Relationship Manager

Full Time

Company Name : Priyanka Finserve Pvt. Ltd

Company Website :

Company Profile : Purple Finch is a leading financial services distribution firm and has become the souls for their client's financial goals. The company is managing the investments and insurance requirements of their clients for more than 35 years. The company's product basket includes mutual funds, corporate deposits, PMS, insurance, loan against securities, etc.

No. of vacancies: Two

Job Profile & Responsibilities:

  • Align Meetings for existing as well as prospective clients.
  • Dialogue with clients to understand their objectives and challenges
  • Analyze clients’ data and provide strategic recommendations to clients
  • Present value-proposition 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

Years of Experience: 1 to 5 years

Prefered Qualifications: Any Graduate / Post graduate and 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

Salary : Best as per industry standard

Hiring Manager Details:

[email protected]