Role & responsibilities

- 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

Preferred candidate profile

- Graduate 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
- Solid understanding of changing dynamics of Mutual Fund Industry
- Have organized approach towards individual & team goals

📌 Investor Service Executive (West Bengal)
🏢 Axis Asset Management
📍 West Bengal