Company Description KV Wealth – Invest & Insure is an AMFI-registered mutual fund distributor focused on comprehensive, customized solutions in wealth creation and wealth management. The firm emphasizes simple, unbiased, and clear professional advice that helps clients make confident financial decisions. KV Wealth positions itself as a long-term partner, aiming to be a trusted guide throughout each client’s financial journey. The team is committed to improving clients’ quality of life by turning financial goals into practical, actionable strategies. KV Wealth believes that anyone can build wealth through disciplined investing, regardless of their starting point.
Role Description The Sales Relationship Manager is a full-time, on-site role based in Surat. This role is responsible for building and maintaining solid relationships with existing and prospective clients, understanding their financial goals, and presenting suitable investment and insurance solutions. Day-to-day activities include meeting clients, explaining products and services, following up on leads, managing sales pipelines, and ensuring a high level of client satisfaction. The Sales Relationship Manager will collaborate with internal teams to address client queries, prepare proposals,



and support the onboarding process. The role also involves achieving sales targets, monitoring market trends, and maintaining accurate records in line with regulatory and internal standards.
Qualifications

- Demonstrated skills in Business Relationship Management to develop, nurture, and retain client relationships.
- Strong Communication skills, including clear verbal and written communication, active listening, and presentation abilities.
- Foundational knowledge in Finance, especially investment products, mutual funds, and basic wealth management concepts.
- Proven Sales skills, including lead generation, negotiation, and closing, with a client-centric approach.
- Experience or capability in Sales Management, such as managing pipelines, tracking performance, and meeting targets.
- Bachelor’s degree in business, finance, commerce, or a related field is preferred.
- Comfort working in an on-site environment in Surat, with the ability to meet clients regularly.
- High level of integrity, attention to detail, and adherence to regulatory and ethical standards.
- Proficiency with basic office software and CRM tools to manage client data and reporting.

📌 Sales Relationship Manager (Surat)
🏢 KV Wealth
📍 Surat