Qualified Financial Advisor

1 Finance; Mumbai; On-site; INR 350,000 - 700,000; Full time

Job summary

1 Finance is seeking a client-focused financial planner to tailor personalized plans for clients based on goals, risk appetite, and financial position.

You will monitor plan progress with regular check-ins, verify plans for compliance and realism, and provide ongoing client support, including timely nudges to action the recommended strategy.

Qualifications

• Strong analytical and problem-solving abilities to evaluate financial data.
• Collaborative mindset focused on teamwork and client-centric execution.
• Structured, methodical thinking with strong attention to detail.
• Adaptable to agile, fast-paced environments.

Responsibilities

• Develop a deep understanding of the 1 Finance philosophy to tailor solutions.
• Assess client profiles to design personalized financial plans.
• Monitor implementation and progress with regular client check-ins.
• Verify and validate financial plans for compliance and realism.
• Execute client servicing and resolve queries.
• Deliver nudges to encourage recommended actions.
• Ensure adherence to quality standards and regulatory requirements.

Skills

Analytical skills

Collaboration

Attention to detail

Agile mindset

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

Skills:

• 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

Preferred Location: Pune, Bangalore, Hyderabad and Mumbai