Relationship Manager - Retail Sales

About Axis Asset Management Company

Axis Asset Management Company Ltd. was established in 2009 and has grown into one of India’s largest and fastest-expanding mutual fund houses. The company currently serves more than 1.3 crore customers and associates across 100+ cities. Its ambition is to evolve into a fintech-led AMC and move into the industry’s top 5 over the next few years.

The organization’s approach is built on three core beliefs: creating long-term wealth, keeping the customer perspective at the center, and building sustainable relationships. Its investment philosophy is rooted in risk management and encourages partners and investors to move away from short-term transactional investing toward solutions that support important life goals.

The company has been recognized with several awards, including the Brandon Hall Group HCM Excellence Awards for Learning & Development 2022 (Silver), Morningstar Awards 2022 for Best Fund House in Equity, Debt & Overall, Outlook Money Awards 2021 Gold for Equity AMC of the Year, and the World Leadership Congress & Awards 2022 for Business Transformation Leadership for the mobile app digital transformation project.

Role Summary

This position sits in the Retail Sales function and reports to the Channel Head or State Head, depending on the location. There are no direct reportees. The role focuses on raising funds through distribution channels while strengthening relationships across all channels and improving market coverage for Axis Mutual Fund products.

Key Responsibilities

• Develop, strengthen, and maintain relationships across all assigned channels.
• Make sure every mapped relationship is covered on time so that communication about Axis Mutual Fund, its schemes, and related offerings remains effective.
• Drive sales through creative initiatives, coordinated sales meetings, and regular tracking of mutual fund market developments.
• Create annual, quarterly, monthly, and weekly sales plans and organize daily activities to achieve those targets.
• Work to increase market share for Axis Mutual Fund schemes within the assigned channel.
• Handle distributor interactions, walk-in investors, and communication through phone and email as part of sales support.
• Support CMS arrangements with banks, direct lead generation, and promotion of digital services such as WhatsApp, MF Connect, and online NCT services.
• Manage transactions and QRCs related to Portfolio Management Services (PMS) and Alternate Investments (AIF).

Requirements

• Proven contribution to business growth through distribution channels.
• Ability to work effectively with multiple stakeholders.
• Willingness to travel locally and, when needed, to other locations for work.
• Good understanding of products and important business metrics.
• Postgraduate or graduate qualification with 2 to 4 years of experience.
• Mandatory NISM certification.
• Strong understanding and interpretation of financial market data.
• Awareness of the changing mutual fund industry landscape.
• Strong business judgment and commercial acumen.
• Target-driven mindset with a clear focus on results.
• Good interpersonal skills and the ability to work collaboratively while representing both the business and the team.
• Alignment with organizational vision and strategic goals, with regular self-review against those goals.
• Organized, systematic approach to individual and team objectives.
• Accountable for personal performance and outcomes.
• Ability to make timely decisions in complex and risk-sensitive situations.
• Commitment to delivering professional, courteous, and prompt customer service.
• Willingness to support team members in achieving shared goals.
• Self-awareness regarding strengths, growth areas, interests, and aspirations.

Eligibility

Any graduate who also meets the experience and certification requirements can apply.

Additional Information

Department: Sales

Reporting to: Channel Head / State Head - Retail Sales, based on location

Direct reportees: Nil

Location: Chennai, India