Senior Relationship Manager

23 hours ago


Ahmedabad, Gujarat, India Axis Mutual Fund Full time
Job Title: Senior Relationship Manager – Wealth & PCG Department: Sales, Wealth & Family Office

Axis Asset Management Company Ltd (Axis AMC), founded in 2009, is one of Indias largest and fastest-growing mutual funds. Long Term Wealth Creation

Our investment philosophy emphasizes risk management and encourages partners and investors to move from transactional investing to fulfilling critical life goals. We offer a diverse range of investment solutions to help customers achieve financial independence and a happier tomorrow.

GOLD in Equity AMC of the Year 2021

Business Transformation Leadership Awards Digital Transformation Project (Mobile App)

Develop and maintain long-term relationships with wealth counters and PCG counters to drive sales and increase Axis Mutual Fund's market share.

Understand client financial goals, risk tolerance, and investment preferences.

Relationship Management: Manage existing and potential Private Wealth Channel relationships. Regularly communicate and update channel partners about the performance and unique selling propositions (USPs) of existing funds, as well as new product launches.

Bachelor's degree in Finance, Business Administration, or a related field. A Master's degree or relevant certifications (e.g., CFA) is a plus.

Proven experience in sales and relationship management, preferably within the asset management or financial services industry.

Strong understanding of investment products, market dynamics, and regulatory requirements.

Excellent communication, negotiation, and relationship-building skills.

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