Execution Desk Specialist

4 days ago

Pune, 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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