Relationship Manager - Wealth

Who we are?

Axis Asset Management Company Ltd (Axis AMC), founded in 2009, is one of India’s largest and fastest-growing mutual funds. We proudly serve over 1.3 crore customers across 100+ cities with utmost humility.

Our success is built on three founding principles:

• Long Term Wealth Creation
• Customer-Centric Approach
• Sustainable Relationships

Our investment philosophy emphasizes risk management and encourages partners and investors to move from transactional investing to fulfilling critical life goals. We offer a diverse range of investment solutions to help customers achieve financial independence and a happier tomorrow.

Our recent accolades:

• Great Place to Work Certification (Feb 2025- Feb 2026)
• Brandon Hall Group HCM Excellence Awards for Talent Acquisition 2024 - Silver Award
• Brandon Hall Group HCM Excellence Awards for Talent Management 2024 - Silver Award
• Brandon Hall Group HCM Excellence Awards for Learning & Development 2022 - Silver Award
• Morningstar Awards 2022: Best Fund House: Equity, Debt & Overall
• Outlook Money Awards 2021: GOLD in Equity AMC of the Year 2021

World Leadership Congress & Awards 2022: Business Transformation Leadership Awards – Digital Transformation Project (Mobile App)

Key Responsibilities:

• Drive sales initiatives and generate revenue by managing the channel partners and increasing Axis MF market share.
• Communicate and update the channel partners proactively about existing fund performance & USP’s and of new product launches.
• Ensure timely coverage for all existing relationships assigned resulting into effective communication about Axis Mutual Fund & its schemes.
• Train channel partners on different MF & alternate products.
• Manage existing & potential Private Wealth Channel relationships to increase allocation to Axis products.
• Channel Engagement & promotional activities.
• Identify areas for enhancement, propose innovative 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 makes you a great fit?

• Postgraduate/ graduate with 6 + years of experience in mutual fund sales. Past experience of handling private wealth counters preferred.
• Excellent communication skills and presentability.
• Proven track record in sales success.
• In-depth understanding of Debt/Equity Mutual Fund industry & alternate products.
• Ability to leverage social media platforms and other digital marketing channels to identify and connect with channel partners to promote product offerings.
• NISM XXI A and NISM V A Certification (mandatory before joining).
• Knowledge about mutual fund & alternate products regulatory environment.
• Open to local commute.

"Axis AMC is an equal opportunity employer, committed to fostering an inclusive and diverse workplace."