Execution Desk Specialist

3 - 7 years

0 Lacs

Posted:5 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

You will be responsible for the following: - Understanding and aligning with the 1 Finance Approach and services. - Monitoring clients" financial plans and conducting meetings to review the progress of action plans. - Assisting members in executing financial plans by thoroughly analyzing client profiles. - Designing and implementing communication strategies for advisory execution, including crafting relevant nudges for clients. - Performing client servicing activities to ensure a smooth and consistent member experience. - Ensuring compliance with established quality, regulatory, and safety requirements. You should possess the following skills: - Strong verbal and written communication skills. - Collaborative, team-oriented, and result-driven approach. - Structured and methodical thinking with effective execution capabilities. - Proficiency in operational processes and documentation. - Strong analytical and problem-solving abilities.,

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1 Finance

Financial Technology

Finance City

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