1 Finance | Execution Desk Specialist
3 weeks ago
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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1 Finance | Execution Desk Specialist
3 weeks ago
Mumbai, India 1 Finance Full timeResponsibilitiesUnderstand 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...
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1 finance | execution desk specialist
7 days ago
Mumbai, India 1 Finance Full timeResponsibilitiesUnderstand 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...
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1 Finance | Execution Desk Specialist
7 days ago
mumbai, India 1 Finance Full timeResponsibilities 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...
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Execution Desk Specialist
3 weeks ago
Mumbai, India 1 Finance Full timeResponsibilities 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...
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Execution Desk Specialist
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Mumbai Metropolitan Region, India 1 Finance Full timeResponsibilities 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...
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Execution Desk Specialist
3 weeks ago
Mumbai Metropolitan Region, India 1 Finance Full timeResponsibilities 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...
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Front Desk Executive
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mumbai, India 1 Finance Full timeResponsibilities: Conduct keyword research and analysis to identify relevant search terms and trends. Optimize on-page SEO elements, including meta tags, URL structures, and internal linking. Develop and implement off-page SEO strategies, such as link-building and outreach campaigns. Monitor website performance using SEO tools such as Google Analytics,...
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mumbai, India 1 Finance Full timeResponsibilities: Conduct keyword research and analysis to identify relevant search terms and trends. Optimize on-page SEO elements, including meta tags, URL structures, and internal linking. Develop and implement off-page SEO strategies, such as link-building and outreach campaigns. Monitor website performance using SEO tools such as Google Analytics,...
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1 Finance | Corporate Account Manager
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Personal Finance Trainer
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Executive
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Finance Researcher
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