Financial Advisor

3 weeks ago

Pune, Maharashtra, India 1 Finance Full time
Develop a deep understanding of the 1 Finance philosophy, approach, and suite of services to effectively align client needs with tailored financial solutions.

- Conduct thorough assessments of client profiles to design personalized financial plans based on their goals, risk appetite, and financial position.

- Monitor the implementation and progress of financial plans, holding regular check-ins with clients to ensure alignment with the recommended strategy.

- Verify, cross-check, and validate all financial plans to ensure they are comprehensive, realistic, and compliant.

- Execute client servicing activities, offering ongoing support and resolving queries to enhance client satisfaction.

- Create and deliver nudges timely reminders and communications to encourage clients to take recommended financial actions.

- Ensure adherence to internal quality standards and maintain compliance with all regulatory and safety & Skills:

- 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.

(ref:iimjobs.com)

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