Company Description

KARV Capital is a premier Mutual Fund Distributor and Strategic Wealth Consultant that combines ethical values with sophisticated financial growth. The firm focuses on building wealth, preserving trust, and creating long-term legacy for High-Net-Worth and Ultra-High-Net-Worth individuals. KARV Capital emphasizes transparent, data-driven strategies and personalized portfolio diversification to support multi-generational financial planning. Its services include strategic wealth consultancy, mutual fund distribution, and legacy and estate planning support. The organization is committed to nurturing partnerships where clients’ aspirations shape the financial strategy.

Role Description

The Relationship Manager role at KARV Capital is a full-time, on-site position based in Kota. This role involves managing and deepening relationships with HNI and Ultra-HNI clients, understanding their financial goals, and providing tailored wealth management and mutual fund solutions. The Relationship Manager will conduct regular portfolio reviews, monitor market developments,



and communicate insights to clients in a clear and timely manner. Daily responsibilities include prospecting and onboarding new clients, coordinating with internal teams to ensure productive service delivery, and maintaining accurate records of client interactions and investment activity. The role also includes organizing client meetings, supporting legacy and estate planning discussions, and upholding the firm’s standards of integrity, confidentiality, and compliance with regulatory requirements.

Qualifications
- Candidates should possess strong client relationship management, stakeholder engagement, and interpersonal communication skills.
- Candidates should possess skills in financial advisory, mutual fund products, portfolio diversification, and basic wealth planning concepts.
- Candidates should possess abilities in sales, business development, lead generation, and negotiation to effectiv

📌 Relationship Manager (Kota)
🏢 Karv Capital
📍 Kota