Investor Services Team Member

Team Member, IS Job Description Job Title: Team Member- IS & DS Division & Department: Operations, IS & DS Who we Are? Axis Asset Management Company Ltd (Axis AMC) was founded in 2009 and is amongst India ‘s largest and fastest growing mutual fund. We serve 1.3+ Cr customers and associates with highest humility across 100+ cities. We nourish the aspiration of becoming a Fin-Tech AMC and breaking into the Industry Top 5 over next couple of years. Our success is attributable to 3 founding principles namely; Long Term Wealth Creation, Outside-in (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. Thus, our endeavour is to offer a basket of investment solutions which helps customers create a financially independent & happier tomorrow. Our recent accolades: · 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) Why Join Us? At Axis, our constant endeavour is to provide a career path for job seekers which is laden with learning & winning. We foster a culture where success is celebrated. Our IS & DS team is responsible for Transaction Management & Reporting; Adhering Compliance, Regulations, SLA, & Audits. Distributor Services, Walkin Investor & Phone calls/Email Interaction The team is also responsible for CMS arrangements with Banks. Direct lead generation and Promotion of Digital services (Whatsapp/MF connect and online NCT services) conversion & Handling of transactions and QRCs for Portfolio Management Services (PMS) and Alternate Investments (AIF) What you will Do? · Perform error free branch operations related to Investor services, Sales Support function · Effective Sales support including the transaction & service related queries of the distributors & Investors · Effective Q/R/C Management related to Investor/Distributor Q/R/C · Database & inventory management · Coordination of the dispatch of forms, marketing collaterals, brokerage structure, etc · Accurate preparation & timely sharing of the Sales MIS with the RM's · Expense management & other admin related activities for the sales team · Handling client calls & RM servicing · Visiting Distributors periodically and updating service initiatives · Acting as a single point contact for Preferred Distributors What makes you a Great Fit? · MBA with work experience of 2 to 4 · NISM certification · Team Management · Service Orientation · Good understanding and interpretation of financial market data · Proficiency in MS office · Strong understanding of changing dynamics of Mutual Fund Industry · Have organized approach towards individual & team goals