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: transparent 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

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