Sales Relationship Manager

1 day ago


Surat, Gujarat, India KV Wealth Full time ₹ 5,00,000 - ₹ 15,00,000 per year

Company Description

KV Wealth – Invest & Insure is an AMFI-registered mutual fund distributor focused on delivering comprehensive and tailored wealth creation and management solutions. We are committed to providing our clients with clear, unbiased, and actionable financial advice that enhances their quality of life. KV Wealth serves as a trusted partner in clients' financial journeys, guiding them in a professional and approachable manner. With a belief that anyone can achieve wealth through informed investing, we strive to simplify and personalize the investment process.

Role Description

This is a full-time on-site role for a Sales Relationship Manager, located in Surat. The Sales Relationship Manager will be responsible for building and maintaining strong client relationships, managing sales activities, and offering investment solutions to clients. Their day-to-day tasks include understanding client financial goals, advising on suitable products, meeting sales targets, and collaborating with internal teams to deliver exceptional customer service.

Qualifications

  • Proficiency in Business Relationship Management and Sales skills
  • Strong communication and interpersonal abilities
  • Knowledge of finance and investment principles
  • Expertise in Sales Management and driving revenue growth
  • Ability to develop trust with clients and provide valuable investment insights
  • Bachelor's degree in Finance, Business, or a related field
  • Relevant experience in the financial services or wealth management industry is a plus


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