Avp - Financial Advisory (Pune)

2 weeks ago

Pune Maharashtra, India 1 Finance Full time

Financial Advisory

Pune

7 - 12 Years Of Experience

No. of Openings - 1

**Responsibilities**:

- Serve as the primary point of contact for the clients, ensuring a seamless and enriching financial journey from onboarding through ongoing engagement
- Understand and articulate the full spectrum of services offered by 1 Finance to align client needs with appropriate solutions
- Lead the team in delivering prompt, accurate, and empathetic responses to client queries across personal finance advisory
- Work closely with advisors, product experts, and cross-functional teams to curate and coordinate customized financial solutions for each client
- Conduct team reviews to ensure alignment with the company’s philosophy and the unique needs of each client
- Proactively engaged with clients to ensure execution of their personalized financial plans and behavioural nudges, while overseeing overall plan adherence
- Conduct regular reviews of client portfolios and ensure alignment with their evolving life goals and financial priorities
- Implement a concierge-style service culture rooted in trust, reliability, and expertise
- Track and analyze service performance metrics and client feedback to drive continuous improvements
- Ensure all communication and activities adhere to regulatory guidelines and internal quality standards
- Manage a team of to ensure delivery excellence and career development
- Conducted in-person meetings to foster client relations
- Actively contributed to marketing initiatives, enhancing outreach and brand visibility

**Skills**:

- Exceptional interpersonal and communication skills, with the ability to explain complex financial concepts in a relatable manner
- Deep understanding of personal, advisory domains (loans, insurance, investments, taxation, estate planning, cashflow planning)
- Client-first mind-set with a strong focus on relationship building and problem-solving.
- Proven ability to manage, mentor, and motivate high-performance teams
- Structured and analytical thinker with experience in managing service-level metrics and process improvements
- High adaptability in fast-paced, agile environments

**Qualifications**:

- MBA in Finance /CFP/CWM/ NISM XA & XB

  • Avp - Financial Advisory (Mumbai)

    2 weeks ago

    Mumbai, Maharashtra, India 1 Finance Full time

    Financial Advisory Mumbai 7 - 12 Years Of Experience No. of Openings - 1 **Responsibilities**: - Serve as the primary point of contact for the clients, ensuring a seamless and enriching financial journey from onboarding through ongoing engagement - Understand and articulate the full spectrum of services offered by 1 Finance to align client needs with...

  • Compliance Advisor, Avp

    2 weeks ago

    Pune, Maharashtra, India Deutsche Bank Full time

    **Compliance Advisor, AVP**: **Job ID**:R0403175 **Full/Part-Time**:Full-time **Regular/Temporary**:Regular **Listed**:2025-09-04 **Location**:Pune **Position Overview**: **In Scope of Position based Promotions (INTERNAL only)** **Job Title: Compliance Advisor, AVP** **Location: Pune, India** **Role Description** - The position is a part of Deutsche...

  • Control Assessments and Change Risk Advisory

    1 week ago

    Pune, Maharashtra, India Deutsche Bank Full time

    **Control Assessments and Change Risk Advisory - GTI, AVP**: **Job ID**:R0392009 **Full/Part-Time**:Full-time **Regular/Temporary**:Regular **Listed**:2025-06-17 **Location**:Pune **Position Overview**: **Job Title**:Control Assessments and Change Risk Advisory - GTI** **Location: Pune, India** **Corporate Title: AVP** **Role Description** - The 1st...

  • Qualified Financial Advisor

    2 weeks ago

    Pune, Maharashtra, India 1 Finance Full time

    Financial Advisory Pune 5 - 10 Years Of Experience No. of Openings - 3 **Responsibilities**: - Develop a deep understanding of the 1 Finance 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...

  • Ibcpo Dco Control Assessment Team Avp

    2 weeks ago

    Pune, Maharashtra, India Deutsche Bank Full time

    **IBCPO DCO Control Assessment Team AVP - Pune**: **Job ID**:R0381993 **Full/Part-Time**:Full-time **Regular/Temporary**:Regular **Listed**:2025-04-16 **Location**:Pune We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working...

  • RIA Advisory

    2 weeks ago

    Pune, India RIA ADVISORY LLP Full time

    Experience: 5 to 9 Pune, Know How: Payroll Administration, Processing, Compliance and Reporting, experience in India, US and Canada payroll SummaryWe are looking for an experienced and detail-oriented Payroll Specialist to lead payroll operations across multiple regions, including the US, Canada, Mexico, UK, Australia, South Africa, the Philippines, and...

  • Compliance Advisor, AVP

    4 weeks ago

    Pune, India Deutsche Bank Full time

    Compliance Advisor, AVP Job ID: R Full/Part-Time: Full-time Regular/Temporary: Regular Listed: Location: Pune Position Overview In Scope of Position based Promotions (INTERNAL only) Job Title: Compliance Advisor, AVP Location: Pune, India Role Description The position is a part of Deutsche India Compliance advisory team which is part of larger DB India...

  • Compliance Advisor, AVP

    4 weeks ago

    Pune, India Deutsche Bank Full time

    Job Description Compliance Advisor, AVP Position Overview In Scope of Position based Promotions (INTERNAL only) Job Title: Compliance Advisor, AVP Location: Pune, India Role Description - The position is a part of Deutsche India Compliance advisory team which is part of larger DB India Compliance team. - The role has fair mix of advisory, review and...

  • ▷ Urgent! Avp- Financial Benefits Analysis

    24 hours ago

    Mumbai, Maharashtra Pune, Maharashtra, India Crescendo Global Full time

    Title of Job - Associate Vice President - Financial Benefits Analysis FBA - 15 Years - 20 Years - Mumbai Pune Bangalore Cleared at least 8 papers in Actuarial Summary - An exciting leadership opportunity for a seasoned financial professional with deep expertise in US health insurance and actuarial financial modeling This role involves managing complex...

  • Hiring for Nbfc

    2 weeks ago

    Pune, India Skillventory Full time

    **Hiring For NBFC : Information Security : AVP : Pune**: - From 6 to 11 year(s) of experience - ₹ Not Disclosed by Recruiter - Puneor **Roles and Responsibilities** 1. Managing information security from ground up and understanding gaps within technology, including overlap with other technology, compatibility etc. 2. Ensuring the proper change...