Relationship manager

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 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 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 & Conversion

Consistently achieve monthly sales, calling and talktime targets and contribute to the team's ...