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Vertical Head - Liability (Personal Finance Advisory)

5-11 Years
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  • Posted 25 days ago
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Job Description

  • Regularly monitoring changes and updates in the regulatory environment impacting the retail lending industry
  • Act as the subject matter expert on regulatory issues related to retail lending, providing guidance to the team
  • Conduct thorough assessments of each client s financial situation, including credit profile, income, and debt-to-income ratio, to recommend the best loan options
  • Build and maintain strong relationships with various banks, credit unions, and other lending institutions
  • Maintain a comprehensive database of lending institutions, contacts, and loan products to streamline client recommendations
  • Develop and deliver regular training sessions for internal financial advisors, covering lending products, regulatory requirements, and best practices in client service
  • Offer external training to affiliated advisors and partners, ensuring they understand our loan products, client assessment techniques, and the latest industry updates
  • Organizing well-structured and engaging workshops, seminars, and training sessions. Empowering financial advisors to better understand the retail lending landscape, improve their client interactions, and stay compliant with industry regulations
  • Strong analytical and strategic thinking skills, with the ability to make data-driven decisions
  • Extensive knowledge of financial markets, liability management, and regulatory compliance
  • Excellent interpersonal and communication skills, with experience in stakeholder management
  • Proven ability to lead and develop a high-performing team in a dynamic environment

More Info

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Open to candidates from:
Indian

About Company

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: 117054175