Relationship Manager

Website Axis Mutual Fund

Axis Mutual Fund which has Axis Bank as its sponsor is one of the largest mutual funds in India.

About The Job

Who We Are?:

  • Axis Asset Management Company Ltd (Axis AMC) was founded in 2009 and is amongst India‘s largest and fastest-growing mutual funds.
  • We serve 1.3+ Cr customers and associates with the 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 the culture of risk management. It encourages our partners & investors to transition from transactional investing for quick gratification to investing for the fulfillment of critical life goals.
  • Thus, we endeavor to offer a basket of investment solutions that helps customers create a financially independent & happier tomorrow.

Our Recent Accolades:

  • Great Place to Work Certification (Feb 2024- Feb 2025)
  • Brandon Hall Group HCM Excellence Awards for Learning & Development 2022 – 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)

What Will You Do?

  • Engage with Family offices and corporate treasuries for investment opportunities.
  • Manage existing & potential investor relationships to increase allocation to Axis products.
  • Partner cross-functionally with our Product, Legal & Risk teams to design products specific to situations, and understand the credit profile of clients to pitch bespoke deals to family offices.
  • On-boarding and servicing of Family Office clients.
  • Drive initiatives and generate revenue from family office clients by building and fostering relationships with them.
  • Ensure timely coverage for all existing relationships assigned resulting in effective communication about Axis Mutual Fund & its schemes.
  • Client Engagement & promotional activities.
  • Identify areas for enhancement, propose innovative solutions, and implement process improvements.
  • Create and deliver reports, dashboards, charts, graphs, and other visualizations to communicate data findings and recommendations to stakeholders

What Makes You a Great Fit?

  • Excellent communication skills and presentability.
  • Proven track record in sales success.
  • Excellent networking skills.
  • Ability to leverage social media platforms and other digital marketing channels to identify and connect with potential clients and also to promote product offerings.
  • experience in handling family offices will be an added advantage.
  • experience in institutional sales and corporate sales with large promoter-led families will be an added advantage.
  • NISM XXI A Certification (mandatory before joining).
  • NISM V-A Certification (mandatory before joining).
  • MBA/CA/CFA/CFP preferred.
  • In-depth understanding of the Debt/Equity Mutual Fund industry & alternate products.
  • Open to local commute & outstation travel.

To apply for this job please visit www.linkedin.com.