Relationship Manager-Mutual Funds

GIRI CONSULTANCY; Bengaluru; On-site; INR 450,000 - 550,000; Full time

Job summary

FundsIndia in Bengaluru (Bellandur) is seeking a Relationship Manager for mutual funds. The role is office-based with 1–3 years of experience and a salary up to 5 LPA. Fluency in English and Hindi is mandatory, freshers with excellent communication also considered.

You will engage leads, educate on funds, and manage onboarding, aiming to convert prospects into investors. The position emphasizes building client relationships, meeting monthly targets, and delivering quality customer service in a

Qualifications

• 1–3 years in inside sales, telesales, or relationship management.
• Freshers with exceptional communication skills and finance interest will be considered.
• English and Hindi mandatory.

Responsibilities

• Engage new leads through outbound calling - understanding their requirements, goals, and risk appetite.
• Educate customers on mutual fund investing: SIPs, lump sum, asset classes, risk profiles, and FundsIndia's approach.
• Build relationships nurturing leads across multiple touchpoints until they're confident and ready to invest.
• Be the customer's go-to person for questions during onboarding.
• Consistently achieve monthly sales targets and contribute to the team's revenue goals.
• Maintain quality standards on calls and ensure a positive customer experience for FundsIndia.
• Develop and execute a personal sales plan weekly and manage your pipeline.
• Develop in-depth knowledge of FundsIndia's fund selection and platform features to make personalized recommendations.

Skills

Excellent English

Hindi proficiency

Numerical skills

Coachable

Education

Graduate or Postgraduate in Finance or Business Administration

Job description

Relationship Manager - Mutual Funds

Bangalore (Bellandur) | Work from Office

Exp - 1-3 yrs salary - upto 5 LPA

English and Hindi is mandatory

Fresher graduate with excellent com skills can apply(English &Hindi

Jd

• 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

• 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.

Qualifications

• Graduate or Postgraduate in Finance, Business Administration