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Financial Planner

3 - 6 years

3 - 6 Lacs

Hyderabad / Secunderabad, Telangana, Telangana, India

Posted:1 week ago| Platform: Foundit logo

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Skills Required

Financial Planning client assessment Customized Solutions Relationship Management Follow-up & Monitoring Financial Software Analytical Thinking

Work Mode

On-site

Job Type

Full Time

Job Description

Understand the approach and services offered by 1 Finance to deliver client-centric financial solutions Conduct in-depth assessments of clients financial situations Develop customized financial plans based on a thorough understanding of the clients profile, goals, and requirements Monitor the progress of the client s financial plan and conduct regular meetings to review and discuss the action plans effectiveness Verify and cross-check all generated financial plans to ensure accuracy and feasibility Build and nurture long-term relationships with clients to understand their financial goals, priorities, and challenges Create proactive reminders and nudges for clients to take necessary financial actions Work closely with other team members, including advisors to provide seamless service to clients Utilize advanced financial planning software and tools to enhance the accuracy and efficiency of services Ensure all services comply with quality standards and adhere to regulatory and safety requirements Strong analytical and problem-solving skills Collaborative and result oriented Structured approach of thinking and execution Experience in working in agile practices

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1 Finance
1 Finance
www.1-finance.com

Financial Technology

Finance City

50-100 Employees

105 Jobs

    Key People

  • Alice Johnson

    CEO

  • Bob Smith

    CTO

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