Digital Relationship Manager (Onboarding Coach)- Mutual Funds

Role & 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: 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.