Role & responsibilities

Financial awareness and guidance

- Engage current 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: 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 features, and investment products to make relevant, personalized recommendations

Preferred candidate profile

Experience





13 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.

📌 Digital Investment Expert (Mutual Funds) (Bengaluru)
🏢 Wealth India Financial Services
📍 Bengaluru