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FundsIndia

Senior Manager - Onboarding/Inside Sales

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Description

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.

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/telesales, 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).

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