Senior Relationship Manager
ConfidentialAhmedabad, India4 days ago
Job descriptionGreat Place to Work Certification (Feb 2024- Feb 2025) 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) Drive Sales Initiatives : Develop and maintain long-term relationships with wealth counters and PCG counters to drive sales and increase Axis Mutual Fund's market share. Product Understanding : Understand client financial goals, risk tolerance, and investment preferences. Relationship Management : Manage existing and potential Private Wealth Channel relationships. Work to increase their allocation to Axis products by understanding their needs and providing tailored solutions. Channel Engagement : Organize and participate in engagement and promotional activities to strengthen relationships with channel partners. Proactive Communication : Regularly communicate and update channel partners about the performance and unique selling propositions (USPs) of existing funds, as well as new product launches. Bachelor's degree in Finance, Business Administration, or a related field. A Master's degree or relevant certifications (e.g., CFA) is a plus. Proven experience in sales and relationship management, preferably within the asset management or financial services industry. Strong understanding of investment products, market dynamics, and regulatory requirements. NISM VA & XXI A Certified Excellent communication, negotiation, and relationship-building skills.
Job Title : Senior Relationship Manager – Wealth & PCG
Department : Sales, Wealth & Family Office
Position Grade Range : Basis eligibility and evaluation
Location : Ahmedabad
Who we Are
Axis Asset Management Company Ltd (Axis AMC), founded in 2009, is one of Indias largest and fastest-growing mutual funds. We proudly serve over 1.3 crore customers across 100+ cities with utmost humility.
Our success is built on three founding principles :
- Long Term Wealth Creation
- Customer-Centric Approach
- Sustainable Relationships
Our investment philosophy emphasizes risk management and encourages partners and investors to move from transactional investing to fulfilling critical life goals. We offer a diverse range of investment solutions to help customers achieve financial independence and a happier tomorrow.
Our recent accolades :
Key Responsibilities :
What makes you a Great Fit
'Axis AMC is an equal opportunity employer, committed to fostering an inclusive and diverse workplace.'
Skills Required
Relationship Management, Product Understanding, sales initiatives, Regulatory Requirements, channel engagement , investment products
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Relationship Manager • Ahmedabad, India
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