Execution Desk Specialist1 Finance • Pune, Haveli
Execution Desk Specialist
1 Finance • Pune, Haveli
27 days ago
Job descriptionStrong 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.
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 :
Create a job alert for this search
Execution Specialist • Pune, Haveli
Related jobs
)
Executive Assistant
NEXUS CONSULTING SOLUTIONS • Pune / Pimpri-Chinchwad Area, India
Prepare and review documents, reports, and presentations to ensure accuracy, clarity, and professionalism.Anticipate the executive's needs and proactively provide support, contributing to their pro...Show more
Last updated: 3 days ago • Promoted
Specialist
Birlasoft • Pune, Maharashtra, India
Birlasoft is currently seeking a strong Windchill developer who enjoys interacting with both customers and peers.The developer will be involved in all phases of projects, from analysis of client’s ...Show more
Last updated: 12 days ago • Promoted
Sr. Analyst, Deal Desk
CrowdStrike • Pune, Maharashtra, India
As a global leader in cybersecurity CrowdStrike protects the people processes and technologies that drive modern organizations.
Since 2011 our mission hasnt changed were here to stop breaches and w...Show more
Last updated: 21 days ago • Promoted
Operations Executive
HINDCO Consulting Services • Pune, IN
Manage day-to-day operations of the business related to specific task and business function assigned.Collaborating with various teams to facilitate seamless communication and operational alignment....Show more
Last updated: 21 days ago • Promoted
We are Hiring For Service Desk - Pune
Infosys BPM • Pune, Maharashtra, India
Greetings from Infosys BPM Ltd.We are hiring for Service Desk in Pune.Please find below Job Description for your reference : .
Service Desk Full time Graduates.Job Description : Senior Process Executiv...Show more
Last updated: 30+ days ago • Promoted
Service Desk Analyst
Tata Consultancy Services • Pune, Maharashtra, India
Required Technical Skill Set : IT Service Desk Operations.Desired Experience Range : 2 to 5 Yrs.Location of Requirement : Pune.
Mode of interview : Virtual Interview.Desired Competencies (Technical / Beh...Show more
Last updated: 30+ days ago • Promoted
Execution Desk Specialist
1 Finance • Pune, India
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 plan...Show more
Last updated: 30+ days ago • Promoted
Sr. Analyst, Deal Desk
Confidential • Pune, India
As a global leader in cybersecurity, CrowdStrike protects the people, processes and technologies that drive modern organizations.
Since 2011, our mission hasn't changed - we're here to stop breaches...Show more
Last updated: 24 days ago • Promoted
Walk-In-Drive : (Middleware Admin - Pune)
Tata Consultancy Services • Maan, maharashtra, in
TCS has been a great pioneer in feeding the fire of young techies like you.We are a global leader in the technology arena and there’s nothing that can stop us from growing together.Role : Walk-In-Dr...Show more
Last updated: 1 day ago • Promoted
Specialist
LTIMindtree • Pune, Maharashtra, India
Job description About the Company - LTIMindtree is a global technology consulting and digital solutions company, a Larsen & Toubro Group Company, that helps enterprises transform by leveraging dig...Show more
Last updated: 3 days ago • Promoted
Service Desk Specialist
Confidential • Pune, India
Provides first level support / initial point of contact for Ensono's associates and / or external clients' regarding computer and network related incidents, requests or issues.Captures and documents re...Show more
Last updated: 24 days ago • Promoted
Deal Desk Analyst
Confidential • Pune, India
Come work at a place where innovation and teamwork come together to support the most exciting missions in the world!.The Deal Desk Analyst will play a critical role in optimizing and supporting our...Show more
Last updated: 24 days ago • Promoted
Deal Desk Analyst
Qualys • Pune, Maharashtra, India
Job Description Come work at a place where innovation and teamwork come together to support the most exciting missions in the world! Position Summary : The Deal Desk Analyst will play a critical ...Show more
Last updated: 21 days ago • Promoted
Microsoft 365 End User Operations & OEM Specialist
Tata Communications Transformation Services (TCTS) • Pune, Maharashtra, India
Job Description : Microsoft 365 End User Operations & OEM Specialist.Microsoft 365 End User Operations & OEM Specialist.M365 investment to the fullest, focusing on robust device management, identity...Show more
Last updated: 10 days ago • Promoted
Deal Desk Analyst 2
Confidential • Pune, India
In this Role, Your Responsibilities Will Be : .Implement various International Pursuits.Engaging with Sales Team, Analyze customers Request for Quote (RFQ), Specifications, Customer Requirements and ...Show more
Last updated: 30+ days ago • Promoted
Deal Desk Coordinator
OpenGov Inc. • Pune, Maharashtra, India
Reporting to the Commercial Operations Manager, the Deal Desk Coordinator (India) supports the execution of day-to-day commercial operations by preparing quotes, order forms, and Professional Servi...Show more
Last updated: 3 days ago • Promoted
Operations Executive
Tribe Stays • Pune, Maharashtra, India
Hospitality Manager / AGM – Operations.Tribe is more than just a student accommodation facility; we are a vibrant community that fosters creativity, collaboration, and comfort.Our mission is to red...Show more
Last updated: 2 days ago • Promoted
Email Delivery & Infrastructure Specialist
Clearlight Insights • Pune, IN
Clearlight Insights is hiring a highly technical Email Delivery & Infrastructure Specialist with deep expertise in domain authentication, deliverability engineering, and cold outreach infrastructur...Show more
Last updated: 1 day ago • Promoted