Relationship Manager - Mutual Fund Distribution

Relationship Manager

JOB DESCRIPTION

JOB TITLE	Relationship Manager – MFD
Reports to	Channel Head/ Branch Manager
No of Direct reportees	Nil
Department	Sales - Retail Sales
Position Grade Range	Assistant Manager / Deputy Manager  (May vary based on experience)

JOB PURPOSE:

• The incumbent will be responsible for mobilizing the funds through the MFD’s.

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 5 to 7 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 REQUIREMENT

• 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