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 pass

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