Sales Relationship Manager

3 - 7 years

0 Lacs

Posted:1 day ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

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,

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