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Financial Planner

2 months ago


Thane, India 1 Finance Full time

Responsibilities:

  • Understand 1 Finance Approach and services
  • Create a financial plan after understanding the client profile
  • Keep an eye on the Client’s Financial Plan and hold meetings to discuss the action plan's progress
  • Verifying and cross-checking the generated financial plans
  • Perform client service activities
  • Make nudges for the clients
  • Ensuring compliance with quality and safety requirements

Skills:

  • Strong Analytical and problem-solving skills
  • Collaborative and result oriented
  • Structured approach of thinking and execution
  • Experience in working in Agile practices