Relationship Manager - Mutual Fund Channel Sales

Relationship Manager

JOB TITLE : Relationship Manager – Channel Sales

Reports to : Channel Head/ Branch Manager

No of Direct reportees : Nil

Department : Sales - Retail Sales

Position Grade Range : Executive/ Assistant Manager / Deputy Manager (May vary based on experience)

JOB PURPOSE:

• The incumbent will be responsible for mobilizing the funds through All Channels.

JOB ROLE :

• As a Relationship manager the incumbent will be responsible to drive the initiatives and generate revenue for the channel assigned by ensuring maximum market share for Axis Mutual Fund schemes.
• Timely communication and updates to the channel partner to maximize the revenue.
• Ensure timely coverage for all existing relationships assigned which should result into effective communication about Axis Mutual Fund, its schemes and all other aspects.
• Training channel partners on different MF products.

EDUCATIONAL QUALIFICATION & EXPERIENCE :

• Post graduate /Graduate with 2 to 4 years of experience
• NISM certification mandatory.

PERSONAL ATTRIBUTES :

• Understanding of debt/equity and mutual funds
• Good Knowledge of mutual fund regulatory environment
• Good communication and presentation skills
• Good business acumen and should be focus on achieving results and the targets assigned.
• The candidate should be diligent and open to extensive local commute & outstation travel if required.
• Should have good understanding of the products and key business parameters.

OTHER REQUIREMENTS:

• The incumbent should have a good understanding and interpretation of financial market data
• Should have good understanding of changing dynamics of mutual fund industry
• Aware and understands the organizations vision & strategic goals. Continuously evaluates personal progress in line with organization’s goal

BEHAVIOURAL COMPETENCIES :

• Managing Vision & Strategy: Accomplish team goals, department goals keeping in line with organizations vision, philosophy and strategic goals. Motivate team members in achieving individual and team goals in connect with organizations strategic goals by creating and implementing short term or long term plans. Closely monitor the work of team members to ensure its aligned with vision & strategic goals.
• Business Acumen: Agile on development of own and other departments. Gain Thorough knowledge and understanding of his or her work and about competition. Effectively using the available resource keeping in mind of cost and efficiency to meet goals.
• Drive for Results: Ensure team members are clear with expectations, targets /goals. Look for improvement in self & team performance by upgrading and upskill about systems, processes & technology.
• Problem Solving & Decision Making: Effectively using the available information. Evaluates best alternative ideas and solutions and advise team members to generate innovative ideas/solutions. Supports team members in making quick decision and evaluate potential consequences of each alternative.
• Customer & Stakeholder Management: Demonstrates expertise & credibility while interacting with customers. Suggest improvements in system, processes and services. Monitors and evaluates qualitative or quantitative metrics on customer feedback.
• Teamwork & Collaboration: Recognize & appreciate team efforts, to interact and built effective network with peers and senior leaders within organization. Identify opportunity and exchange knowledge, expertise, best practices across teams.