Job Title: Senior Relationship Manager Wealth & PCG
Department: Sales, Wealth & Family Office
Position Grade Range: Basis eligibility and evaluation
Location:Ahmedabad
Who we Are
Axis Asset Management Company Ltd (Axis AMC), founded in 2009, is one of Indias largest and fastest-growing mutual funds. We proudly serve over 1.3 crore customers across 100+ cities with utmost humility.
Our success is built on three founding principles:
- Long Term Wealth Creation
- Customer-Centric Approach
- Sustainable Relationships
Our investment philosophy emphasizes risk management and encourages partners and investors to move from transactional investing to fulfilling critical life goals. We offer a diverse range of investment solutions to help customers achieve financial independence and a happier tomorrow.
Our recent accolades:
- Great Place to Work Certification (Feb 2024- Feb 2025)
- 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)
Key Responsibilities:
- Drive Sales Initiatives: Develop and maintain long-term relationships with wealth counters and PCG counters to drive sales and increase Axis Mutual Fund's market share.
- Product Understanding: Understand client financial goals, risk tolerance, and investment preferences.
- Relationship Management: Manage existing and potential Private Wealth Channel relationships. Work to increase their allocation to Axis products by understanding their needs and providing tailored solutions.
- Channel Engagement: Organize and participate in engagement and promotional activities to strengthen relationships with channel partners.
- Proactive Communication: Regularly communicate and update channel partners about the performance and unique selling propositions (USPs) of existing funds, as well as new product launches.
What makes you a Great Fit
- Bachelor's degree in Finance, Business Administration, or a related field. A Master's degree or relevant certifications (e.g., CFA) is a plus.
- Proven experience in sales and relationship management, preferably within the asset management or financial services industry.
- Strong understanding of investment products, market dynamics, and regulatory requirements.
- NISM VA & XXI A Certified
- Excellent communication, negotiation, and relationship-building skills.
Axis AMC is an equal opportunity employer, committed to fostering an inclusive and diverse workplace.
