Career Financial Strategist

4 days ago

Delhi, Delhi, India beBeeFinancial Full time ₹ 1,00,00,000 - ₹ 2,00,00,000

Job Description:

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We are seeking a seasoned financial expert to join our team as a Career Financial Strategist. As a key player in our organization, you will be responsible for delivering high-quality financial solutions to clients.

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Responsibilities:

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  • Develop a comprehensive understanding of our financial philosophy and approach to 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.">
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Requisites & Skills:

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To succeed in this role, you will need to possess:

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  • Strong analytical and problem-solving abilities to evaluate complex financial data and recommend actionable insights.">
  • A collaborative mindset with a focus on achieving results through teamwork and client-centric execution.">
  • A structured and methodical approach to thinking and execution with strong attention to detail.">
  • The ability to adapt to agile environments and changing priorities.">
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