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Job 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).
Skills
Inside SalesSalesBFSI SalesTelesalesSalesSales TeamIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
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