Relationship Manager - Mutual Funds
Bangalore (Bellandur) | Work from Office
Exp - 1-3 yrs salary - upto 5 LPA
English and Hindi is mandatory
Fresher graduate with excellent com skills can apply(English &Hindi)
JD:
● 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
● 1–3 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.
Qualifications
● Graduate or Postgraduate in Finance, Business Administration