Strategic Business Development Associate

1 day ago


guntur, India beBeeRelationship Full time

PurpleFinch, a renowned financial services firm seeks a skilled Relationship Manager to manage client relationships and provide tailored financial solutions.Key tasks include understanding clients' financial goals, offering portfolio management services, facilitating investment decisions and making necessary adjustments to strategies.The ideal candidate will have:Experience in Client Relationship Management and knowledge of financial productsPortfolio Management, Mutual Funds and Direct Equity Investments expertiseStrong analytical skills and attention to detailExcellent communication and interpersonal skillsAble to work effectively in a team environment



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