At 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.

What You'll Do

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: 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.

What We're Looking For

Experience

● 1–6 years in inside sales, telesales, or relationship management - ideally in mutual funds.

● 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 (or any other additional language)

● Numerically comfortable with returns, percentages, SIP calculators, and portfolio math.

● Coachable, process-oriented, and able to perform consistently in a structured, KPIdriven workplace.

● 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.

📌 Relationship Manager (Chennai)
🏢 FundsIndia
📍 Chennai