Strategic Financial Partnerships Manager

6 days ago


thiruvananthapuram, India beBeeRelationship Full time

About Relationship ManagersAt PurpleFinch, we help individuals and businesses achieve their financial aspirations by providing tailored solutions.As a key player in our team, you will be responsible for managing client relationships, understanding their financial goals, and offering portfolio management services to help them make informed investment decisions.Key tasks include:Understanding clients' financial goals and objectivesOffering portfolio management services to optimize clients' investmentsFacilitating investment decisions through regular updates and supportThe ideal candidate should have experience in Client Relationship Management and an understanding of financial products. They should also possess knowledge of Portfolio Management, Mutual Funds, and Direct Equity Investments. Additionally, they should have excellent communication and interpersonal skills, as well as strong analytical skills and attention to detail.We offer a dynamic work environment with opportunities for growth and development. If you are looking for a challenging role that allows you to utilize your skills and experience, we encourage you to apply.



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