Senior Relationship Manager

Job Title: Senior Relationship Manager – Wealth & PCG

Department: Sales, Wealth & Family Office

Position Grade Range: Basis eligibility and evaluation

Location:

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:

• 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)

Key Responsibilities:

• 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.

What makes you a Great Fit?

• 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.

"Axis AMC is an equal opportunity employer, committed to fostering an inclusive and diverse workplace."