1 finance | execution desk specialist

2 days ago


Mumbai, India 1 Finance Full time
Responsibilities
Understand 1 Finance Approach and services.
Keep an eye on the Client’s Financial Plan and hold meetings to discuss the action plan's progress.
Assist the members in executing the Financial Plan after understanding the client profile.
Design the communication strategy for executing the advisory including relevant nudges for the clients.
Perform client service activities.
Ensuring compliance with quality and safety requirements.
Skills
Strong communication skills
Problem-solving skills
Collaborative and result oriented
Structured approach of thinking and execution
Operational/documentation know-how

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