Relationship Manager - Mutual Funds
FundsIndia | Bangalore (Bellandur) | Full-Time | Work from Office
At FundsIndia, we're looking for sharp, financially-literate individuals who can
hold a meaningful conversations about growing investments via Mutual
Funds. You'll work with real customers at the beginning of their
wealth-building journey, help them understand mutual fund investing,
and guide them into making their first investment with us.

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: 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 relev

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