Team Member, DS (Kolkata)

Team Member, DS (Kolkata)

17 Sep
|
Axis Mutual Fund
|
Kolkata

17 Sep

Axis Mutual Fund

Kolkata

Job Title: Team Member- IS & DS

Division & Department: Operations, IS & DS

Who we Are?

Axis Asset Management Company Ltd (Axis AMC) was founded in 2009 and is amongst India ‘s largest and fastest growing mutual fund. We serve 1.3+ Cr customers and associates with highest humility across 100+ cities. We nourish the aspiration of becoming a Fin-Tech AMC and breaking into the Industry Top 5 over next couple of years.

Our success is attributable to 3 founding principles namely; Long Term Wealth Creation, Outside-in (Customer) View & Sustainable Relationships. Our investment philosophy embraces culture of risk management. It encourages our partners & investors to transition from transactional investing for quick gratification to investing for fulfilment of critical life goals.

Thus, our endeavour is to offer a basket of investment solutions which helps customers create a financially independent & happier tomorrow.

Our recent accolades

· 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)

Why Join Us?

At Axis, our constant endeavour is to provide a career path for job seekers which is laden with learning & winning. We foster a culture where success is celebrated.





Our IS & DS team is responsible for Transaction Management & Reporting; Adhering Compliance, Regulations, SLA, & Audits. Distributor Services, Walkin Investor & Phone calls/Email Interaction The team is also responsible for CMS arrangements with Banks. Direct lead generation and Promotion of Digital services (Whatsapp/MF connect and online NCT services) conversion & Handling of transactions and QRCs for Portfolio Management Services (PMS) and Alternate Investments (AIF)

What you will Do?

· 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

What makes you a Excellent Fit?

· MBA 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

· Strong understanding of changing dynamics of Mutual Fund Industry

· Have organized approach towards individual & team goals

📌 Team Member, DS (Kolkata)
🏢 Axis Mutual Fund
📍 Kolkata

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