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.
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, explicit accent matters on calls). Numerically comfortable with returns, percentages, SIP calculators, and portfolio math. Coachable, process-

📌 Relationship manager (Bengaluru)
🏢 FundsIndia
📍 Bengaluru