Business Development Executive (Mutual Funds)

About the Role

AL Fahad Global Enterprises is a growing organization focused on delivering financial products and services, with a dedicated emphasis on mutual fund solutions for a diverse client base. The company aims to support clients in achieving their financial objectives through professional guidance and tailored investment offerings. Team members collaborate in a dynamic environment that values integrity, client service, and long-term relationships. This is a full-time, on-site role for a Business Development Executive (Mutual Funds) based in Bengaluru.

Key Responsibilities

• Identify and develop new business opportunities for mutual fund products.
• Prospect potential clients.
• Conduct meetings and present suitable investment solutions.
• Manage the sales pipeline.
• Generate leads through various channels.
• Build strong, long-term relationships with individual and institutional clients.
• Handle account management activities such as onboarding clients.
• Coordinate documentation.
• Ensure ongoing service quality.
• Regularly communicate with internal teams.
• Track market trends.
• Prepare reports on sales performance and client feedback.

Requirements & Tech Stack

• New Business Development skills
• Lead Generation skills
• Business and Account Management skills
• Strong Communication skills
• Ability to work with targets
• Experience using CRM or sales tracking tools
• Ability to prepare clear reports on business activities

Qualifications

• Relevant experience in mutual funds, wealth management, or financial services sales is highly beneficial.
• A bachelor’s degree in finance, business, economics, or a related field is preferred.
• Knowledge of mutual fund products, regulatory requirements, and basic investment concepts is an advantage.