Axis Mutual Fund
Website:
axismf.com
Job details:
Company Description Axis Mutual Fund, sponsored by Axis Bank, is one of the largest mutual funds in India and is managed by Axis Asset Management Company (Axis AMC). Axis AMC has diversified investment capabilities across equity, fixed income, real estate, and multi-asset solutions. In addition to managing Axis Mutual Fund, Axis AMC provides alternative investment services, including AIFs, portfolio management services, and advisory services to offshore investors. The firm follows a distinctive investment philosophy focused on quality portfolios that aim to deliver sustainable, risk-adjusted returns over the long term. Candidates can learn more about Axis Mutual Fund, its regulatory details, and digital presence through its website, social media channels, and mobile applications.
Role Description The Relationship Manager is a full-time, on-site role based at Trichy, responsible for building and maintaining strong relationships with Mutual Fund distibutors and National distributors and other key stakeholders. The role involves engaging with clients to understand their investment needs, explaining Axis Mutual Fund products, and providing suitable solutions aligned with their financial goals. The Relationship Manager will conduct regular portfolio reviews, follow up on leads, manage queries, and support distributors through the investment lifecycle while ensuring compliance with regulatory and internal policies. The role also includes coordinating with internal teams for smooth onboarding, documentation, and service resolution, as well as participating in investor education initiatives and local marketing or outreach activities. Performance will be measured by client satisfaction, retention, and growth in assets under management from the assigned region or channel.
Qualifications
- Candidates should possess strong client relationship management, stakeholder engagement, and customer service skills.
- Candidates should possess solid communication, presentation, and interpersonal skills to explain investment products clearly and build trust.
- Candidates should possess basic financial literacy, understanding of mutual funds and capital markets, and the ability to interpret investment information.
- Candidates should possess sales, negotiation, and business development skills to drive growth in assets under management.
- Candidates should possess organizational and time-management skills, with attention to detail in documentation and regulatory compliance.
- Relevant experience in financial services, mutual funds, banking, or wealth management is beneficial.
- A bachelor’s degree in finance, commerce, business, economics, or a related field is preferred; professional certifications in mutual funds or investment advisory are an added advantage.
- Comfort with using CRM tools, MS Office, and digital communication platforms to manage client interactions and reporting is beneficial.
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