Mutual Funds Inside Sales

About the Role

AL Fahad Global Enterprises is hiring for a full-time, on-site Mutual Funds Inside Sales role in Bengaluru, with a compensation of 5 LPA.

Key Responsibilities

• Engage with prospective and existing clients via phone and digital channels.
• Explain mutual fund products and investment options.
• Determine suitability of products based on client profiles.
• Handle lead follow-ups.
• Conduct product presentations.
• Respond to client queries.
• Support clients through the onboarding and transaction process.
• Maintain accurate records in CRM systems.
• Coordinate with operations and compliance teams.
• Meet defined sales and service targets.
• Continuously learn about mutual funds, market trends, and regulatory changes.

Qualifications

• Strong knowledge of Mutual Funds and Investments.
• Solid Finance understanding and Analytical Skills.
• Excellent Communication skills.
• Client service orientation, relationship-building abilities, and a target-driven mindset.
• Proficiency with CRM tools, MS Office, and basic data reporting.
• Ability to work collaboratively in an on-site team environment.

Relevant experience in financial services, wealth management, or mutual fund distribution is preferred.

A graduate degree in Finance, Commerce, Business, or a related field is beneficial.

Additional certifications in mutual funds or investment advisory are an advantage.