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KV Wealth
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Relationship Manager

Relationship Manager

KV Wealth

0 years

0 Lacs

surat gujarat india

Posted:23 hours ago| Platform:

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Skills Required

portfolios analysis management portfolio communication finance certifications

Work Mode

On-site

Job Type

Full Time

Job Description

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

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Relationship Manager