Financial Solutions Specialist

19 hours ago


kottayam, India beBeeFinancial Full time

PurpleFinch is a financial services firm helping individuals and businesses achieve their financial goals.We provide tailored solutions including mutual funds, portfolio management, insurance, corporate deposits, direct equity investments, and loans against securities. This role involves managing client relationships, understanding financial objectives, offering portfolio management, facilitating investment decisions, monitoring progress, and making adjustments to strategies.



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