Digital Relationship Manager (Onboarding Coach)- Mutual Funds

Wealth India Financial Services; Chennai District, Bengaluru; On-site; INR 600,000 - 900,000; Full time

Job summary

Wealth India Financial Services is seeking an energetic sales professional with expertise in mutual funds to engage new leads, educate customers on investment basics, and build strong relationships through multiple touchpoints. You will own your pipeline, hit monthly targets, and provide accurate, high-quality guidance on FundsIndia products.

The role requires clear communication in English and Hindi, strong numerical skills for returns and portfolios, and a proactive, process-driven mindset in

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.
• 13 years in inside sales, telesales, or relationship management - ideally in mutual funds, insurance, banking, or any financial services.
• Freshers with exceptional communication skills and a genuine passion for finance will also be considered.

Responsibilities

• 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.
• 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

Skills

Excellent spoken English and Hindi

Numerically comfortable with returns

SIP calculators

Portfolio math

Coachable

Process-oriented

Self-motivated

Education

Graduate or Postgraduate in Finance, Business Administration, Commerce, Economics

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.