Virtual Relationship Manager (Mutual Funds)

Role: Virtual Relationship Manager (Mutual Funds)

Company: AL Fahad Global Enterprises

Location: Bengaluru (On-site)

Employment Type: Full-time

About the Role

AL Fahad Global Enterprises is a growing organization focused on delivering high-quality financial and business services. The company emphasizes professional integrity, strong client relationships, and long-term value creation. The organization supports continuous learning and development.

Key Responsibilities

• Manage and grow client relationships.
• Provide guidance on mutual fund products, investment options, and portfolio suitability through digital channels (calls, video meetings).
• Onboard new clients.
• Explain product features.
• Handle client queries.
• Execute service requests.
• Ensure timely follow-up and documentation.
• Monitor client portfolios.
• Share periodic updates.
• Coordinate with internal teams to resolve issues.
• Ensure adherence to regulatory guidelines.
• Maintain accurate recordkeeping.
• Achieve client satisfaction and business growth targets.

Requirements & Tech Stack

• Strong understanding of mutual funds, basic financial planning concepts, and retail investment products.
• Excellent communication skills, including ability to explain financial concepts clearly through phone and video interactions.
• Customer service orientation and relationship management abilities.
• Comfort with digital tools, CRM systems, and standard office software.
• Analytical skills for reviewing portfolios and identifying opportunities.
• Ability to work in a structured on-site environment, manage time effectively, and meet performance targets.

Qualifications

• Bachelor’s degree in Finance, Commerce, Business, or a related field.
• A mutual fund certification or relevant regulatory qualification is an advantage.
• Prior experience in mutual fund sales, investment advisory, or financial services relationship management is preferred but not mandatory.