Relationship Manager

JOB TITLE

Relationship Manager Retail Sales

Reports to

Channel Head/State Head- Retail Sales (depending upon the location)

No of Direct reportees

Nil

Department

Sales

Position Grade Range

Executive/Assistant Manager (may vary based on experience)

RPOSE:

JOB PURPOSE:

• Responsible for mobilizing funds from All Channels.

JOB ROLE :

• Primary Responsibility of the candidate is to build, develop and enhance relationships across All Channels.
• Ensure timely coverage of all the relationships assigned which should result into effective communication about Axis Mutual Fund, its schemes and all other aspects.
• The role encompasses a variety of related activities like innovative sales initiatives and ideas, coordination for sales meetings and keeping a tab on mutual fund market information.
• Establish annual, quarterly, monthly, or weekly sales plans and priorities and schedule own activities so these targets are met.
• Ensure maximum market share for Axis Mutual funds scheme within the channel.

JOB REQUIREMENTS:

• The employee should have demonstrated significant contribution to the business growth in the market through Distribution Channel.
• Should have demonstrated working effectively with all the stakeholders.
• The candidate should be diligent and open to extensive local commute & Outstation travel if required.
• Should have strong understanding of the products and key business parameters.

EDUCATIONAL QUALIFICATION & EXPERIENCE

• Post graduate /Graduate with 2 to 4 years of experience
• NISM certification mandatory.

PERSONAL ATTRIBUTES

• Should have strong business acumen.
• Should be focus on achieving results and the targets assigned.
• Should be able to relate well to others and use interpersonal skills to achieve desired objectives ; recognizing the need to represent both the business and team.
• Aware & understands the organization’s vision & strategic goals. Continually evaluates personal progress in line with organization’s goal.
• Should have systematic and planned approach against individual & teams goal
• Accepts responsibility and consequences for own performance.
• Makes prompt, timely and appropriate decisions during complexity and risk.
• Delivers quality service & follows customer needs in a professional, courteous and timely manner.
• Identifies opportunities where he/she can offer help and support people in the team to achieve teams goal.
• Aware of own strengths, development areas, interests and aspirations.

OTHER REQUIREMENT

• The incumbent should have a good understanding and interpretation of financial market data.
• Should have strong understanding of changing dynamics of Mutual Fund Industry.