Relationship Manager

What will you Do?

• Engage with Family offices and corporate treasuries for investment opportunities.
• Manage existing & potential investor relationships to increase allocation to Axis products.
• Partner cross-functionally with our Product, Legal & Risk teams to design products specific to situations, understand the credit profile of clients to pitch bespoke deals to family offices.
• On-boarding and servicing of Family Office clients.
• Drive initiatives and generate revenue from family office clients by building and fostering relationships with them.
• Ensure timely coverage for all existing relationships assigned resulting into effective communication about Axis Mutual Fund & its schemes.
• Client Engagement & promotional activities.
• Identify areas for enhancement, propose innovative solutions, and implement process improvements.
• Create and deliver reports, dashboards, charts, graphs, and other visualizations to communicate data findings and recommendations to stakeholders

What makes you a Great Fit?

• Excellent communication skills and presentability.
• Proven track record in sales success.
• Excellent networking skills.
• Ability to leverage social media platforms and other digital marketing channels to identify and connect with potential clients and also to promote product offerings.
• Past experience of handling family office will be an added advantage.
• Past experience in institutional sales and corporate sales with large promoter led families will be an added advantage.
• NISM XXI A Certification (mandatory before joining).
• NISM V-A Certification (mandatory before joining).
• MBA/CA/CFA/CFP preferred.
• In-depth understanding of Debt/Equity Mutual Fund industry & alternate products.
• Open to local commute & outstation travel.

Job Types: Full-time, Permanent

Pay: ₹1,000,000.00 - ₹1,500,000.00 per year

Application Question(s):

• Do you have experience mobilizing funds or selling investment/financial products (e.g., mutual funds, PMS, alternates)?
• Have you worked with Family Offices / Corporate Treasuries / Institutional Clients before?
• Total years of sales/business development experience:

License/Certification:

• NISM Series V-A (Mutual Fund Distributors) (Required)
• NISM Series XXI-A (PMS Distributors) (Required)