Senior Financial Solutions Specialist

7 days ago


davangere, India beBeeRelationship Full time

PurpleFinch is a renowned financial services firm dedicated to helping individuals and businesses achieve their financial aspirations.The role of the Relationship Manager 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.



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