Relationship Manager JOB TITLE Relationship Manager – Institutional Sales Reports to Zonal Manager – Institutional Sales/Channel Business Manager – Institutional Sales No of Direct reportees Nil Department Sales Position Grade Range Manager/Senior Manager (May vary based on experience) JOB PU JOB PURPOSE: · The role encapsulates addition of new Institutional clients within the desired geography.
JOB ROLE : · Acquire, develop and enhance relationships with Institutional clients. · Ensure timely coverage of all the relationships assigned resulting in effective communication about Axis Mutual Fund products, its schemes and all other aspects. · The role encompasses a variety of related activities like innovative sales initiatives and ideas, coordination for sales meetings and keeping a tab on mutual fund market information. EDUCATIONAL QUALIFICATION &
EXPERIENCE · Post graduate/Graduate with 7 to 8 years of experience · NISM Certification mandatory PERSONAL ATTRIBUTES · Understanding of debt/equity and mutual funds · Good Knowledge of mutual fund regulatory environment · Should have valuable business acumen · Should focus on achieving results and the targets assigned 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