Digital Relationship Manager -Wealth
Bangalore (Bellandur) | Full-Time | Work from Office
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 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.
● 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.
What We Offer
Compensation
● Competitive fixed salary based on experience.
● Uncapped incentives - your compensation can even double if you do well.
Work Culture
● A team that takes culture seriously — not just as a word on a wall.
● Managers who coach, not just manage. We invest in making you better at the job.
● Clear, transparent performance metrics — you always know where you stand.
● Growth path within the organization for top performers.
Work Structure
● Shift: 9:30 AM – 6:30 PM
● Completely office-based
● No field work, no travel
Who Thrives Here
You'll love this role if you:
● Get a kick out of explaining complex things in simple terms
● Have previously sold financial products and know what it feels like to earn a fat incentive payout
● Are the kind of person who genuinely enjoys talking to people and solving their problems
● Want a career in wealth management, not just a job in sales
Pay: ₹25,000.00 - ₹37,000.00 per month
Work Location: In person
