Client Relationship Specialist

2 weeks ago


nagpur, India beBeeFinancial Full time

Client Relationship Specialist Job DescriptionPurpleFinch is a renowned financial services firm dedicated to helping individuals and businesses achieve their financial aspirations.The Role:Manage client relationships, assess needs and preferences, and develop tailored solutions.Offer comprehensive financial planning, including portfolio management, investment advice, and risk assessment.Foster long-term partnerships, ensure client satisfaction, and maintain open communication.Requirements:Experience in Client Relationship Management, understanding of financial markets, and knowledge of regulatory requirements.Strong analytical skills, attention to detail, and proficiency in financial software.Excellent interpersonal skills, ability to work with diverse clients, and build trust-based relationships.Bachelor's degree in Finance, Business, or related field, with certifications such as QPFP or CFP advantageous.Benefits:Opportunity to work with a reputable financial services firm, gain industry expertise, and advance your career.Professional development opportunities, training, and continuous education to enhance skills and knowledge.Collaborative work environment, supportive team, and flexible working arrangements.Others:This role requires strong organizational skills, ability to prioritize tasks, and manage multiple projects simultaneously.Able to adapt to changing market conditions, regulations, and client needs.



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