Relationship Manager - Mutual Funds

Roles & Responsibilities:

Financial awareness and guidance

- Engage recent leads through outbound calling - understanding their requirements, goals, and risk appetite.
- Educate customers on the fundamentals of mutual fund investing: SIPs, lump sum, asset classes, risk profiles, and why FundsIndia's curated approach works.
- Build genuine relationships nurturing leads across multiple touchpoints until they're confident and ready to invest.
- Be the customer's go-to person for any questions during their onboarding journey.

Sales & Conversion

- Consistently achieve monthly sales, calling and talktime targets and contribute to the team's revenue goals.
- Adhere to quality standards on every call: transparent communication, accurate information, and a customer experience that reflects well on the FundsIndia brand.




- Develop, track and execute a personal sales plan each week - know your numbers, own your pipeline, and manage your time to maximize customer reach.
- Develop in-depth, working knowledge of FundsIndia's fund selection, platform features, and investment products to make relevant, personalized recommendations

Skills required:

Experience

1–3 years in inside sales, telesales, or relationship management - ideally in mutual funds, insurance, banking, or any financial services.

Qualifications

- Graduate or Postgraduate in Finance, Business Administration, Commerce, Economics, or a related field. .

📌 Relationship Manager (Digital Sales)_Mutual Funds (Chennai)
🏢 FundsIndia
📍 Chennai