Team Member- VRM

Job Description

Job Title- Manager Outbound/VRM Operations

Division & Department- Corporate, Direct Sales, Digital & Marketing

Location- Mumbai

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 endeavor is to offer a basket of investment solutions which help customers create a financially independent & happier tomorrow.

Our recent accolades:

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)

Why Join Us

At Axis, our constant endeavor is to provide a career path for job seekers which is laden with learning & winning. We foster a culture where success is celebrated.

As a Manager Outbound/VRM Operations for Direct MF, your primary responsibility would be to increase the penetration and market share of Retail in direct sales space through outsourced teams (VRMs).

What will you Do

Responsible for managing off-roll team who are required to manage end to end relationship with the assigned set of investors. Ensure cross sales, customer retention for Mutual Fund Products.

Responsible for conversion of Mutual Fund leads sourced through digital campaigns and direct campaigns across. To upsell Axis MF products to existing customers and retain existing customers to shore up the clientele.

Responsible for hiring and assessing fit candidates for the process.

Constant co-ordination with outsourced teams to ensure that the leads generated are catered in a timely manner within prescribed Tat s. Ensure that RM/Agent is engaging with all customers in required manner by monitoring and training them regularly.

Revenue Generation - Acquire, retain, deepen portfolio to maximize sales performance to achieve revenue targets through Mutual Fund Products

Periodically review the business trajectory, targets and achievements, disposition management and implement the business strategies. Conducting periodic reviews with off-roll team, regular monitoring of the process with an aim to increase ops efficiency.

Identify training gaps in the process through industry best practices like VOC, NPS, Quality inputs etc. and take necessary action to train them with appropriate skills and knowledge to deal with customer queries, objections, and escalations.

Tracking and highlighting possible customer issues due to improper lead management

Regularly Updating and Maintaining the MIS.

Leverage product & investment experts to generate product specific investment ideas.

Ensure proper documentation of the operations process, keeping them updated on timely manner.

Ensure processes are consistent with defined compliance norms.

Build knowledge on available products coordinate with product/investment/and training team.

Ensure customer delight through effective communication of our product, performance & investment philosophy.

Achieve the set target by utilizing the strategies which work in best interest of the organization.

Liaison with the internal teams to enable better client interactions.

What makes you a Great Fit

Graduate/ post-graduate with 5-10 years of experience in MF sales, VRM Process, Contact center,

NiSM V-A certified

Thorough understanding of Mutual Funds - Equity, Debt & Hybrid

Familiarity with Financial services products and experience

Ability to work with and manage multiple internal and external stakeholders.

Strong Customer Relationship Management skills

Strong verbal and structured communication to ensure that the client is mentored properly.

Should be good at multitasking.

Strong Team Handling Skills

Good awareness of Industry / Competition Trends

To have Industry / product knowledge and experience

Managed a call center or on-roll agents who handle sales calls in the past.

Managed VRM process in the past