Portfolio Management Specialist

1 week ago


vijayawada, India beBeeFinancial Full time

Job DescriptionWe are seeking an experienced Relationship Manager to join our team. The ideal candidate will have a proven track record of building and maintaining strong client relationships, identifying client needs, and providing tailored financial solutions.The successful Relationship Manager will be responsible for understanding clients' financial goals, offering portfolio management services, facilitating investment decisions, monitoring client progress, and making necessary adjustments to strategies.



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