Strategic Financial Advisor

7 days ago

visakhapatnam, India beBeeRelationshipManagement Full time

Job OverviewPurpleFinch 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.Key responsibilities include managing client relationships, identifying client needs, offering portfolio management services, facilitating investment decisions, monitoring client progress, and making necessary adjustments to strategies.Experience in Client Relationship Management and understanding of financial productsKnowledge of Portfolio Management, Mutual Funds, and Direct Equity InvestmentsExcellent communication and interpersonal skillsStrong analytical skills and attention to detail

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