Personalized Financial Solutions Specialist

1 week ago

Pune, Maharashtra, India beBeeProblem Full time ₹ 12,00,000 - ₹ 15,00,000
Financial Services Professional

Job Summary:

  • We are seeking a highly skilled Financial Services Professional to join our team. In this role, you will work closely with clients to understand their financial goals and develop personalized plans to achieve them.
  • You will be responsible for conducting thorough assessments of client profiles, monitoring the implementation and progress of financial plans, and ensuring alignment with the recommended strategy.
  • This position requires strong analytical and problem-solving abilities, as well as excellent communication and interpersonal skills.

Key Responsibilities:

  • Develop a deep understanding of 1 Finance's 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 timely reminders and communications to encourage clients to take recommended financial actions.

Required 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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