Senior Financial Advisor

1 week ago

kochi, India beBeePortfolio Full time

At PurpleFinch, we're dedicated to helping individuals and businesses achieve their financial aspirations. Our team of experts specializes in providing tailored financial solutions that meet the unique needs of each client.Job Summary: As a full-time Relationship Manager based in Kochi, you will be responsible for managing client relationships, identifying client needs, and providing tailored financial solutions. This role involves understanding clients' financial goals, offering portfolio management services, facilitating investment decisions, monitoring client progress, and making necessary adjustments to strategies.Key responsibilities include:Understanding clients' financial objectives and developing personalized plans to achieve themProviding expert advice on investment opportunities, including mutual funds, direct equity investments, and portfolio management servicesBuilding strong relationships with clients through excellent communication and interpersonal skillsAnalyzing financial data and market trends to make informed investment decisionsCollaborating with internal teams to ensure seamless execution of financial solutionsRequirements:Bachelor's degree in Finance, Business, or related fieldRelevant experience in Client Relationship Management and Portfolio ManagementKnowledge of financial products, including mutual funds, direct equity investments, and corporate depositsExcellent analytical and problem-solving skillsAbility to work effectively in a team environment and prioritize tasks efficientlyWhat We Offer:A competitive compensation package, opportunities for professional growth and development, and a dynamic work environment that fosters collaboration and innovation.

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    kochi, India beBeeInvestment Full time

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    1 day ago

    Kochi, India Axis Max Full time

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    kochi, India beBeeCompliance Full time

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    kochi, India beBeeFinancialManager Full time

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