Execution Desk Specialist

2 weeks ago


Mumbai Metropolitan Region, India 1 Finance Full time

Responsibilities

  • Understand 1 Finance Approach and services.
  • Keep an eye on the Client’s Financial Plan and hold meetings to discuss the action plan's progress.
  • Assist the members in executing the Financial Plan after understanding the client profile.
  • Design the communication strategy for executing the advisory including relevant nudges for the clients.
  • Perform client service activities.
  • Ensuring compliance with quality and safety requirements.


Skills

  • Strong communication skills
  • Problem-solving skills
  • Collaborative and result oriented
  • Structured approach of thinking and execution
  • Operational/documentation know-how


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