About The Role
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
Location: Bengaluru
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).
