Website:
alfahadglobal.com
Job details:
Company Description AL Fahad Global Enterprises is a growing organization with business interests that include financial services and investment products such as mutual funds. The company focuses on building long-term relationships with clients by offering tailored solutions that align with their financial goals. Operating in dynamic markets, AL Fahad Global Enterprises values professionalism, client-centric service, and ethical business practices. Team members are encouraged to take initiative, collaborate, and contribute to the company’s continued growth. The work environment rewards strong performance and offers opportunities for learning and career development.
Role Description The Relationship Manager (Mutual Funds) is a full-time, on-site role based in Bengaluru. This position is responsible for developing and maintaining strong relationships with retail and corporate clients, understanding their investment objectives, and recommending suitable mutual fund products. Daily activities include meeting clients, explaining product features, conducting portfolio reviews, and following up on leads to drive new business and cross-sell opportunities. The role involves coordinating with internal teams to process transactions, ensure accurate documentation, and resolve client queries in a timely manner. The Relationship Manager is also expected to stay updated on market trends, mutual fund performance, and regulatory guidelines, and to prepare periodic reports on client engagement and sales performance.
Qualifications
- Candidates should possess strong client relationship management skills, including active listening, clear communication, and the ability to build trust over time.
- Candidates should possess solid knowledge of mutual funds and financial markets, with the ability to interpret basic investment data and explain risks and returns to clients.
- Candidates should possess sales and business development abilities, such as lead generation, negotiation, and closing transactions in line with ethical standards.
- Candidates should possess organizational and documentation skills, including accurate record-keeping, attention to detail, and proficiency with standard office software.
- Candidates should possess problem-solving and analytical skills to assess client needs, recommend suitable products, and respond effectively to service issues.
- Relevant qualifications such as a bachelor’s degree in finance, commerce, business, or a related field are preferred; certifications in mutual fund distribution or investment advisory are an advantage.
- Prior experience in mutual funds, banking, or financial services relationship management is highly beneficial, along with familiarity with local regulatory norms.
- Ability to work on-site in Bengaluru, manage a client portfolio, and collaborate with cross-functional teams to achieve individual and team targets.
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