Wealth Manager

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 8-15 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.