Relationship Manager
2 weeks ago
Company DescriptionPurpleFinch is a renowned financial services firm dedicated to helping individuals and businesses achieve their financial aspirations. We specialize in providing tailored financial solutions, including mutual funds, portfolio management services, insurance, corporate deposits, direct equity investments, and loans against securities. Our client-first approach involves understanding each client's unique financial challenges and goals, offering effective solutions, and providing ongoing support. With a commitment to transparency and ethical practices, we ensure clients feel confident and secure in their financial journey. Based on strong financial expertise and goal-oriented strategies, PurpleFinch is steadfast in building a prosperous future for all.Role DescriptionThis is a full-time role for a Relationship Manager based in Mumbai. The Relationship Manager will be responsible for managing client relationships, identifying client needs, and providing tailored financial solutions. Key tasks include understanding clients' financial goals, offering portfolio management services, facilitating investment decisions, monitoring client progress, and making necessary adjustments to strategies. The Relationship Manager will also ensure clients receive regular updates and support to achieve their financial objectives.QualificationsExperience in Client Relationship Management and understanding of financial productsKnowledge of Portfolio Management, Mutual Funds, and Direct Equity InvestmentsExcellent communication and interpersonal skillsStrong analytical skills and attention to detailAbility to work effectively in a team environmentRelevant experience in the financial services industryBachelor’s degree in Finance, Business, or related field. Additional qualifications such as QPFP or CFP are beneficial
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Relationship Manager
4 weeks ago
Mumbai, India Insurance Dekho Full timeRelationship Manager We are seeking a dedicated Relationship Manager to join our dynamic team in Mumbai. This role is ideal for professionals with expertise in motor insurance products and a passion for customer relationship management. With an experience range of 3-6 years, the ideal candidate will be responsible for managing sales targets and fostering...
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Relationship manager
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Mumbai, India EducoHire Full timeJob Title: Relationship Manager Location: Mumbai Salary: 8 LPA Industry: BFSI / Financial Services Job Type: Full-Time Job Summary: We are seeking a dedicated and customer-oriented Relationship Manager to manage client portfolios, drive business growth, and ensure exceptional service delivery. The role requires strong communication skills, sales capability,...
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Mumbai, Maharashtra, India The Zero Group Full timeCompany DescriptionThe Zero Group is where real estate meets lifestyle. We don't just sell spaces — we help you find your moment and own your future. Specializing in residential, commercial properties, and plots, we deliver zero stress and 100% commitment to our clients. Let's build your tomorrow, starting from Zero.Role DescriptionThis is a full-time...
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Relationship Manager
2 weeks ago
mumbai, India PurpleFinch Full timeCompany Description PurpleFinch is a renowned financial services firm dedicated to helping individuals and businesses achieve their financial aspirations. We specialize in providing tailored financial solutions, including mutual funds, portfolio management services, insurance, corporate deposits, direct equity investments, and loans against securities. Our...
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Relationship Manager
2 weeks ago
Mumbai, India PurpleFinch Full timeCompany Description PurpleFinch is a renowned financial services firm dedicated to helping individuals and businesses achieve their financial aspirations. We specialize in providing tailored financial solutions, including mutual funds, portfolio management services, insurance, corporate deposits, direct equity investments, and loans against securities. Our...
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Relationship Manager
2 weeks ago
Mumbai, India PurpleFinch Full timeCompany DescriptionPurpleFinch is a renowned financial services firm dedicated to helping individuals and businesses achieve their financial aspirations. We specialize in providing tailored financial solutions, including mutual funds, portfolio management services, insurance, corporate deposits, direct equity investments, and loans against securities. Our...
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Relationship Manager
2 weeks ago
Mumbai, India PurpleFinch Full timeCompany Description PurpleFinch is a renowned financial services firm dedicated to helping individuals and businesses achieve their financial aspirations. We specialize in providing tailored financial solutions, including mutual funds, portfolio management services, insurance, corporate deposits, direct equity investments, and loans against securities. Our...
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Relationship Manager
2 weeks ago
mumbai, India PurpleFinch Full timeCompany DescriptionPurpleFinch is a renowned financial services firm dedicated to helping individuals and businesses achieve their financial aspirations. We specialize in providing tailored financial solutions, including mutual funds, portfolio management services, insurance, corporate deposits, direct equity investments, and loans against securities. Our...
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Relationship Manager
2 weeks ago
Mumbai, India PurpleFinch Full timeCompany DescriptionPurpleFinch is a renowned financial services firm dedicated to helping individuals and businesses achieve their financial aspirations. We specialize in providing tailored financial solutions, including mutual funds, portfolio management services, insurance, corporate deposits, direct equity investments, and loans against securities. Our...
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Relationship Manager
3 weeks ago
Mumbai, India upGrad Rekrut Full timeAbout the Company Relationship manager builds and maintains strong, positive connections with clients, acting as a crucial link between the company and its customers. They focus on understanding client needs, providing tailored solutions, and ensuring overall satisfaction to foster long-term partnerships and drive business growth. About the Role...
