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AVP - Financial Advisory

1 Finance
Delhi
6-11 Years
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Job Description

  • 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 behavioural 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
  • 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

More Info

Job Type:
Permanent Job
Industry:
Banking
Role:
Head/GM - Finance
Function:
Finance & Accounts
Employment Type:
Full time
Open to candidates from:
Indian

About Company

1 Finance

1 Finance Private Limited is a reimagined personal finance institution that offers qualified, unbiased, and hyper-personalised advisory on ones personal finances including but not limited to assets, liabilities, income, expenses, and insurance.

Job ID: 117205169

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Last Updated: 10-03-2026 08:30:33 AM
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