Financial Planner

2 months ago


delhi, India 1 Finance Full time
Responsibilities:
Understand 1 Finance Approach and services
Create a financial plan after understanding the client profile
Keep an eye on the Client’s Financial Plan and hold meetings to discuss the action plan's progress
Verifying and cross-checking the generated financial plans
Perform client service activities
Make nudges for the clients
Ensuring compliance with quality and safety requirements
Skills:
Strong Analytical and problem-solving skills
Collaborative and result oriented
Structured approach of thinking and execution
Experience in working in Agile practices
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