2.0 - 5.0 years

2 - 5 Lacs

Gurgaon / Gurugram, Haryana, India

On-site

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Keep an eye on the Client s Financial Plan and hold meetings to discuss the action plans progress Assist the members in executing the Financial Plan after understanding the client profile Design the communication strategy for executing the advisory including relevant nudges for the clients

Posted 2 weeks ago

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Financial Planner 1 Finance

2.0 - 6.0 years

2 - 6 Lacs

Gurgaon / Gurugram, Haryana, India

On-site

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Create a financial plan after understanding the client profile Keep an eye on the Client s Financial Plan and hold meetings to discuss the action plans progress Verifying and cross-checking the generated financial plans

Posted 2 weeks ago

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Execution Desk Specialist 1 Finance

2.0 - 5.0 years

2 - 5 Lacs

Mumbai, Maharashtra, India

On-site

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Posted 2 weeks ago

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Qualified Financial Advisor 1 Finance

1.0 - 4.0 years

1 - 4 Lacs

Mumbai, Maharashtra, India

On-site

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Develop a deep understanding of the 1 Finance philosophy, approach, and suite of services to effectively align client needs with tailored financial solutions Conduct thorough assessments of client profiles to design personalized financial plans based on their goals, risk appetite, and financial position Monitor the implementation and progress of financial plans, holding regular check-ins with clients to ensure alignment with the recommended strategy Verify, cross-check, and validate all financial plans to ensure they are comprehensive, realistic, and compliant Execute client servicing activities, offering ongoing support and resolving queries to enhance client satisfaction. Create and deliver nudges timely reminders and communications to encourage clients to take recommended financial actions Ensure adherence to internal quality standards and maintain compliance with all regulatory and safety requirements Strong analytical and problem-solving abilities to evaluate complex financial data and recommend actionable insights Collaborative mindset with a focus on achieving results through teamwork and client-centric execution Structured and methodical approach to thinking and execution with strong attention to detail Comfortable working in agile, fast-paced environments with adaptability to shifting priorities

Posted 3 weeks ago

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