Team Member, IS

Job Description

Job Title: Team Member- IS & DS

Division & Department: Operations, IS & DS

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. We nourish the aspiration of becoming a Fin-Tech AMC and breaking into the Industry Top 5 over next couple of years.

Our success is attributable to 3 founding principles namely; 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 endeavour is to offer a basket of investment solutions which helps 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 endeavour is to provide a career path for job seekers which is laden with learning & winning. We foster a culture where success is celebrated.

Our IS & DS team is responsible for Transaction Management & Reporting; Adhering Compliance, Regulations, SLA, & Audits. Distributor Services, Walkin Investor & Phone calls/Email Interaction

The team is also responsible for CMS arrangements with Banks. Direct lead generation and Promotion of Digital services (Whatsapp/MF connect and online NCT services) conversion & Handling of transactions and QRCs for Portfolio Management Services (PMS) and Alternate Investments (AIF)

What you will Do

Perform error free branch operations related to Investor services, Sales Support function

Effective Sales support including the transaction & service related queries of the distributors & Investors

Effective Q/R/C Management related to Investor/Distributor Q/R/C

Database & inventory management

Coordination of the dispatch of forms, marketing collaterals, brokerage structure, etc

Accurate preparation & timely sharing of the Sales MIS with the RMs

Expense management & other admin related activities for the sales team

Handling client calls & RM servicing

Visiting Distributors periodically and updating service initiatives

Acting as a single point contact for Preferred Distributors

What makes you a Great Fit

MBA with work experience of 2 to 4

NISM certification

Team Management

Service Orientation

Good understanding and interpretation of financial market data

Proficiency in MS office

Strong understanding of changing dynamics of Mutual Fund Industry

Have organized approach towards individual & team goals