Relationship Manager - Wealth

Role & responsibilities

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 & USPs 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

Preferred candidate profile

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.