Relationship Manager - Wealth Management

Job Title- Relationship Manager- Family Office

Department – Sales- Wealth, Family office & Alternates

Location- Mumbai, Delhi, Bangalore

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.

Our success is attributable to 3 founding principles- 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:

• Great 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)

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.

We’re looking for an enthusiastic individual who can mobilize the funds in Family Office channel by

ensuring maximum market share for Axis Mutual Fund schemes and drive key business metrics

resulting in improvement in processes & operations.

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 Type: Full-time

Pay: ₹1,000,000.00 - ₹2,000,000.00 per year

Work Location: In person