Relationship Manager - Telecalling - Mutual Fund - Mumbai
Angel One · Mumbai, Maharashtra, India
Angel One · Mumbai, Maharashtra, India
**About Angel One:** Angel One is one of Indias fastest growing fin-techs, on a bold mission to make investing simple, smart, and inclusive for every Indian. With over 3+ crore clients, were building at scale – and building for impact. Our Super App helps clients manage their investments, trade seamlessly, and access financial tools tailored to their goals. We are working to build personalized financial journeys for our clients, powered by new-age tech, AI, Machine Learning and Data Science. We're a builder's company at heart. You’ll have the space to experiment, the freedom to move with velocity, and the mandate to make bold, user-first decisions – every single day. The vibe? Think less hierarchy, more momentum. Everyone has a seat at the table and a shot to build something that lasts. Be part of a team that’s scaling sustainably, thinking big, and building for the next billion. **Why You'll Love Working at Angel One!** - **Tech Systems that run at Scale:** From AI to real-time data infra, you’ll work on tech that’s ahead of the curve and solve problems that truly matter. - **Build one of India’s Leading Fintech Platform:** We’re not just disrupting finance – we’re shaping how billion Indians access wealth. - **Own It. Drive It. Scale It:** You’ll have the freedom to lead, the resources to build, and the opportunity to leave your mark. - **Empowered Growth:** We invest in your growth and empower you to explore your full potential. - **Exceptional Benefits:** Our comprehensive benefits package includes health insurance, wellness programs, learning & development opportunities, and more. **Role:** RM -Mutual Fund **Location:** Mumbai **What you will do:** 1. Outbound Calling: - Initiate outbound calls to potential MFDs/clients to introduce our mutual fund products and services. - Utilize lead lists, databases, and other resources to identify and reach out to MFDs. - Drive key business parameters:-Need to ensure to achieve minimum business from MFDs (activation, SIP & drive Lumpsum). - Onboarding of MFDs/acquisition of KYC. 2. Product Presentation: - Present information about our mutual fund products, including their features, benefits, and performance. - Explain the various investment options available and help clients understand how they align with their financial goals. 3. Objection Handling: - Address any concerns or objections raised by prospects regarding mutual fund investments, fees, risks, etc. - Provide accurate and transparent information to alleviate concerns and build trust with MFDs. 5. Relationship Management: - Build and maintain strong relationships with MFDs by providing ongoing support, assistance, and personalized advice. - Keep MFDs informed about market updates, performance reports, and other relevant information to help them make informed investment decisions. **Who you are:** - Looking for 2+ years of experience in Tele calling, and outbound calls. - Proficiency in Microsoft Excel. - Graduate in any field. - Good at Multitasking. **At Angel One, our thriving culture is rooted in Diversity, Equity, and Inclusion (DEI).** *As an Equal opportunity employer, we wholeheartedly welcome people from all backgrounds irrespective of caste, religion, gender, marital status, sexuality, disability, class or age to be part of our team. We believe that everyone's unique experiences and viewpoints make us stronger together. Come and be a part of #OneSpace\\*, where your individuality is celebrated and embraced.*