Job Description

About The Role

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We are looking for a Senior Manager - Onboarding to lead a large, multilayered inside sales team within FundsIndia's D2C (B2C) business, responsible for converting marketing-generated leads into first-time and repeat mutual fund investors. You'll own revenue and sales targets, design and enforce scalable sales processes, and build high-performing teams to deliver a seamless, trustworthy investing experience for FundsIndia customers.

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Designation: Senior Manager - Onboarding (Inside Sales)

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Experience: 8–12 years in inside sales or telesales, with at least 4 years leading large-scale teams (100+ members) in a B2C, revenue-owning capacity

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Qualification: MBA preferred, ideally from a premier institute

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Location: Bengaluru

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Must Have (Skills/Exposures/Certifications):

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- Strong understanding of the wealth / mutual fund distribution space (Regular-plan model, investor journey, advisory-led selling).
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- Proven ability to carry and deliver revenue / sales targets at scale.
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- Deep command of inside sales processes: dialing SOPs, Follow-up rules, disposition frameworks, productivity metrics.
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- Hands-on with cloud telephony (Smartflo, Ozonetel, Exotel, Ameyo) and CRM and strong understanding of using tools to drive efficiency.
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What You'll Own

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- Lead a 100+ member multilayered inside sales team, converting marketing-generated leads into first-time and repeat mutual fund investors.
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- Own and deliver monthly, quarterly, and annual revenue and sales targets.
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- Own MIS and performance dashboards, driving sales forecasting accuracy and weekly/monthly business reviews with leadership.
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- Design and manage incentive and commission structures in partnership with HR and Finance
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- Design and enforce streamlined inside sales processes - agent productivity, dialing cadence,



pipeline coverage, and disposition hygiene.
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- Build floor-ready sales pitches and playbooks, including objection handling, and drive training and script adherence.
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- Drive improvements across funnel stages to increase conversions- attempts, connects, follow-ups, and beyond.
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- Prepare and present reports to senior management and stakeholders.
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- Ensure compliance - all on-call claims meet SEBI/AMFI norms.
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What You'll Bring

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- Strong understanding of the wealth / mutual fund distribution space (Regular-plan model, investor journey, advisory-led selling).
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- Proven ability to carry and deliver revenue / sales targets at scale.
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- Deep command of inside sales processes: dialing SOPs, Follow-up rules, disposition frameworks, productivity metrics.
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- Hands-on with cloud telephony (Smartflo, Ozonetel, Exotel, Ameyo) and CRM and solid understanding of using tools to drive efficiency.
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- Exceptional communicator - sets the pitch standard, coaches on live calls, represents sales to leadership and marketing.
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- Proven track record in building and managing high-performing teams.
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- Demonstrated bias for results and persistence in hitting targets.
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- Ability to identify root causes and communicate recommendations effectively.
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- Highly hands-on, with the ability to operate comfortably across both 0-1 build phases and 10-100 scaling journeys.
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Is This You?

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- MBA preferred (premier institute a plus), with 8–12 years in inside sales/tele sales, including 4+ years leading a 100+ member agent team in a B2C revenue-carrying role.
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- Preferred: industry experience in leading fintech startups, new-age NBFCs/FIs, or private bank wealth management/AMC/securities divisions.
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- Company background: Experience at a well-established NBFC, financial institution, bank, AMC, or Small Finance Bank (SFB).
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📌 Team Manager -Inside sales (Bengaluru)
🏢 FundsIndia
📍 Bengaluru