Qualified Financial Advisor (Bangalore) 1 Finance
1 Finance
Office Location
Full Time
Experience: 5 - 5 years required
Pay:
Salary Information not included
Type: Full Time
Location: Karnataka
Skills: Adaptability, Strong analytical, Problemsolving abilities, Collaborative mindset, Structured, Methodical approach
About 1 Finance
Job Description
Financial Advisory Bangalore 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 their goals, risk appetite, and financial position Monitor the implementation and progress of financial plans, holding regular check-ins with clients to ensure alignment with the recommended strategy Verify, cross-check, and validate all financial plans to ensure they are comprehensive, realistic, and compliant Execute client servicing activities, offering ongoing support and resolving queries to enhance client satisfaction. Create and deliver nudgestimely reminders and communicationsto encourage clients to take recommended financial actions Ensure adherence to internal quality standards and maintain compliance with all regulatory and safety requirements Skills: Strong analytical and problem-solving abilities to evaluate complex financial data and recommend actionable insights Collaborative mindset with a focus on achieving results through teamwork and client-centric execution Structured and methodical approach to thinking and execution with strong attention to detail Comfortable working in agile, fast-paced environments with adaptability to shifting priorities,