AL Fahad Global Enterprises

Company Description
AL Fahad Global Enterprises is a growing organization focused on delivering high-quality financial and business services to clients across diverse sectors. The company emphasizes professional integrity, strong client relationships, and long-term value creation. Team members are encouraged to bring initiative, analytical thinking, and a client-first mindset to their work. The organization supports continuous learning and development, making it an appealing environment for individuals seeking to build a career in financial services. Operations in Bengaluru offer exposure to a dynamic market and a collaborative workplace.
Role Description
The Virtual Relationship Manager (Mutual Funds) is a full-time, on-site role based in Bengaluru. The role involves managing and growing client relationships by providing guidance on mutual fund products, investment options, and portfolio suitability through calls, video meetings, and other digital channels. Day-to-day responsibilities include onboarding new clients, explaining product features, handling queries, executing service requests, and ensuring timely follow-up and documentation. The Virtual Relationship Manager will monitor client portfolios, share periodic updates, and coordinate with internal teams to resolve issues and ensure a smooth service experience. The role requires adherence to regulatory guidelines, accurate recordkeeping, and consistent achievement of client satisfaction and business growth targets.
Qualifications
<ul>
<li>Strong understanding of mutual funds, basic financial planning concepts, and retail investment products.</li>
<li>Excellent communication skills, including the ability to explain financial concepts clearly through phone and video interactions.</li>
<li>Customer service orientation and relationship management abilities, with a focus on trust-building and long-term engagement.</li>
<li>Comfort with digital tools, CRM systems, and standard office software for managing client interactions and records.</li>
<li>Analytical skills for reviewing portfolios, identifying opportunities, and aligning recommendations with client goals.</li>
<li>Ability to work in a structured on-site environment in Bengaluru, manage time effectively, and meet performance targets.</li>
<li>Bachelor’s degree in Finance, Commerce, Business, or a related field; a mutual fund certification or relevant regulatory qualification is an advantage.</li>
<li>Prior experience in mutual fund sales, investment advisory, or financial services relationship management is preferred but not mandatory.</li>
</ul>

Virtual Relationship Manager (Mutual Funds)

Virtual Relationship Manager (Mutual Funds)

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