Relationship Manager
CoimbatoreFull-time5–14 yrsPosted 1 week ago
Senior finance role at Axis Mutual Fund in Coimbatore. Needs 5+ years and a CA, CFA or MBA.
About the role
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. Brandon Hall Group HCM Excellence Awards for Learning & Development 2022 - Silver Award
What you'll do
- Communicate and update the channel partner s proactively about existing fund performance & USP’s and of new product launches
- Train channel partners on different MF & alternate products
- Identify areas for enhancement, propose inn ovative solutions, and suggest process improvements
- Create and deliver reports, dashboards, charts, graphs, and other visualizations to communicate data findings and recommendations to channel partners
What you need
- Mutual funds
- Channel sales
- Sales
- Retail sales
- Learning and development
- Digital marketing
Good to have
- CFA