Financial Advisor

The Financial Advisory role based in Hyderabad requires 5-10 years of experience. As a Financial Advisory professional, you will be expected to develop a deep understanding of the 1 Finance philosophy, approach, and suite of services to effectively align client needs with tailored financial solutions. Your responsibilities will include conducting thorough assessments of client profiles to design personalized financial plans based on their goals, risk appetite, and financial position. You will also be responsible for monitoring the implementation and progress of financial plans, holding regular check-ins with clients to ensure alignment with the recommended strategy. It is essential to verify, cross-check, and validate all financial plans to ensure they are comprehensive, realistic, and compliant. Additionally, you will execute client servicing activities, offering ongoing support and resolving queries to enhance client satisfaction. You will create and deliver timely reminders and communications to encourage clients to take recommended financial actions. It is crucial to ensure adherence to internal quality standards and maintain compliance with all regulatory and safety requirements. The ideal candidate for this role should possess strong analytical and problem-solving abilities to evaluate complex financial data and recommend actionable insights. A collaborative mindset with a focus on achieving results through teamwork and client-centric execution is essential. A structured and methodical approach to thinking and execution with strong attention to detail will be key to success in this role. The ability to work comfortably in agile, fast-paced environments with adaptability to shifting priorities is also required.,