Job Description Onboarding Coach_Relationship Manager - Mutual Funds
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n FundsIndia | Bangalore (Bellandur) | Full time | Work from Office
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nAt 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.
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n About FundsIndia
nFundsIndia 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 What You'll Do
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n Financial awareness and guidance
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- 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

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n Sales & Conversion
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- 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

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