Investor Services Team Member

3 days ago

Shillong, Meghalaya, India Axis Asset Management Co Ltd Full time ₹ 6,00,000 - ₹ 12,00,000 per year

Team Member, IS Job Description Job Title: Team Member- IS & DS Division & Department: Operations, IS & DS Who we Are? Axis Asset Management Company Ltd (Axis AMC) was founded in 2009 and is amongst India 's largest and fastest growing mutual fund. We serve 1.3 Cr customers and associates with highest humility across 100 cities. We nourish the aspiration of becoming a Fin-Tech AMC and breaking into the Industry Top 5 over next couple of years. Our success is attributable to 3 founding principles namely; Long Term Wealth Creation, Outside-in (Customer) View & Sustainable Relationships. Our investment philosophy embraces culture of risk management. It encourages our partners & investors to transition from transactional investing for quick gratification to investing for fulfilment of critical life goals. Thus, our endeavour is to offer a basket of investment solutions which helps customers create a financially independent & happier tomorrow. Our recent accolades: · Brandon Hall Group HCM Excellence Awards for Learning & Development Silver Award · Morningstar Awards 2022: Best Fund House: Equity, Debt & Overall · Outlook Money Awards 2021: GOLD in Equity AMC of the Year 2021 · World Leadership Congress & Awards 2022: Business Transformation Leadership Awards – Digital Transformation Project (Mobile App) Why Join Us? At Axis, our constant endeavour is to provide a career path for job seekers which is laden with learning & winning. We foster a culture where success is celebrated. Our IS & DS team is responsible for Transaction Management & Reporting; Adhering Compliance, Regulations, SLA, & Audits. Distributor Services, Walkin Investor & Phone calls/Email Interaction The team is also responsible for CMS arrangements with Banks. Direct lead generation and Promotion of Digital services (Whatsapp/MF connect and online NCT services) conversion & Handling of transactions and QRCs for Portfolio Management Services (PMS) and Alternate Investments (AIF) What you will Do? · Perform error free branch operations related to Investor services, Sales Support function · Effective Sales support including the transaction & service related queries of the distributors & Investors · Effective Q/R/C Management related to Investor/Distributor Q/R/C · Database & inventory management · Coordination of the dispatch of forms, marketing collaterals, brokerage structure, etc · Accurate preparation & timely sharing of the Sales MIS with the RM's · Expense management & other admin related activities for the sales team · Handling client calls & RM servicing · Visiting Distributors periodically and updating service initiatives · Acting as a single point contact for Preferred Distributors What makes you a Great Fit? · MBA with work experience of 2 to 4 · NISM certification · Team Management · Service Orientation · Good understanding and interpretation of financial market data · Proficiency in MS office · Strong understanding of changing dynamics of Mutual Fund Industry · Have organized approach towards individual & team goals

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