Execution Desk Specialist

3 weeks ago

Delhi, India 1 Finance Full time

Responsibilities:

- Understand and align with the 1 Finance Approach and services.
- Monitor clients’ financial plans and conduct meetings to review the progress of action plans.
- Assist members in executing financial plans by thoroughly analyzing client profiles.
- Design and implement communication strategies for advisory execution, including crafting relevant nudges for clients.
- Perform client servicing activities to ensure smooth and consistent member experience.
- Ensure compliance with established quality, regulatory, and safety requirements.

Skills:

- Strong verbal and written communication skills.
- Collaborative, team-oriented, and result-driven approach.
- Structured and methodical thinking with effective execution capabilities.
- Proficiency in operational processes and documentation.
- Strong analytical and problem-solving abilities.

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