Senior Qualified Financial Advisor

1 week ago

coimbatore, India 1 Finance Full time

Responsibilities:Develop a deep understanding of the 1 Finance philosophy, approach, and suite of services to effectively align client needs with tailored financial solutionsConduct thorough assessments of client profiles to design personalized financial plans based on their goals, risk appetite, and financial positionMonitor the implementation and progress of financial plans, holding regular check-ins with clients to ensure alignment with the recommended strategyVerify, cross-check, and validate all financial plans to ensure they are comprehensive, realistic, and compliantExecute 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 actionsEnsure adherence to internal quality standards and maintain compliance with all regulatory and safety requirementsSkills:Strong analytical and problem-solving abilities to evaluate complex financial data and recommend actionable insightsCollaborative mindset with a focus on achieving results through teamwork and client-centric executionStructured and methodical approach to thinking and execution with strong attention to detailComfortable working in agile, fast-paced environments with adaptability to shifting priorities

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