Circle Manager

JOB TITLE Circle Manager All Banks
Reports to Zonal Head
No Reportees : Department : 3-5 Sales
Position Grade Range (may vary based on experience)

JOB PURPOSE:
Driving sales for Mutual Fund products through All Banks.

JOB ROLE :

Primary responsibility is to work closely and build strong relationship with Private Banks
to build strategies to help achieve revenue and sales targets for the region.
Ensure execution of strategies rolled out in the region.
Ensure maximum market share for Axis Mutual funds products within the region.
Regular communication on products, markets and sales tools to all the Private Banks & Wealth.

The incumbent would be responsible for achieving sales targets and market share for the
region.
Responsible for planning and executing activities for the channel as well as partners
resulting in business growth.
JOB REQUIREMENTS:

The employee should have relevant experience of working with the Private Banks channel
in a big market.
The employee should also have demonstrated significant contribution to the business
growth in the market through this channel.
The candidate should have the ability to manage a team to implement plans and execute
at the ground level.
Should have demonstrated working effectively with all the stakeholders.
The candidate should be diligent and open to extensive local commute.

EDUCATIONAL QUALIFICATION & EXPERIENCE

Post graduate /Graduate with 5 to 8 years of experience.
NISM certification mandatory.
PERSONAL ATTRIBUTES

Aware of the Organizationals vision, philosophy and strategic goals, helps and motivates team
members constantly to keep the vision and strategic goals in sight.
Has thorough understanding and knowledge of the own department & own work area.
Adequate knowledge of the competition to be able to compare and uses resource allocation
effectively in terms of cost and efficiency.

Provide team members with clear expectations, goals / targets and identify a course of action to
overcome obstacles.

Updates & Upskills self & team members for new systems, processes and technology trends.
Proactively identifies potential risk and evaluates few alternative ideas and solutions to resolve them
promptly and/ or escalate them appropriately.

Monitor and evaluate qualitative/ quantitative customer satisfaction metrics to build a foundation of
mutual understanding & trust.
Encourages exchange of knowledge, expertise, best practices and resources to achieve organizational
objectives & shared goals.
Guide & Share honest, balanced (positive & developmental) actionable feedback in suitable and non-
threatening manner for effective career growth of team member.
Motivate and guide with special focus on hi-potential team members to take on extended
responsibilities for future role.
OTHER REQUIREMENT

The incumbent should have a good understanding and interpretation of financial market data.
Should have strong understanding of changing dynamics of Mutual Fund Industry.