Execution Desk Specialist (Delhi)

1 Finance

0 years

0 Lacs

delhi

Posted:1 day ago| Platform: Indeed logo

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Skills Required

finance design communication strategies compliance collaborative

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On-site

Job Description

Execution Assistance

Delhi

3 - 6 Years Of Experience

No. of Openings - 1

Responsibilities:

Understand and align with the 1 Finance Approach and services
Monitor clients’ financial plans and conduct meetings to review the progress of action plans
Assist members in executing financial plans by thoroughly analyzing client profiles.
Design and implement communication strategies for advisory execution, including crafting relevant nudges for clients.
Perform client servicing activities to ensure smooth and consistent member experience
Ensure compliance with established quality, regulatory, and safety requirements

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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