Wealth Relationship Manager

Relationship Manager – Wealth

Job Description
Job Title- Relationship Manager- Wealth
Division & Department- Sales, Retail Sales
Location- Mumbai, Delhi, Kolkata, Bangalore
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.
Our success is attributable to 3 founding principles- 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.
We're looking for an enthusiastic individual who can mobilize the funds through the assigned channel
by ensuring maximum market share for Axis Mutual Fund schemes.
What you will Do?

• Drive sales initiatives and generate revenue by managing the channel partners and increasing Axis
MF market share.

• Communicate and update the channel partners proactively about existing fund performance &
USP's and of new product launches.

• Ensure timely coverage for all existing relationships assigned resulting into effective
communication about Axis Mutual Fund & its schemes.

• Train channel partners on different MF & alternate products.

• Manage existing & potential Private Wealth Channel relationships to increase allocation to Axis
products.

• Channel Engagement & promotional activities.

• Identify areas for enhancement, propose innovative solutions, and suggest process
improvements.

• Create and deliver reports, dashboards, charts, graphs, and other visualizations to communicate
data findings and recommendations to channel partners
What makes you a Great Fit?

• Postgraduate/ graduate with 4-6 years of experience. MBA/CA/CFA/CFP preferred.

• Excellent communication skills and presentability.

• Proven track record in sales success.

• In-depth understanding of Debt/Equity Mutual Fund industry & alternate products.

• Excellent networking skills.

• Ability to leverage social media platforms and other digital marketing channels to identify and
connect with channel partners to promote product offerings.

• Past experience of handling private wealth counters will be an added advantage.

• NISM XXI A Certification (mandatory before joining).

• NISM V-A Certification (mandatory before joining).

• Knowledge about mutual fund & alternate products regulatory environment.

• Open to local commute.