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 current 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

📌 Relationship Manager (Bengaluru)
🏢 FundsIndia
📍 Bengaluru