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
📌 Digital Sales Manager (Bengaluru)
🏢 FundsIndia
📍 Bengaluru
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