Onboarding Coach- Relationship Manager - Mutual Funds

FundsIndia | Bangalore (Bellandur) | Full time | Work from Office 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.

About

FundsIndia

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. What You'll Do

Financial awareness and guidance

Engage new 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: clear 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 What We're Looking For

Experience

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

Demonstrated track record of hitting sales targets in a calling-based role.

Freshers with exceptional communication skills and a genuine passion for finance will also be considered.

Skills & Traits

Excellent spoken English and Hindi (a neutral, clear accent matters on calls).

Numerically comfortable with returns, percentages, SIP calculators, and portfolio math.

Coachable, process-oriented, and able to perform consistently in a structured, KPI-driven environment.

Self-motivated with a genuine hunger to earn - you see targets as opportunity, not pressure. Qualifications

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

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.

What We

Offer

Compensation

Competitive fixed salary based on experience.

Uncapped incentives - your compensation can even double if you do well. Work Culture A team that takes culture seriously — not just as a word on a wall.

Managers who coach, not just manage. We invest in making you better at the job.

Clear, transparent performance metrics — you always know where you stand.

Growth path within the organization for top performers. Work Structure

Shift: 9:30 AM – 6:30 PM

Completely office-based

No field work, no travel

📌 Digital Manager (Bengaluru)
🏢 FundsIndia
📍 Bengaluru