Priyanka Finserve Pvt. Ltd

Mulund, Mumbai 7 Mar 2022

Job Title

Relationship Manager

Job City

Mulund, Mumbai

Company Profile

Purple Finch is a leading financial service distribution firm. The company is managing the investments and insurance requirements of its clients for more than 35 years. The company’s product basket includes mutual funds, corporate deposits, PMS, insurance, loan against securities, Direct Equity, etc.

Job Profile & Responsibilities

  • Align Meetings for existing as well as prospective clients.
  • Dialogue with clients to understand their objectives and challenges.
  • Present value-proposition to clients.
  • Analyze clients’ data and provide strategic recommendations to clients.
  • Portfolio Management of Clients assigned.
  • Analysis of financial products.
  • Meeting clients and working with a team to deliver the best experience to clients.
  • Aligning review meetings.

Prefered Qualifications

Any Graduate / Post graduate. Certifications like QPFP & CFP will be an added advantage.

Desired Candidate Profile

  • The candidate should have good communication skills and an attitude to grow & work hard.
  • A good team player who enjoys finance and investment management.
  • Strong communication and interpersonal skills.

Additional Details

Experience: 2 to 6 years

Salary Range

Best as per industry standards

How to Apply