Qualified Financial Advisor

1 Finance; Mumbai; On-site; INR 350,000 - 550,000; Full time

Job summary

1 Finance in Mumbai is seeking a client-focused financial adviser to translate client goals into tailored plans while aligning recommendations with risk appetite and service offerings.

You will assess client profiles, design personalized financial plans, and monitor progress with regular check-ins, ensuring plans are compliant, realistic, and client-centric.

Qualifications

• Strong analytical and problem-solving abilities to evaluate financial data and recommend actionable insights.
• Collaborative mindset with a focus on teamwork and client-centric execution.
• Structured and methodical approach with strong attention to detail.
• Comfortable working in agile, fast-paced environments with adaptability to shifting priorities.

Responsibilities

• 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

Analytical thinking

Team collaboration

Attention to detail

Adaptability

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