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 workplace.

Self-motivated with a genuine hunger to earn - you see targets as prospect, 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