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.

Locations: Bangalore( Bellandur)

Chennai( Anna Salai)

Role Overview

We are looking for motivated and customer-focused Investment Coaches to join our team. This role involves engaging with customers over calls, understanding their financial needs, and providing personalized investment guidance primarily in mutual funds. The position is target-driven and operates within a structured, professional environment that supports continuous learning and career growth.

Key Responsibilities

Financial awareness and guidance

- Engage new leads through outbound calling - understanding their requirements, goals,

and risk appetite.
- Educate customers on the fundamentals of mutual fund investing: SIPs, lump sum,

asset 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: transparent 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

features, and investment products to make relevant, personalized recommendations.

Experience

- 0-8 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, clear accent matters on calls).
- Numerically comfortable with returns, percentages, SIP calculators, and portfolio math.
- Coachable, process-oriented, and able to perform consistently in a

structured, KPI-driven environment.
- Self-motivated with a genuine hunger to earn - you see targets as opportunity, not

pressure.

Qualifications

- Graduate or Postgraduate in Finance, Business Administration, Commerce, Economics,

or a related field.
- 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. Work Environment & Structure

- Fixed day-shift timings to ensure better work-life balance.
- Rotational weekly offs.
- Structured work schedule with clear productivity benchmarks and KPIs.
- No fieldwork; role is entirely office-based.

Interested Candidates can reach out to - HR - (phone hidden)/ [email protected]

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