Team Manager -Inside sales

FundsIndia; Bengaluru; On-site; INR 4,200,000 - 6,000,000; Full time

Job summary

FundsIndia seeks a Senior Manager - Onboarding (Inside Sales) to lead a large, multilayered inside sales team in its D2C business. You will convert marketing-generated leads into first-time and repeat mutual fund investors, owning revenue and sales targets, and building scalable processes for a seamless investing experience.

The role requires 8–12 years in inside sales with at least 4 years leading large teams, MBA from a premier institute preferred, and deep hands-on with cloud telephony and

Qualifications

• Deep knowledge of wealth and mutual fund distribution, investor journey, advisory-led selling.
• Proven ability to carry and deliver revenue targets at scale in B2C.
• 8-12 years in inside/telesales with 4+ years leading 100+ member teams.

Responsibilities

• Lead a 100+ member multilayered inside sales team driving conversions of marketing leads.
• Own monthly, quarterly, and annual revenue targets and forecasts.
• Own MIS and dashboards; drive weekly/monthly business reviews with leadership.
• Design and manage incentive and commission structures with HR/Finance.
• Create and enforce inside sales playbooks, pitches, and objection handling.
• Drive funnel improvements across attempts, connects, follow-ups, and conversions.
• Prepare reports for senior management and ensure SEBI/AMFI compliance.

Skills

Wealth & MF distribution

Revenue targets

Inside sales processes

Cloud telephony & CRM

Strong communication

Team leadership

Result oriented

Education

MBA from premier institute

Tools

Smartflo

Ozonetel

Exotel

Ameyo

CRM

Job description

We are looking for a Senior Manager - Onboarding to lead a large, multilayered inside sales team within FundsIndia's D2C (B2C) business, responsible for converting marketing-generated leads into first-time and repeat mutual fund investors. You'll own revenue and sales targets, design and enforce scalable sales processes, and build high-performing teams to deliver a seamless, trustworthy investing experience for FundsIndia customers.

Designation: Senior Manager - Onboarding (Inside Sales)

Experience: 8-12 years in inside sales or telesales, with at least 4 years leading large-scale teams (100+ members) in a B2C, revenue-owning capacity

Qualification: MBA preferred, ideally from a premier institute

Must Have (Skills/Exposures/Certifications):

• Strong understanding of the wealth / mutual fund distribution space (Regular-plan model, investor journey, advisory-led selling).
• Proven ability to carry and deliver revenue / sales targets at scale.
• Deep command of inside sales processes: dialing SOPs, Follow-up rules, disposition frameworks, productivity metrics.
• Hands-on with cloud telephony (Smartflo, Ozonetel, Exotel, Ameyo) and CRM and strong understanding of using tools to drive efficiency.

What You'll Own

• Lead a 100+ member multilayered inside sales team, converting marketing-generated leads into first-time and repeat mutual fund investors.
• Own and deliver monthly, quarterly, and annual revenue and sales targets.
• Own MIS and performance dashboards, driving sales forecasting accuracy and weekly/monthly business reviews with leadership.
• Design and manage incentive and commission structures in partnership with HR and Finance
• Design and enforce streamlined inside sales processes - agent productivity, dialing cadence, pipeline coverage, and disposition hygiene.
• Build floor-ready sales pitches and playbooks, including objection handling, and drive training and script adherence.
• Drive improvements across funnel stages to increase conversions- attempts, connects, follow-ups, and beyond.
• Prepare and present reports to senior management and stakeholders.
• Ensure compliance - all on-call claims meet SEBI/AMFI norms.

What You'll Bring

• Strong understanding of the wealth / mutual fund distribution space (Regular-plan model, investor journey, advisory-led selling).
• Proven ability to carry and deliver revenue / sales targets at scale.
• Deep command of inside sales processes: dialing SOPs, Follow-up rules, disposition frameworks, productivity metrics.
• Hands-on with cloud telephony (Smartflo, Ozonetel, Exotel, Ameyo) and CRM and strong understanding of using tools to drive efficiency.
• Exceptional communicator - sets the pitch standard, coaches on live calls, represents sales to leadership and marketing.
• Proven track record in building and managing high-performing teams.
• Demonstrated bias for results and persistence in hitting targets.
• Ability to identify root causes and communicate recommendations effectively.
• Highly hands-on, with the ability to operate comfortably across both 0-1 build phases and 10-100 scaling journeys.

Is This You?

• MBA preferred (premier institute a plus), with 8-12 years in inside sales/tele sales, including 4+ years leading a 100+ member agent team in a B2C revenue-carrying role.
• Preferred: industry experience in leading fintech startups, new-age NBFCs/FIs, or private bank wealth management/AMC/securities divisions.
• Company background: Experience at a well-established NBFC, financial institution, bank, AMC, or Small Finance Bank (SFB).