Financial Solutions Expert

1 day ago

thrissur, India beBeeRelationship 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.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.As a Relationship Manager, you 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.We are looking for a highly skilled Relationship Manager with excellent communication and interpersonal skills. You should have relevant experience in the financial services industry, a Bachelor's degree in Finance, Business, or related field, and additional qualifications such as QPFP or CFP are beneficial.

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    thrissur, India beBeeBookkeeper Full time

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    thrissur, India beBeeFinance Full time

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    thrissur, India beBeeFinancial Full time

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    thrissur, India beBeeConsultant Full time

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    thrissur, India beBeeArtificial Full time

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    thrissur, India beBeeSolutions Full time

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    thrissur, India beBeeFinance Full time

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    thrissur, India beBeeDigital Full time

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    thrissur, India beBeeAutomation Full time

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    thrissur, India beBeeSeniorSapFscm Full time

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