Job Description Onboarding Coach: Digital Sales-Wealth n FundsIndia | Bangalore (Bellandur) | Full-Time | Work from Office n n 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.n n About FundsIndia n 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.n n What You'll Do n Financial awareness and guidance n n Engage new leads through outbound calling - understanding their requirements, goals, and risk appetite. n Educate customers on the fundamentals of mutual fund investing: SIPs, lump sum, asset classes, risk profiles, and why FundsIndia's curated approach works.n Build genuine relationships nurturing leads across multiple touchpoints until they're confident and ready to invest. n Be the customer's go-to person for any questions during their onboarding journey. n n n Sales&Conversion; n n Consistently achieve monthly sales, calling and talktime targets and contribute to the team's revenue goals. n Adhere to quality standards on every call: clear communication, accurate information, and a customer experience that reflects well on the FundsIndia brand. n Develop, track and execute a personal sales plan each week - know your numbers, own your pipeline, and manage your time to maximize customer reach.n Develop in-depth, working knowledge of FundsIndia's fund selection, platform features, and investment products to make relevant,



personalized recommendations n n n What We're Looking For n Experience n n 1–3 years in inside sales, telesales, or relationship management - ideally in mutual funds, insurance, banking, or any financial services.n Demonstrated track record of hitting sales targets in a calling-based role. n Freshers with exceptional communication skills and a genuine passion for finance will also be considered. n n n Skills&Traits; n n Excellent spoken English and Hindi (a neutral, clear accent matters on calls). n Numerically comfortable with returns, percentages, SIP calculators, and portfolio math. n Coachable, process-oriented, and able to perform consistently in a structured, KPI-driven environment. n Self-motivated with a genuine hunger to earn - you see targets as prospect, not pressure.n n n Qualifications n n Graduate or Postgraduate in Finance, Business Administration, Commerce, Economics, or a related field. n 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.n n n What We Offer n Compensation n n Competitive fixed salary based on experience. n Uncapped incentives - your compensation can even double if you do well. n n n Work Culture n n A team that takes culture seriously— not just as a word on a wall. n Managers who coach, not just manage. We invest in making you better at the job.n Clear, transparent performance metrics— you always know where you stand. n Growth path within the organization for top performers. n n n Work Structure n Shift: 9:30 AM – 6:30 PM n Completely office-based n No field work, no travel n n Who Thrives Here n n You'll love this role if you:n Get a kick out of explaining complex things in simple terms n Have previously sold financial products and know what it feels like to earn a fat incentive payout n Are the kind of person who genuinely enjoys talking to people and solving their problems n Want a career in wealth management, not just a job in salesn n

📌 Digital Sales Manager, Bengaluru (India)
🏢 Important Business
📍 India