Relationship Manager

BOI Axa Mf; Ernakulam; On-site; INR 350,000 - 550,000; Full time

Job summary

BOI Axa Mf in Kerala seeks a results-driven sales professional to drive mutual fund distribution through banks, MFDS, RDs and NDs. You will collaborate with cluster heads to mobilize assets, engage distributors, and ensure seamless sales execution with strong backend support.

The ideal candidate has MBA in Marketing/Sales and NISM VA certification, with 3–5 years in AMC retail sales. You will be responsible for market engagement, training sessions, and regular MIS reporting, while following SEBI

Qualifications

• Excellent communication and presentation abilities.
• Experience in sales and channel management.
• Understanding of mutual funds and retail financial services.

Responsibilities

• Achieve sales targets by developing all channels and acquiring investors.
• Coordinate with distributors/banks to meet targets.
• Manage day-to-day distributor/bank operations and backend coordination.
• Provide full-time support to team members to achieve targets.
• Activate new distributors in the location and conduct training sessions.

Skills

Communication skills

Presentation skills

Teamwork

Sales orientation

Education

MBA in Marketing / Sales

NISM Mandatory VA

Job description

;Job Description

;Responsibility for achieving sales targets of BOI MF by developing all the channels and acquiring investors through Banks/MFDs/RDs/NDs.

Reporting to: Cluster Head

;Role & Responsibilities

• ;Help to meet the target mobilization of assets under each of the products as per the Business plan through active engagement with all the channels.
• ;Co-ordinate and connect with all the distributors/Bank and to achieve the assigned target.
• ;Responsible for business generation and scaling up business relationships as per as the assigned targets.
• ;Responsible for managing the day to day distributor/Bank operations , query resolution, and backend coordination to ensure seamless sales execution and business continuity.
• ;Being responsible for providing full time support to team members to help them achieve business targets.
• ;Activate new distributors in the location.
• ;Responsible for conducting IAPs and product related training sessions for distributors/Bank.
• ;Plan engagement activities with distributors/Bank through meets, presentation and mailers etc. on a regular basis.
• ;Reporting of daily MIS to reporting Manager.
• ;Sharing progress report and market updates, provide regular feedback and implement constructive changes to enhance business growth in sync with the Reporting Manager.
• ;Be responsible to follow all the rules and regulations as per company policies and SEBI guidelines in selling of Mutual fund schemes.

;Qualification & Skillsets

• ;Preferably a Postgraduate / MBA in Marketing / Sales
• ;NISM Mandatory V A

Industry : Asset Management

Job Locations : As per Given location

;Traits Required:

• ;Ability to work as a team member with minimum supervision and has desire to build a career in sales.
• ;Target oriented/aggressive sales skills, self-motivated, capable of handling and guiding a team.
• ;Excellent in presentation, verbal and written communication skills.
• ;Market savvy & aware of key developments about the financial markets.
• ;Strong business acumen and commercial sense.
• Good understanding of retail financial services, preferably in mutual funds.

Who can apply :

• ;Candidate with minimum 3 to 5 years of AMC retail experience.
• ;Excellent at business communication skills. (verbal & written)
• ;Advantage would be over 3 years of experience in servicing Banking channel management of Mutual Fund Sales

;Salary & Benefits offered:

To be discussed during interview.

Gender: No preference

Age: Upto 30 to 25 years of age