Execution desk specialist

4 days ago

Pune, India 1 Finance Full time

Responsibilities:- Understand and align with the 1 Finance Approach and services.- Monitor clients’ financial plans and conduct meetings to review the progress of action plans.- Assist members in executing financial plans by thoroughly analyzing client profiles.- Design and implement communication strategies for advisory execution, including crafting relevant nudges for clients.- Perform client servicing activities to ensure smooth and consistent member experience.- Ensure compliance with established quality, regulatory, and safety requirements.Skills:- Strong verbal and written communication skills.- Collaborative, team-oriented, and result-driven approach.- Structured and methodical thinking with effective execution capabilities.- Proficiency in operational processes and documentation.- Strong analytical and problem-solving abilities.

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