Senior Financial Solutions Advisor

6 days ago

amravati, India beBeeClientManager Full time

PurpleFinchWe are dedicated to helping individuals and businesses achieve their financial aspirations by providing tailored financial solutions.Our team specializes in mutual funds, portfolio management services, insurance, corporate deposits, direct equity investments, and loans against securities.We strive to understand 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:Manage client relationships identify client needs and provide tailored financial solutions.Understand clients' financial goals offer portfolio management services facilitate investment decisions monitor client progress and make necessary adjustments to strategies.Ensure clients receive regular updates and support to achieve their financial objectives.Requirements:Experience in Client Relationship Management and understanding of financial products.Knowledge of Portfolio Management Mutual Funds and Direct Equity Investments.Excellent communication and interpersonal skills.Strong analytical skills and attention to detail.Ability to work effectively in a team environment.Relevant experience in the financial services industry.Bachelor's degree in Finance Business or related field Additional qualifications such as QPFP or CFP are beneficial.

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