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Onboarding Coach- Relationship Manager - Mutual Funds FundsIndia Bangalore (Bellandur) Full-Time Work from Office At FundsIndia, we're looking for sharp, financially-literate individuals who can hold a meaningful conversations about growing investments via Mutual Funds. You'll work with real customers at the beginning of their wealth-building journey, help them understand mutual fund investing, and guide them into making their first investment with us. About FundsIndia FundsIndia is an 18-year old, SEBI and AMFI registered wealthtech platform, trusted by lakhs of investors across the country. We hand-pick the right mutual fund schemes for our investors and our curated portfolio has consistently outperformed benchmark returns by 3-4%. Every customer is assigned a dedicated Relationship Manager (that's you) to guide them through their investment journey - from their very first call to their first SIP and beyond. What You'll Do 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 What We're Looking For Experience - 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.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. What We Offer Compensation - Competitive fixed salary based on experience. Uncapped incentives - your compensation can even double if you do well. Work Culture - A team that takes culture seriously - not just as a word on a wall.Managers who coach, not just manage. We invest in making you better at the job.Clear, transparent performance metrics - you always know where you stand.Growth path within the organization for top performers. Work Structure - Shift: 9:30 AM - 6:30 PMCompletely office-basedNo field work, no travel .
Most are in India and the US. Here's how to pick the right one for you.
74.689Jobs
17.483IN
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WorkMundi's database shows 74,689 open sales positions globally. India leads with 17,483 jobs, followed by the US with 13,876. If you're open to geography, you have real options — but the sheer number means you need a filter. Don't apply to everything. Pick a country, a company size, and a sales model that matches what you actually want to do.
Almost 8 in 10 of these ads have their text written in English. That's useful for reading the job description and understanding what you're signing up for. But it tells you nothing about whether the role requires you to speak English with customers, partners, or your team. Ask the hiring manager directly during your first conversation.
The employers posting the most are boxlunch, SIMPLE RECRUIT, FlexBoard, and tmobile. If you see their name on a listing, you know they're actively hiring. That can work in your favor — high-volume recruiters often move faster. But volume also means competition. Your application needs to stand out.
Sales interviews almost always include a version of this: 'Tell me about a time you lost a deal. What did you learn?' Prepare a real story where you take ownership of what went wrong and what you'd do differently. Hiring managers want to see you learn, not just win.