Relationship Manager - Mutual Funds
Funds India | Bangalore (Bellandur) | Full-Time | Work from Office
At Funds India, 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 Funds India
Funds India 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 Funds India'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 Funds India 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 Funds India'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 prospect, not pressure.

Qualifications
Graduate or Postgraduate in Finance, Business Administration, Commerce, Economics, or a related field.
NISM Series V-A Mutual Fund Distributors certification is strongly preferred. If you don't
hold it yet, you'll need to complete it before you begin calling

customers — we'll support you through the process.

What We Offer

Compensation

Competitive fixed salary based on experience.

Uncapped incentives -your compensation can even double if you do well.

Work Culture
A team that takes culture seriously — not just as a word on a wall.
Managers who coach, not just manage. We invest in making you better at the job.
Clear, transparent performance metrics — you always know where you stand.

Growth path within the organization for top performers.

Work

Structure

Shift: 9:30 AM – 6:30 PM
Completely office-based

No field work, no travel

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