Digital Investment Expert (Mutual Funds)

Wealth India Financial Services; Chennai District, Bengaluru; On-site; INR 400,000 - 560,000; Full time

Job summary

Wealth India Financial Services is seeking a results-oriented sales professional to engage new leads via outbound calls, educate on mutual funds, and build trusted relationships through the onboarding journey. The role requires meeting monthly targets, delivering high-quality calls, and continually optimizing a personal sales plan.

Fluency in English and Hindi, plus strong numeracy, are essential. Graduate or postgraduate in Finance with a preferred NISM Series V-A certification will be

Qualifications

• 13 years in inside sales, telesales, or relationship management.
• Experience in mutual funds, insurance, banking, or financial services is preferred.
• Strong communication and sales targeting abilities.

Responsibilities

• Engage new leads through outbound calling, assess requirements and risk appetite.
• Educate customers on mutual fund investing fundamentals and FundsIndia's approach.
• Build relationships across touchpoints and guide leads to investment readiness.
• Be the customer's go-to person during onboarding.
• Meet monthly sales and talktime targets, contributing to revenue.
• Maintain quality standards on every call and ensure a positive customer experience.
• Develop and execute a personal weekly sales plan and manage time effectively.
• Acquire in-depth knowledge of FundsIndia's fund selection, platform features, and products to make personalized recommendations.

Skills

English fluency

Hindi fluency

Numerical literacy

KPI driven

Coachable

Education

Graduate/PG in Finance

NISM Series V-A

Job description

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.