Inside Sales (Investment Coach)

Company Description

FundsIndia is one of India's largest platforms for investments and mutual funds, boasting nearly Rs. 10,000 crores in investments from over 25 lakh investors. Recognized as a fast-growing industry leader with several awards, FundsIndia provides access to India's financial system while offering sophisticated investment advice. With a mission to inspire the new generation of investors, FundsIndia is reimagining the investment industry through innovation and technology. Join us in shaping the future of investments and empowering individuals to achieve financial success.

Role Description

This is a full-time on-site role based in Bengaluru for an Inside Sales (Investment Coach). The Investment Coach will be responsible for guiding clients on their investment journey, conducting sales coaching sessions, delivering training programs, and driving sales performance. Responsibilities include building strong client relationships, understanding their financial goals, and providing tailored investment advice to meet their needs while contributing to the overall growth of the organization.

Qualifications

• Proficiency in Sales Coaching and Sales Trainings to maximize team performance.
• Strong Communication and interpersonal skills for building relationships with clients and team members.
• Expertise in Coaching and Training to upskill and mentor others effectively.
• Passion for investments and financial markets is highly advantageous.
• Self-motivated, results-driven, and capable of working in a dynamic environment.
• Relevant experience in sales or financial services is a plus.
• Bachelor's degree in Finance, Business, Economics, or a related field is preferred.
• Comfortable to work in sales environment