Relationship Manager – Wealth
VadodaraFull-time8–10 yrsPosted 1 week ago
Senior finance role at Axis Mutual Fund in Vadodara. Needs 8–10 years and a CA, CFA or MBA.
About the role
and fastest growing mutual fund. We serve 1.3+ Cr customers and associates with highest humility (Customer) View & Sustainable Relationships. Our investment philosophy embraces culture of risk management. It encourages our partners & investors to transition from transactional investing for quick gratification to investing for fulfilment of critical life goals.
What you'll do
- Communicate and update the channel partners proactively about existing fund performance &
- Ensure timely coverage for all existing relationships assigned resulting into effective
- Train channel partners on different MF & alternate products
- Identify areas for enhancement, propose innovative solutions, and suggest process
- Create and deliver reports, dashboards, charts, graphs, and other visualizations to communicate
What you need
- Mutual funds
- Channel sales
- Sales
- Retail sales
- Learning and development
- Digital marketing
Good to have
- CFA