Financial Relationship Strategist

6 days ago


Chennai, Tamil Nadu, India Axis Mutual Fund Full time
About Us
Axis Mutual Fund is a leading asset management company in India, serving over 1.3 crore customers across 100+ cities. Our success is built on three founding principles: Long Term Wealth Creation, Outside-in (Customer) View, and Sustainable Relationships.

We offer a range of investment solutions to help our customers achieve financial independence and happiness. Our recent accolades include the Brandon Hall Group HCM Excellence Awards for Learning & Development 2022, Morningstar Awards 2022, Outlook Money Awards 2021, and World Leadership Congress & Awards 2022.

Why Work with Us?
At Axis Mutual Fund, we provide a career path that's laden with learning and winning. We foster a culture where success is celebrated. Our Institutional Sales function builds, manages, and enhances institutional channel relationships by developing proactive contact initiatives.

We're looking for a self-driven individual who can add new institutional clients within the desired geography.

Your Responsibilities
• Acquire, develop, and enhance relationships with institutional clients like corporates, trusts, cooperative banks, etc.
• Ensure timely coverage of all assigned relationships, resulting in effective communication about Axis Mutual Fund products, schemes, and other offerings.
• Deliver on individual sales targets.

What You'll Bring
• Graduate/Postgraduate with 8-10 years of experience
• NISM V-A certification
• Updated knowledge of mutual fund market dynamics and regulatory environment
• Good understanding of debt/equity and mutual funds
• Ability to interpret financial market data
• Good communication skills

Salary Information
The estimated salary for this role is ₹12-18 lakhs per annum, depending on qualifications and experience.

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