Financial Planner

1 week ago

Thane, India 1 Finance Full time

Financial Concierge

FPC- Thane

2 - 6 Years Of Experience

No. of Openings - 1

**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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