Qualified Financial Advisor (Hyderabad)

As a Financial Advisory professional, your role involves developing a deep understanding of the 1 Finance philosophy, approach, and suite of services to effectively align client needs with tailored financial solutions. You will be responsible for conducting thorough assessments of client profiles to design personalized financial plans based on their goals, risk appetite, and financial position. It is essential to monitor the implementation and progress of financial plans, holding regular check-ins with clients to ensure alignment with the recommended strategy. Additionally, you will verify, cross-check, and validate all financial plans to ensure they are comprehensive, realistic, and compliant. Client servicing activities are a crucial part of your responsibilities, where you will offer ongoing support and resolve queries to enhance client satisfaction. Creating and delivering timely reminders and communications to encourage clients to take recommended financial actions is also part of your role. Ensuring adherence to internal quality standards and maintaining compliance with all regulatory and safety requirements is imperative. Key Responsibilities: - Develop a deep understanding of the 1 Finance philosophy, approach, and suite of services - Conduct thorough assessments of client profiles to design personalized financial plans - Monitor the implementation and progress of financial plans - Verify, cross-check, and validate all financial plans - Execute client servicing activities and offer ongoing support - Create and deliver timely reminders and communications - Ensure adherence to internal quality standards and regulatory compliance Qualifications Required: - 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,