Job Description Relationship Manager - Mutual Funds FundsIndia | n Bangalore (Bellandur) | Full-Time | Work from Office 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, n and guide them into making their first investment with us. n n What You'll Do n Financial n awareness and guidance n 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 & n Conversion n 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 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 n Excellent spoken English and Hindi (a neutral, explicit 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 opportunity, not pressure. n n n Qualifications n 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 n Competitive fixed salary based on experience. n Uncapped incentives - your compensation can even double if you do well. n n n Work Structure n n n Shift: 9:30 AM – 6:30 PM n Completely office-based n No field work, no travel n n

📌 Digital Sales Manager (Bengaluru)
🏢 FundsIndia
📍 Bengaluru