Financial Planner

2 days ago

Pune Maharashtra, India 1 Finance Full time

Financial Concierge

Pune

5 - 10 Years Of Experience

No. of Openings - 1

**Responsibilities**:

- Understand the approach and services offered by 1 Finance to deliver client-centric financial solutions
- Conduct in-depth assessments of clients’ financial situations
- Develop customized financial plans based on a thorough understanding of the client's profile, goals, and requirements
- Monitor the progress of the client’s financial plan and conduct regular meetings to review and discuss the action plan's effectiveness
- Verify and cross-check all generated financial plans to ensure accuracy and feasibility
- Build and nurture long-term relationships with clients to understand their financial goals, priorities, and challenges
- Create proactive reminders and nudges for clients to take necessary financial actions
- Work closely with other team members, including advisors to provide seamless service to clients
- Utilize advanced financial planning software and tools to enhance the accuracy and efficiency of services
- Ensure all services comply with quality standards and adhere to regulatory 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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