01Overview
Relationship Manager - Mutual Funds
FundsIndia | Bangalore (Bellandur) | Full-Time | Work from Office
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.
About FundsIndia
FundsIndia is an 18-year old, SEBI and AMFI registered wealthtech platform, trusted by
lakhs of investors across the country. We hand-pick the right mutual
fund schemes for our investors and our curated portfolio has
consistently outperformed benchmark returns by 34%. Every customer
is assigned a dedicated Relationship Manager (that's you) to guide
them through their investment journey from their very first call
to their first SIP and beyond.
What You'll Do
Financial awareness and guidance
- Engage recent 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 relev .
