Execution Desk Specialist (Thane) 1 Finance
1 Finance
Office Location
Full Time
Experience: 3 - 3 years required
Pay:
Salary Information not included
Type: Full Time
Location: Maharashtra
Skills: Excellent Communication Skills, Strong problemsolving abilities, Collaborative team player, Structured, Analytical Approach, Solid understanding of operational workflows
About 1 Finance
Job Description
Execution Assistance Mumbai 3 - 6 Years Of Experience No. of Openings - 1 Responsibilities: Develop a strong understanding of 1 Finances approach and service offerings Monitor the clients Financial Plan and conduct periodic meetings to review progress against the action plan Support clients in the implementation of their Financial Plan, based on a comprehensive understanding of their financial profile Design and implement communication strategies for advisory execution, including timely and relevant client nudges Carry out client service tasks to ensure seamless support and satisfaction Ensure adherence to all quality standards and regulatory compliance requirements Skills: Excellent communication skills, both verbal and written Strong problem-solving abilities with a proactive mindset Collaborative team player with a focus on achieving results Structured and analytical approach to thinking and execution Solid understanding of operational workflows and documentation processes,