Relationship Manager
2 weeks ago
Company 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 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 Description This 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. Qualifications - Experience in Client Relationship Management and understanding of financial products - Knowledge of Portfolio Management, Mutual Funds, and Direct Equity Investments - Excellent communication and interpersonal skills - Strong analytical skills and attention to detail - Ability to work effectively in a team environment - Relevant experience in the financial services industry - Bachelor’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 upGrad Rekrut Full timeHiring for Multiple Banking Roles – Leading Private Sector Banks (Mumbai) Experience: 1 to 10+ years Location: Mumbai (All major locations) Are you looking to build a rewarding career with India’s leading private sector banks? We are hiring for multiple clients in the Banking & Financial Services sector for various key roles across Mumbai. Open Positions...
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Relationship Manager
4 weeks ago
Mumbai, India upGrad Rekrut Full timeHiring for Multiple Banking Roles – Leading Private Sector Banks (Mumbai) Experience: 1 to 10+ years Location: Mumbai (All major locations) Are you looking to build a rewarding career with India’s leading private sector banks? We are hiring for multiple clients in the Banking & Financial Services sector for various key roles across Mumbai. 🔹 Open...
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Relationship Manager
4 weeks ago
Mumbai, India upGrad Rekrut Full timeHiring for Multiple Banking Roles – Leading Private Sector Banks (Mumbai)Experience: 1 to 10+ yearsLocation: Mumbai (All major locations)Are you looking to build a rewarding career with India’s leading private sector banks?We are hiring for multiple clients in the Banking & Financial Services sector for various key roles across Mumbai.Open PositionsWe...
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Relationship Manager
4 weeks ago
Mumbai, India upGrad Rekrut Full timeHiring for Multiple Banking Roles – Leading Private Sector Banks (Mumbai)Experience: 1 to 10+ years Location: Mumbai (All major locations)Are you looking to build a rewarding career with India’s leading private sector banks? We are hiring for multiple clients in the Banking & Financial Services sector for various key roles across Mumbai.🔹 Open...
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Relationship Manager
4 weeks ago
Mumbai, India upGrad Rekrut Full timeHiring for Multiple Banking Roles – Leading Private Sector Banks (Mumbai)Experience: 1 to 10+ years Location: Mumbai (All major locations)Are you looking to build a rewarding career with India’s leading private sector banks? We are hiring for multiple clients in the Banking & Financial Services sector for various key roles across Mumbai.🔹 Open...
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Relationship Manager
4 weeks ago
Mumbai, India upGrad Rekrut Full timeHiring for Multiple Banking Roles – Leading Private Sector Banks (Mumbai)Experience: 1 to 10+ years Location: Mumbai (All major locations)Are you looking to build a rewarding career with India’s leading private sector banks? We are hiring for multiple clients in the Banking & Financial Services sector for various key roles across Mumbai.🔹 Open...
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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
2 weeks ago
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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Relationship Manager
2 weeks ago
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 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...
