Relationship Manager - Mutual Fund Distribution

Axis Asset Management Co Ltd; Ahmedabad District; On-site; INR 900,000 - 1,500,000; Full time

Job summary

Axis Asset Management Co Ltd is seeking a Relationship Manager – MFD to lead the retail sales channel. Based in Gujarat, you will drive initiatives to generate revenue for Axis Mutual Fund schemes and ensure maximum market share through proactive engagement with channel partners.

The role requires 5–7 years of experience, NISM certification, and strong knowledge of debt/equity and mutual funds. You will train partners, communicate updates, and travel as needed to cover local and outstation

Qualifications

• Understanding of debt/equity and mutual funds.
• Good knowledge of mutual fund regulatory environment.
• Strong communication and presentation skills.
• Focus on achieving targets and business results.

Responsibilities

• Drive initiatives and generate revenue for the channel assigned.
• Ensure maximum market share for Axis Mutual Fund schemes.
• Train channel partners on MF products and provide timely updates.

Skills

Mutual funds

Debt & equity knowledge

Channel sales

Communication skills

Presentations

Local travel

Education

Postgraduate / Graduate with NISM certification

Job description

Relationship Manager – MFD

Reports to Channel Head/ Branch Manager

No of Direct reportees: Nil

Department: Sales - Retail Sales

Position Grade Range: Assistant Manager / Deputy Manager (May vary based on experience)

JOB PURPOSE:

The incumbent will be responsible for mobilizing the funds through the MFD’s.

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 5 to 7 years of experience NISM certification mandatory.

PERSONAL ATTRIBUTES

• Understanding of debt/equity and mutual funds
• Good 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