Execution Desk Specialist

1 hour ago

Pune, Maharashtra, India 1 Finance Full time ₹ 9,00,000 - ₹ 12,00,000 per year

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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