Investor Service Executive

2 - 5 years

1 - 4 Lacs

Posted:3 weeks ago| Platform: Naukri logo

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Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

  • 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 RM's
  • 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

Preferred candidate profile

  • Graduate 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

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Axis Asset Management Company logo
Axis Asset Management Company

Investment Management

Gurgaon

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