Business Development Executive (Mutual Funds)

Company Description 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. Joining AL Fahad Global Enterprises offers exposure to the financial services industry and opportunities for professional development in business development and investment products.
Role Description This is a full-time, on-site role for a Business Development Executive (Mutual Funds) based in Bengaluru. The role involves identifying and developing new business opportunities for mutual fund products, including prospecting potential clients, conducting meetings, and presenting suitable investment solutions. Responsibilities include managing the sales pipeline, generating leads through various channels, and building strong, long-term relationships with individual and institutional clients. The Business Development Executive will handle account management activities such as onboarding clients, coordinating documentation, and ensuring ongoing service quality. The role also requires regular communication with internal teams, tracking market trends, and preparing reports on sales performance and client feedback.
Qualifications
Candidates should possess skills in New Business Development and Lead Generation to expand the client base and drive mutual fund sales.
Candidates should possess Business and Account Management skills to manage client relationships, portfolios, and service delivery effectively.
Candidates should possess strong Communication skills to explain mutual fund products clearly, conduct client meetings, and collaborate with internal teams.
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.
Ability to work with targets, use CRM or sales tracking tools, and prepare clear reports on business activities.

Work arrangement
No