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Bhumika

Managing Partner at Kairos Consulting India

Last Login: 13 June 2024

Job Views:  
112
Applications:  45
Recruiter Actions:  29

Job Code

1410362

Wealth Relationship Manager - AMC

4 - 7 Years.Mumbai
Posted 4 weeks ago
Posted 4 weeks ago

Job Description :

- Drive sales initiatives and generate revenue by managing the channel partners and increasing Axis MF market share.

- Communicate and update the channel partners proactively about existing fund performance & USP's and of new product launches.

- Ensure timely coverage for all existing relationships assigned resulting into effective communication about Axis Mutual Fund & its schemes.

- Train channel partners on different MF & alternate products.

- Manage existing & potential Private Wealth Channel relationships to increase allocation to Axis products.

- Channel Engagement & promotional activities.

- Identify areas for enhancement, propose innovative solutions, and suggest process improvements.

- Create and deliver reports, dashboards, charts, graphs, and other visualizations to communicate data findings and recommendations to channel partners

Requirements :

- Postgraduate/ graduate with 4-6 years of experience. MBA/CA/CFA/CFP preferred.

- Excellent communication skills and presentability.

- Proven track record in sales success.

- In-depth understanding of Debt/Equity Mutual Fund industry & alternate products.

- Excellent networking skills.

- Ability to leverage social media platforms and other digital marketing channels to identify and connect with channel partners to promote product offerings.

- Past experience of handling private wealth counters will be an added advantage.

- NISM XXI A Certification (mandatory before joining).

- NISM V-A Certification (mandatory before joining).

- Knowledge about mutual fund & alternate products regulatory environment.

- Open to local commute.

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Posted By

user_img

Bhumika

Managing Partner at Kairos Consulting India

Last Login: 13 June 2024

Job Views:  
112
Applications:  45
Recruiter Actions:  29

Job Code

1410362

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