Relationship Manager - Family Office

Role & responsibilities

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, 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 into 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

Preferred candidate profile

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.

Past experience of handling family office will be an added advantage.

Past 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 Debt/Equity Mutual Fund industry & alternate products.

Open to local commute & outstation travel.