Digital relationship manager_wealth

FundsIndia · Bangalore, India

At Funds India, 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 D

o Financial awareness and guidanc e 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 Funds India'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 & Conversio n 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 Funds India 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 Funds India's fund selection, platform features, and investment products to make relevant, personalized recommendation

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What We're Looking F

or Experien ce1–3 years in inside sales, telesales, or relationship management - ideally in mutual funds, insurance, banking, or any financial service s. Demonstrated track record of hitting sales targets in a calling-based rol e. Freshers with exceptional communication skills and a genuine passion for finance will also be considere

d. Skills & Trai ts Excellent spoken English and Hindi (a neutral, clear accent matters on calls ). Numerically comfortable with returns, percentages, SIP calculators, and portfolio mat h. Coachable, process-oriented, and able to perform consistently in a structured, KPI-driven environmen t. Self-motivated with a genuine hunger to earn - you see targets as opportunity, not pressur

e. Qualificatio ns Graduate or Postgraduate in Finance, Business Administration, Commerce, Economics, or a related fiel d. 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 proces

s. Work Structu re Shift: 9:30 AM – 6:30 PMCompletely office-bas ed No field work, no trav el