Job Description Relationship Manager - Mutual Funds
n FundsIndia | Bangalore (Bellandur) | Full time | Work from Office
n At FundsIndia, we're looking for sharp, financially-literate individuals who can hold a meaningful conversations about growing investments via Mutual Funds. You'll work with real customers at the beginning of their wealth-building journey, help them understand mutual fund investing, and guide them into making their first investment with us.
n About FundsIndia
n FundsIndia is an 18-year old, SEBI and AMFI registered wealthtech platform, trusted by lakhs of investors across the country. We hand-pick the right mutual fund schemes for our investors and our curated portfolio has consistently outperformed benchmark returns by 3–4%. Every customer is assigned a dedicated Relationship Manager (that's you) to guide them through their investment journey — from their very first call to their first SIP and beyond.
n What You'll Do
n Financial awareness and guidance
n n Engage new leads through outbound calling - understanding their requirements, goals, and risk appetite.
n Educate customers on the fundamentals of mutual fund investing: SIPs, lump sum, asset classes, risk profiles, and why FundsIndia's curated approach works.
n Build genuine relationships nurturing leads across multiple touchpoints until they're confident and ready to invest.
n Be the customer's go-to person for any questions during their onboarding journey.
n n Sales & Conversion
n n Consistently achieve monthly sales, calling and talktime targets and contribute to the team's revenue goals.
n Adhere to quality standards on every call: clear communication, accurate information, and a customer experience that reflects well on the FundsIndia brand.
n Develop, track and execute a personal sales plan each week - know your numbers, own your pipeline, and manage your time to maximize customer reach.
n Develop in-depth, working knowledge of FundsIndia's fund selection, platform features, and investment products to make relevant,



personalized recommendations
n n What We're Looking For
n Experience
n n 1–3 years in inside sales, telesales, or relationship management - ideally in mutual funds, insurance, banking, or any financial services.
n Demonstrated track record of hitting sales targets in a calling-based role.
n Freshers with exceptional communication skills and a genuine passion for finance will also be considered.
n n Skills & Traits
n n Excellent spoken English and Hindi (a neutral, clear accent matters on calls).
n Numerically comfortable with returns, percentages, SIP calculators, and portfolio math.
n Coachable, process-oriented, and able to perform consistently in a structured, KPI-driven environment.
n Self-motivated with a genuine hunger to earn - you see targets as opportunity, not pressure.
n n Qualifications
n n Graduate or Postgraduate in Finance, Business Administration, Commerce, Economics, or a related field.
n NISM Series V-A Mutual Fund Distributors certification is strongly preferred. If you don't hold it yet, you'll need to complete it before you begin calling customers — we'll support you through the process.
n n What We Offer
n Compensation
n n Competitive fixed salary based on experience.
n Uncapped incentives - your compensation can even double if you do well.
n n Work Culture
n n A team that takes culture seriously — not just as a word on a wall.
n Managers who coach, not just manage. We invest in making you better at the job.
n Clear, transparent performance metrics — you always know where you stand.
n Growth path within the organization for top performers.
n n Work Structure
n Shift: 9:30 AM – 6:30 PM
n Completely office-based
n No field work, no travel
n Who Thrives Here
n You'll love this role if you:
n Get a kick out of explaining complex things in simple terms
n Have previously sold financial products and know what it feels like to earn a fat incentive payout
n Are the kind of person who genuinely enjoys talking to people and solving their problems
n Want a career in wealth management, not just a job in sales

📌 Digital Relationship Manager_Wealth (Bengaluru)
🏢 FundsIndia
📍 Bengaluru