Financial Services Specialist

3 weeks ago


Hyderabad, Telangana, India 1 Finance Full time
Job Description:

We are seeking a skilled Personal Finance Planner to join our team at 1 Finance. The successful candidate will be responsible for understanding financial planning approaches and services, creating personalized financial plans for clients, and ensuring compliance with quality and safety standards.

Key Responsibilities:
  • Develop Financial Plans: Understand client profiles and create comprehensive financial plans that meet their needs and goals.
  • Monitor Progress: Regularly review and discuss the progress of client financial plans, making adjustments as necessary.
  • Verify and Cross-Check: Thoroughly verify and cross-check generated financial plans to ensure accuracy and completeness.
  • Client Service: Provide exceptional client service activities, including nudges and support.
Required Skills and Qualifications:
  • Analytical and Problem-Solving Skills: Possess strong analytical and problem-solving skills to effectively understand client needs and develop tailored financial plans.
  • Collaborative and Result-Oriented: Demonstrate collaborative and result-oriented behavior, working closely with clients and team members to achieve shared goals.
  • Structured Approach: Utilize a structured approach to thinking and execution, ensuring clarity and efficiency in all tasks and projects.
  • Agile Experience: Possess experience in working within Agile practices, adapting quickly to changing circumstances and priorities.
Benefits:

We offer a competitive salary range of $80,000 - $120,000 per annum, depending on location and experience, along with opportunities for growth and professional development within our organization.



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