About FundsIndia

FundsIndia is an 18-year old, SEBI and AMFI registered wealth tech 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.

What You'll Do
Financial awareness and guidance

• Engage recent leads through outbound calling - understanding their requirements, goals, and risk appetite.
• Educate customers on the fundamentals of mutual fund investing: SIPs, lump sum, asset work classes, risk profiles, and why FundsIndia'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 FundsIndia 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 FundsIndia's fund selection, platform and investment products to make relevant, personalized recommendations

What We're Looking For
• 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, cle

📌 Relationship Manager (Chennai)
🏢 FundsIndia
📍 Chennai