Qualified Financial Advisor

2 weeks ago

mumbai, 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 solutions
  • Conduct thorough assessments of client profiles to design personalized financial plans based on their goals, risk appetite, and financial position
  • Monitor the implementation and progress of financial plans, holding regular check-ins with clients to ensure alignment with the recommended strategy
  • Verify, cross-check, and validate all financial plans to ensure they are comprehensive, realistic, and compliant
  • Execute 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 actions
  • Ensure adherence to internal quality standards and maintain compliance with all regulatory and safety requirements


Skills:

  • Strong analytical and problem-solving abilities to evaluate complex financial data and recommend actionable insights
  • Collaborative mindset with a focus on achieving results through teamwork and client-centric execution
  • Structured and methodical approach to thinking and execution with strong attention to detail
  • Comfortable working in agile, fast-paced environments with adaptability to shifting priorities

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