Job DescriptionOnboarding coach Relationship Manager - Mutual Funds
NFundsIndia | Bangalore (Bellandur) | Full-Time | Work from Office
NAbout FundsIndia
nFundsIndia 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.
NWhat You'll Do
nFinancial awareness and guidance
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- Engage current 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-toperson for any questions during their onboarding journey. N

nSales & Conversion
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- 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

nWhat We're LookingFor
NExperience
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- 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

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