Relationship Manager

Relationship Manager

JOB DESCRIPTION
JOB TITLE Relationship Manager – IFA & ND
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 PUJOB PURPOSE:
JOB PURPOSE:
 The incumbent will be responsible for mobilizing the funds through the IFA’s & ND’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 
FUNCTIONAL COM
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.
 Developing Talent: Act as a coach & guide to develop their knowledge or skills which in turn 
will help team members to take extended responsibilities or future role. Share honest & 
actionable feedback.