1 Finance - Financial Advisor

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 nudges timely reminders and communications to encourage clients to take recommended financial actions.
• Ensure adherence to internal quality standards and maintain compliance with all regulatory and safety & 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.

(ref : iimjobs.com)