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 canhold a meaningful conversations about growing investments via Mutual Funds. You'll work with real customers at the beginning of theirwealth-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 bylakhs of investors across the country. We hand-pick the right mutualfund schemes for our investors and our curated portfolio hasconsistently outperformed benchmark returns by 3–4%. Every customeris assigned a dedicated Relationship Manager (that's you) to guidethem through their investment journey — from their very first callto 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: explicit 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 recommenda

📌 Digital Sales Manager (Kochi)
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