Onboarding coach Relationship Manager - Mutual Funds

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

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 Structure

- Shift: 9:30 AM – 6:30 PM
- Completely office-based
- No field work, no travel

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