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

- Positive 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

📌 Investor Service Executive (Bilaspur)
🏢 Axis Asset Management
📍 Bilaspur