Team Manager -Inside sales

FundsIndia; Bengaluru; On-site; INR 4,000,000 - 7,000,000; Full time

Job summary

FundsIndia in Bengaluru is seeking a Senior Manager - Onboarding (Inside Sales) to lead a large, multilayered inside sales team that converts marketing-generated leads into first-time and repeat mutual fund investors.

You will own monthly, quarterly, and annual revenue targets, oversee MIS and dashboards, and design incentive plans while ensuring SEBI/AMFI-compliant investing experiences.

Qualifications

• MBA preferred from premier institute.
• 8–12 years inside sales experience.
• 4+ years leading 100+ member teams in a B2C, revenue-owning role.

Responsibilities

• Lead a 100+ member multilayered inside sales team converting marketing-generated leads into first-time and repeat mutual fund investors.
• Own monthly, quarterly and annual revenue targets.
• Own MIS and performance dashboards, driving forecasting accuracy and business reviews.
• Design and manage incentive and commission structures with HR and Finance.
• Design and enforce streamlined inside sales processes—cadence, productivity, and disposition hygiene.
• Build floor-ready sales pitches and playbooks; train and ensure script adherence.
• Drive funnel improvements: attempts, connects, follow-ups and conversions.
• Prepare and present reports to senior management and stakeholders.
• Ensure compliance with SEBI/AMFI norms on on-call claims.

Skills

Wealth fund sales

Revenue target ownership

Inside sales process

Cloud telephony CRM

Communication leadership

Team leadership

Education

MBA preferred

Tools

CRM software

Cloud telephony

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).