(Mutual Funds Sales - Fintech) (Bengaluru)

(Mutual Funds Sales - Fintech) (Bengaluru)

13 Oct
|
AL Fahad Global Enterprises
|
Bengaluru

13 Oct

AL Fahad Global Enterprises

Bengaluru

Company Description AL Fahad Global Enterprises is a growing organization operating in the financial services and fintech space, with a focus on delivering accessible investment solutions. The company is committed to leveraging technology to simplify mutual fund investing and improve client experience. Team members collaborate closely to develop customer-centric products and services that support long-term financial growth.

AL Fahad Global Enterprises values integrity, transparency, and continuous learning in its workplace culture. The organization offers opportunities to build a career in finance and fintech while contributing to innovative investment solutions.

Role Description This is a full-time, in office Mutual Funds Sales role based in Bengaluru. The role involves identifying potential clients, explaining mutual fund products, and recommending suitable investment options aligned with client goals and risk profiles. The professional will conduct regular follow-ups, manage client relationships, and support clients throughout the onboarding and investment process.

Day-to-day activities include coordinating with internal teams, tracking sales targets, preparing basic reports,



and staying updated on mutual fund market trends and regulations. The role requires active participation in sales campaigns, client meetings, and product presentations within a fast-paced fintech environment.

Qualifications

- Candidates should possess strong knowledge of Mutual Funds and Investments, with a solid understanding of Finance fundamentals.
- Candidates should possess effective Communication skills for client interaction, explanation of products, and relationship management.
- Candidates should possess strong Analytical Skills to assess client needs, interpret market information, and support data-driven recommendations.
- Relevant experience in mutual fund sales, financial advisory, or fintech-based investment services is highly beneficial.
- Bachelor’s degree in Finance, Commerce, Business, Economics, or a related field is preferred; industry certifications (e.g., NISM in India) are an advantage.
- Ability to work in a target-driven environment, with high ethical standards and customer-centric approach.
- Proficiency with digital tools, CRM systems, and basic MS Office applications to manage client data and reporting.

📌 (Mutual Funds Sales - Fintech) (Bengaluru)
🏢 AL Fahad Global Enterprises
📍 Bengaluru

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