Strategic Financial Partnerships Manager

2 weeks ago


tirupati, India beBeeRelationship Full time

PurpleFinch is a renowned financial services firm dedicated to helping individuals and businesses achieve their financial aspirations. We specialize in providing tailored financial solutions.This role involves managing client relationships, identifying client needs, and providing tailored financial solutions. The key tasks include understanding clients' financial goals, offering portfolio management services, facilitating investment decisions, monitoring client progress, and making necessary adjustments to strategies.The ideal candidate should have experience in Client Relationship Management and understanding of financial products, knowledge of Portfolio Management, Mutual Funds, and Direct Equity Investments. Additionally, excellent communication and interpersonal skills, strong analytical skills, and ability to work effectively in a team environment are essential.



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