Assistant Vice President

1 day ago

Bengaluru, Karnataka, India 1 Finance Full time ₹ 20,00,000 - ₹ 25,00,000 per year

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 behavioral 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

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