Relationship Manager - Mutual Fund - Mumbai

Angel One; Mumbai; On-site; INR 300,000 - 500,000; Full time

Job summary

Angel One in Mumbai is seeking a Relationship Manager - MFD to drive lead generation, tele-calling, and onboarding for mutual fund distribution. You will actively identify prospects, present opportunities, and guide onboarding for new MFDs.

You will build strong relationships, stay updated on mutual fund products, and work toward monthly and quarterly sales targets with CRM-recorded interactions to track progress.

Qualifications

• 2+ years of experience in Tele calling and outbound calls.
• Proficiency in Microsoft Excel.
• Graduate in any field.
• Good at multitasking.

Responsibilities

• Lead generation through databases, referrals, and cold calling.
• Conduct outbound tele-sales to introduce mutual fund distribution opportunities.
• Explain onboarding, commissions and product features to MFDs.
• Maintain CRM records and follow up on leads.
• Build strong relationships and guide onboarding for new MFDs.

Skills

Tele calling

Outbound calls

Microsoft Excel

Multitasking

Education

Graduate in any field

Job description

About Angel One:

Angel One is one of Indias fastest growing fin-techs, on a bold mission to make investing simple, smart, and inclusive for every Indian. With over 3+ crore clients, were building at scale and building for impact.

Our Super App helps clients manage their investments, trade seamlessly, and access financial tools tailored to their goals. We are working to build personalized financial journeys for our clients, powered by new-age tech, AI, Machine Learning and Data Science.

We're a builder's company at heart. Youll have the space to experiment, the freedom to move with velocity, and the mandate to make bold, user-first decisions every single day.

The vibe? Think less hierarchy, more momentum. Everyone has a seat at the table and a shot to build something that lasts.

Be part of a team thats scaling sustainably, thinking big, and building for the next billion.

Why You'll Love Working at Angel One!

• Tech Systems that run at Scale: From AI to real-time data infra, youll work on tech thats ahead of the curve and solve problems that truly matter.
• Build one of India’s Leading Fintech Platform: We’re not just disrupting finance – we’re shaping how billion Indians access wealth.
• Own It. Drive It. Scale It: You’ll have the freedom to lead, the resources to build, and the opportunity to leave your mark.
• Empowered Growth: We invest in your growth and empower you to explore your full potential.
• Exceptional Benefits: Our comprehensive benefits package includes health insurance, wellness programs, learning & development opportunities, and more.

Role: Relationship Manager - MFD – AService

Location:Mumbai

What you will do:

1. Lead Generation:

• Proactively identify and generate leads through various sources such as databases, referrals, and cold calling.
• Utilize effective lead generation strategies to ensure a steady flow of potential MFDs.o mitigate potential risks and safeguard client interests.

2. Tele Sales Activities:

• Conduct outbound calls to prospects with the aim of introducing our mutual fund distribution opportunities.
• Present compelling pitches, emphasizing the benefits and features of becoming a sub-broker with our firm.
• Address any inquiries or concerns raised by MFDs regarding mutual fund products, Onboarding process, commissions, etc.
• Follow up on leads and maintain accurate records of all interactions in the CRM system.

3. Relationship Building:

• Build strong, trusting relationships with MFDs by understanding their needs and offering tailored solutions.
• Provide personalized assistance and guidance throughout the onboarding process to ensure a smooth transition from prospect to active MFDs.

4. Product Knowledge:

• Stay updated on the latest developments in the mutual fund industry, including new products, regulations, and market trends.
• Demonstrate a comprehensive understanding of our mutual fund offerings and how they can benefit both MFDs and their clients.

5. Sales Targets and Reporting:

• Work towards achieving monthly and quarterly sales targets set by the management.
• Prepare and submit regular reports on sales activities, lead conversions, and pipeline status to track progress and identify areas for improvement

Who you are:

• Looking for 2+ years of experience in Tele calling, and outbound calls.
• Proficiency in Microsoft Excel.
• Graduate in any field.
• Good at Multitasking.

At Angel One, our thriving culture is rooted in Diversity, Equity, and Inclusion (DEI).

As an Equal opportunity employer, we wholeheartedly welcome people from all backgrounds irrespective of caste, religion, gender, marital status, sexuality, disability, class or age to be part of our team. We believe that everyone's unique experiences and viewpoints make us stronger together. Come and be a part of #OneSpace*, where your individuality is celebrated and embraced.