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Qualified Financial Advisor

1 Finance
Mumbai
1-4 Years
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  • Posted 26 days ago
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Job Description

  • 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 requirements
  • 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

More Info

Job Type:
Permanent Job
Industry:
Banking
Role:
Finance Assistant
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: 117052431

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Last Updated: 10-03-2026 08:30:21 AM
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