Virtual Relationship Manager - Wealth (Mutual Funds)

Wealth India Financial Services; Chennai District, Bengaluru; On-site; INR 350,000 - 600,000; Full time

Job summary

Wealth India Financial Services in India is seeking an experienced sales professional to engage new leads via outbound calls, educate them on mutual fund investing, and guide them through onboarding to investment. You will build relationships, achieve monthly targets, and maintain high-quality customer experiences that reflect the FundsIndia brand.

The role requires strong English/Hindi communication, numerical comfort with returns and SIPs, and a genuine passion for finance.

Qualifications

• 13 years in inside sales, telesales, or relationship management in financial services.
• Proven track record of hitting sales targets in a calling-based role.
• Freshers with exceptional communication skills and a genuine passion for finance will be considered.

Responsibilities

• Engage new leads through outbound calling and understand their requirements, goals, and risk appetite.
• Educate customers on mutual fund investing fundamentals and FundsIndia's curated approach.
• Build relationships and guide leads across touchpoints until they’re ready to invest.
• Be the customer's go-to person during onboarding journey.
• Achieve monthly sales targets and contribute to revenue goals.
• Maintain quality standards on calls with clear communication and accurate information.
• Develop and execute a personal sales plan weekly and manage your pipeline.
• Develop knowledge of FundsIndia funds and platform to offer personalized recommendations.

Skills

English proficiency

Hindi proficiency

Communication

Sales targets

Education

Graduate or Postgraduate in Finance/Business/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.