Business Financial Specialist

2 weeks ago


bangalore, India beBeeFinancial Full time

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.As a full-time Relationship Manager based in Mumbai, you will manage client relationships, identify client needs, and provide tailored financial solutions.Your key tasks include understanding clients' financial goals, offering portfolio management services, facilitating investment decisions, monitoring client progress, and making necessary adjustments to strategies.This role requires strong communication skills, attention to detail, and the ability to build trust with clients.You will work closely with cross-functional teams to develop and implement effective financial solutions that meet clients' needs.In this dynamic and fast-paced environment, you will have opportunities to learn and grow professionally, while contributing to the success of our clients.Key Responsibilities:Manage client relationships and identify new business opportunitiesProvide tailored financial solutions to meet clients' needsFoster strong relationships with internal stakeholders to ensure seamless execution of financial solutionsMonitor client progress and make adjustments as neededStay up-to-date with industry trends and regulatory requirements



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