Investor Services Team Member

Team Member, IS

Job Description

Job Title: Team Member- IS & DS

Division & Department: Operations, IS & DS

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. We nourish the aspiration of becoming a Fin-Tech AMC and breaking into the Industry Top 5 over next couple of years.

Our success is attributable to 3 founding principles namely; 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:

·         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.

Our IS & DS team is responsible for Transaction Management & Reporting; Adhering Compliance, Regulations, SLA, & Audits. Distributor Services, Walkin Investor & Phone calls/Email Interaction

The team is also responsible for CMS arrangements with Banks. Direct lead generation and Promotion of Digital services (Whatsapp/MF connect and online NCT services) conversion & Handling of transactions and QRCs for Portfolio Management Services (PMS) and Alternate Investments (AIF)

What you will Do?

·         Perform error free branch operations related to Investor services, Sales Support function

·         Effective Sales support including the transaction & service related queries of the distributors & Investors

·         Effective Q/R/C Management related to Investor/Distributor Q/R/C

·         Database & inventory management

·         Coordination of the dispatch of forms, marketing collaterals, brokerage structure, etc

·         Accurate preparation & timely sharing of the Sales MIS with the RM's

·         Expense management & other admin related activities for the sales team

·         Handling client calls & RM servicing

·         Visiting Distributors periodically and updating service initiatives

·         Acting as a single point contact for Preferred Distributors

What makes you a Great Fit?

·         MBA with work experience of 2 to 4

·         NISM certification

·         Team Management

·         Service Orientation

·         Good understanding and interpretation of financial market data

·         Proficiency in MS office

·         Strong understanding of changing dynamics of Mutual Fund Industry

·         Have organized approach towards individual & team goals