Sales Relationship Manager
13 hours ago
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
-
Relationship Manager
6 days ago
Surat, Gujarat, India Investzo Full time ₹ 6,00,000 - ₹ 12,00,000 per yearResponsibilities:* Manage client relationships through regular communication and meetings.* Collaborate with sales team on new business opportunities.* Provide investment advice using mutual fund knowledge.Mobile bill reimbursementsPerformance bonusSales incentivesHealth insuranceAnnual bonus
-
Relationship Manager
6 days ago
Surat, Gujarat, India QuickTurtle Full time ₹ 9,00,000 - ₹ 12,00,000 per yearPosition - Relationship Managers - Acquisition - Demat cum Trading Accounts , Equity Broking1) The candidate will carry a traget of Acquisition of Demat & Trading accounts , with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. 2) Building and maintaining...
-
Relationship Managers
1 week ago
Surat, Gujarat, India QuickTurtle Full time ₹ 6,00,000 - ₹ 12,00,000 per yearRelationship Managers Acquisition- Demat cum Trading Accounts , Equity Broking1) The candidate will carry a traget of Acquisition of Demat & Trading accounts , with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references.2) Building and maintaining relationships with...
-
Relationship Manager
2 weeks ago
Surat, Gujarat, India Connect Consultant Full time ₹ 4,00,000 - ₹ 8,00,000 per yearResponsibilities:* Manage customer relationships through gold loan sales and appraisals* Ensure accurate gold valuations1-2 years of experience in Gold Appraisal, Valuation, CheckingUpto 30 years of age2 wheeler and Driving License is mandatoryHealth insuranceProvident fund
-
Customer Relationship Manager
1 week ago
Surat, Gujarat, India karma Vibes Full time ₹ 3,00,000 - ₹ 4,50,000 per yearJob Summary:We are looking for a dynamic and customer-focused CRM Sales Executive to handle client communication, follow-ups, and sales coordination. The ideal candidate should be proactive in managing leads, maintaining strong client relationships, and ensuring smooth sales processes from inquiry to order closure.Key Responsibilities:Manage daily inquiries...
-
Service Relationship Manager
2 weeks ago
Surat, Gujarat, India Kotak Mahindra Bank Full time ₹ 15,00,000 - ₹ 25,00,000 per yearService Relationship Manager-Affluent-Priority-Regional sales Role:Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided by Kotak Group. Generate business actions across liabilities, assets and...
-
Relationship Manager-Housing Finance-Sales
9 hours ago
Surat, Gujarat, India Kotak Mahindra Bank Full time ₹ 4,00,000 - ₹ 12,00,000 per yearDescriptionWe are seeking a driven and experienced Relationship Manager to manage and grow the DSA (Direct Selling Agent) or branch channel for mortgage products. This is an individual contributor role focused on driving sales, ensuring compliance, and managing end-to-end case processing. The ideal candidate will have a strong background in mortgage sales,...
-
Relationship Manager
4 days ago
Surat, Gujarat, India Ckredence Wealth Management Full time ₹ 10,00,000 - ₹ 15,00,000 per yearKey Responsibilities:Client Relationship Management:Maintain and develop strong relationships with HNI and retail clients.Serve as the primary point of contact for assigned clients, ensuring prompt and effective resolution of queries and issues.Regularly update clients on market trends, investment opportunities, and portfolio performance.Sales & Advisory...
-
Relationship Manager
1 week ago
Surat, Gujarat, India Dream Solution Indore Full time ₹ 9,00,000 - ₹ 12,00,000 per yearRole & responsibilitiesKey Responsibilities:Identify and acquire new customers through various channels such as referrals, cold calling, and networkingConduct market research and analysis to identify potential sales opportunitiesBuild and maintain strong relationships with customers to ensure customer satisfaction and retentionMeet and exceed sales targets...
-
Relationship Manager
2 days ago
Surat, Gujarat, India Kotak Mahindra Bank Full time ₹ 5,00,000 - ₹ 15,00,000 per yearDescriptionJOB ROLE :· Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets.· Ensures high levels of customer service orientation and application of bank policy.· Cross sells existing bank products to customers.· Informs customers of new products or...