<div>Job Title:Onboarding Coach<br /> Location: HSR Layout, Bangalore<br /> Company: FundsIndia<br /> About FundsIndia<br /> FundsIndia is one of India&rsquo;s largest and most trusted investment platforms, with over 15 years of<br /> experience in empowering more than 25 lakh investors. We provide seamless access to a wide<br /> range of financial products, including mutual funds, equities, corporate fixed deposits, and other<br /> investment solutions, helping individuals achieve their long-term financial goals with confidence.<br /> Role Overview<br /> The Onboarding Advisor will be responsible for engaging new leads through outbound calling,<br /> about mutual fund investments, completing the first sale with minimum investment value, and<br /> ensuring maximum lead activation through effective telephonic interactions.<br /> Key Responsibilities<br /> ●<br /> ●<br /> ●<br /> ●<br /> ●<br /> Achieve daily productivity targets, including a minimum of 200 outbound calls and 3<br /> hours of effective talk time.<br /> Plan and manage the workday efficiently to maximize customer reach and engagement<br /> through telephonic conversations.<br /> Initiate and close the first mutual fund investment for new customers with the<br /> prescribed minimum investment amount.<br /> Achieve activation and sales target month on month without fail.<br /> Ensure RNR (Ring No Response) leads are called a minimum of three times per<br /> day as per process guidelines.●<br /> ●<br /> ●<br /> Focus on maximum lead activation by converting contacted leads into active investors.<br /> Maintain accurate and timely updates of customer interactions, call outcomes, and<br /> investment status in the CRM system.<br /> Adhere strictly to regulatory guidelines, internal policies, and compliance requirements<br /> related to mutual fund sales.<br /> ●<br /> ●<br /> Coordinate with internal teams to resolve customer onboarding issues and ensure a<br /> smooth investment experience.<br /> Continuously work on improving call quality, conversion ratios, and customer<br /> satisfaction.<br /> Qualifications<br /> ●<br /> ●<br /> Education: Graduate or Postgraduate in Finance, Business Administration, Economics,<br /> Commerce, or a related field.<br /> Experience:<br /> ○<br /> 6 months to 3 years of experience in telesales or inside sales, preferably in the<br /> financial services domain.<br /> ●<br /> ●<br /> ○<br /> Prior experience or knowledge in mutual funds is an added advantage.<br /> ○<br /> Freshers with strong communication skills and an interest in finance may also<br /> apply.<br /> Location Preference: Candidates ready to work in Bellendur or be willing to relocate to<br /> Bangalore.<br /> Profile Stability: Demonstrated consistency in employment with no frequent job<br /> changes.Required Skills<br /> ●<br /> ●<br /> ●<br /> ●<br /> Excellent verbal communication skills in English and Hindi (neutral accent preferred).<br /> Sound understanding of financial products and basic risk management concepts.<br /> Strong customer-centric mindset with problem-solving abilities.<br /> Ability to work in a target-driven, structured environment.<br /> Preferred Qualifications<br /> ●<br /> NISM Series V-A certification (preferred) if not available should be ready to get certified.<br /> ●<br /> Proven experience in selling financial products such as mutual funds and insurance.<br /> Work Environment &amp; Structure<br /> ●<br /> ●<br /> ●<br /> ●<br /> Fixed day-shift timings to ensure better work-life balance.<br /> Rotational weekly offs.(5 days working with sunday fixed off)<br /> Structured work schedule with clear productivity benchmarks and KPIs.<br /> No fieldwork; role is entirely office-based.<br /> What We Offer<br /> ●<br /> ●<br /> ●<br /> Competitive compensation aligned with market standards and experience.<br /> Attractive performance-based incentives.</div> <div><br /> New role give naukari search don&rsquo;t make it too main line I got find the right fit candidate<br /> Comprehensive training on financial products and investment strategies.●<br /> ●<br /> Exposure to a wide range of investment solutions and market insights.<br /> Opportunity to build a long-term, rewarding career in the financial services industry.<br /> Salary<br /> As per market standards, based on experience and previous compensation.<br /> Join Us<br /> If you are passionate about helping customers achieve their financial goals, possess strong<br /> telesales skills, and thrive in a performance-driven environment, we invite you to apply and<br /> become part of the FundsIndia family.</div>