AVP - Financial Advisory

As a Financial Advisory in Pune with 7-12 years of experience, your role will involve the following responsibilities: - Serve as the primary point of contact for the clients, ensuring a seamless and enriching financial journey from onboarding through ongoing engagement. - Understand and articulate the full spectrum of services offered by 1 Finance to align client needs with appropriate solutions. - Lead the team in delivering prompt, accurate, and empathetic responses to client queries across personal finance advisory. - Work closely with advisors, product experts, and cross-functional teams to curate and coordinate customized financial solutions for each client. - Conduct team reviews to ensure alignment with the company's philosophy and the unique needs of each client. - Proactively engage with clients to ensure execution of their personalized financial plans and behavioral nudges, while overseeing overall plan adherence. - Conduct regular reviews of client portfolios and ensure alignment with their evolving life goals and financial priorities. - Implement a concierge-style service culture rooted in trust, reliability, and expertise. - Track and analyze service performance metrics and client feedback to drive continuous improvements. - Ensure all communication and activities adhere to regulatory guidelines and internal quality standards. - Manage a team to ensure delivery excellence and career development. - Conduct in-person meetings to foster client relations. - Actively contribute to marketing initiatives, enhancing outreach and brand visibility. Your skills should include: - Exceptional interpersonal and communication skills, with the ability to explain complex financial concepts in a relatable manner. - Deep understanding of personal advisory domains such as loans, insurance, investments, taxation, estate planning, and cash flow planning. - Client-first mindset with a strong focus on relationship building and problem-solving. - Proven ability to manage, mentor, and motivate high-performance teams. - Structured and analytical thinker with experience in managing service-level metrics and process improvements. - High adaptability in fast-paced, agile environments. The qualifications required for this role are: - MBA in Finance - CFP/CWM - NISM XA & XB,