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AVP - Financial Advisory 1 Finance

7.0 - 12.0 years

0 Lacs

pune, maharashtra

On-site

As a Financial Advisory in Pune with 7-12 years of experience, your role will involve the following responsibilities: - Serve as the primary point of contact for the clients, ensuring a seamless and enriching financial journey from onboarding through ongoing engagement. - Understand and articulate the full spectrum of services offered by 1 Finance to align client needs with appropriate solutions. - Lead the team in delivering prompt, accurate, and empathetic responses to client queries across personal finance advisory. - Work closely with advisors, product experts, and cross-functional teams to curate and coordinate customized financial solutions for each client. - Conduct team reviews to en...

Posted 1 week ago

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