JOB DESCRIPTION
JOB TITLE Relationship Manager – Banks
Reports to Channel Head
No of Direct reportees Nil
Department Sales - Retail Sales
Position Grade Range Assistant Manager / Deputy Manager (May vary based on experience)
JOB PUJOB PURPOSE:
JOB PURPOSE:
 The incumbent will be responsible for mobilizing the funds through the Banks.
JOB ROLE :
 As a Relationship manager the incumbent will be responsible to drive the initiatives and
generate revenue for the channel assigned by ensuring maximum market share for Axis
Mutual Fund schemes.
 Timely communication and updates to the channel partner to maximize the revenue.
 Ensure timely coverage for all existing relationships assigned which should result into effective
communication about Axis Mutual Fund, its schemes and all other aspects.
 Training channel partners on different MF products.
EDUCATIONAL QUALIFICATION & EXPERIENCE
 Post graduate /Graduate with 4 to 6 years of experience
 NISM certification mandatory.
PERSONAL ATTRIBUTES
 Understanding of debt/equity and mutual funds




 Valuable Knowledge of mutual fund regulatory environment
 Good communication and presentation skills
 Good business acumen and should be focus on achieving results and the targets assigned.
 The candidate should be diligent and open to extensive local commute & outstation travel if
required.
 Should have good understanding of the products and key business parameters.
OTHER REQUIREMENT
 The incumbent should have a good understanding and interpretation of financial market data
 Should have good understanding of changing dynamics of mutual fund industry
 Aware and understands the organizations vision & strategic goals. Continuously evaluates
personal progress in line with organization’s goal
FUNCTIONAL COM
BEHAVIOURAL COMPETENCIES
 Managing Vision & Strategy: Accomplish team goals, department goals keeping in line with
organizations vision, philosophy and strategic goals. Motivate team members in achieving
individual and team goals

📌 Relationship Manager (Pune)
🏢 Axis Mutual Fund
📍 Pune