As a Sales Specialist at KV Wealth- Invest & Insure, you will play a key role in providing exceptional customer service and driving sales to assist clients in wealth creation and management. Your primary responsibilities will include communicating with clients, delivering top-notch financial advice, conducting training sessions, and ensuring the smooth management of the sales process. To excel in this role, you must possess excellent communication and customer service skills, as well as a strong aptitude for sales and sales management. Your ability to conduct training sessions effectively will be crucial in empowering clients with the knowledge needed to make informed financial decisions. Furthermore, your track record of meeting or exceeding sales targets will be essential in contributing to the company's growth and success. Working as part of a team at KV Wealth, you will leverage your expertise in business administration or a related field to collaborate with colleagues and achieve collective goals. Your dedication to providing unbiased and valuable financial advice will not only enhance the quality of life for clients but also align with the company's belief that strategic investments can help anyone build wealth. If you are someone who thrives in a dynamic and client-focused environment, where simplicity and competence are valued, then this Sales Specialist role in Surat awaits your contribution to the mission of KV Wealth- Invest & Insure. Join us in making a positive impact on clients" financial well-being and creating classy solutions in wealth management.,
Company Description At KV Wealth- Invest & Insure, our mission is to provide clients with comprehensive, competent, and customized solutions in wealth creation , Wealth Protection and Wealth Transfer . We offer simple, unbiased, and professional Guidance to enhance our clients' quality of life and provide actionable solutions. Our team is dedicated to being a trusted companion in your financial journey. We firmly believe that it is not necessary to be wealthy to invest, but you can surely be wealthy if you invest. Role Description This is a full-time on-site role for a Relationship Manager, located in Surat. The Relationship Manager will be responsible for building and maintaining client relationships, providing tailored financial Guidance , managing client portfolios, and offering comprehensive investment solutions. Day-to-day tasks include regular client meetings, financial analysis, and coordinating with other financial professionals to meet client needs. Qualifications Experience in Financial Advisory, Investment Management, and Portfolio Management Relationship-building and Client Management skills Strong analytical and problem-solving abilities Excellent communication and interpersonal skills Proficiency in financial analysis and market research Ability to work independently and in a team Bachelor's degree in Finance, Economics, Business Administration, or related field Certifications such as AMFI Registration or CFP are a plus
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
Role Overview: As a Sales Relationship Manager at KV Wealth Invest & Insure located in Surat, your main responsibility will be to build and maintain strong client relationships, manage sales activities, and offer investment solutions to clients. Your day-to-day tasks will involve understanding client financial goals, advising on suitable products, meeting sales targets, and collaborating with internal teams to provide exceptional customer service. Key Responsibilities: - Build and maintain strong client relationships - Manage sales activities effectively - Offer investment solutions to clients based on their financial goals - Meet sales targets set by the company - Collaborate with internal teams to ensure exceptional customer service delivery Qualifications Required: - 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 - Bachelors degree in Finance, Business, or a related field - Relevant experience in the financial services or wealth management industry is a plus,