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

New role give naukari search don’t make it too main line I got find the right fit candidate
Comprehensive training on financial products and investment strategies.●
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Exposure to a wide range of investment solutions and market insights.
Opportunity to build a long-term, rewarding career in the financial services industry.
Salary
As per market standards, based on experience and previous compensation.
Join Us
If you are passionate about helping customers achieve their financial goals, possess strong
telesales skills, and thrive in a performance-driven environment, we invite you to apply and
become part of the FundsIndia family.