Execution Desk Specialist

1 Finance

Mumbai

2-5 Years

Save

Posted 26 days ago
Be among the first 10 applicants

Early Applicant

Quick Apply

Job Description

Keep an eye on the Client s Financial Plan and hold meetings to discuss
the action plans progress
Assist the members in executing the Financial Plan after understanding the client profile
Design the communication strategy for executing the advisory including relevant nudges for the clients
Ensuring compliance with quality and safety requirements

More Info

Job Type:

Industry:

Function:

Employment Type:

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: 117126739

Jobs by Skill - IT