Qualified Financial Advisor (Bangalore)

1 Finance; Bengaluru; On-site; INR 350,000 - 520,000; Full time

Job summary

1 Finance Bengaluru is seeking a client-focused financial planning professional to design personalized plans based on client goals and risk appetite. You will monitor progress, verify plan realism and compliance, and provide ongoing client servicing to ensure satisfaction.

Join a fast-paced team where you assess profiles, align strategies, and communicate timely nudges to drive recommended actions, while upholding regulatory standards.

Qualifications

• Strong analytical and problem-solving abilities to evaluate financial data.
• Teamwork and client-centric execution.
• Structured, methodical thinking with meticulous attention to detail.
• Ability to adapt in agile, fast-paced environments.

Responsibilities

• Develop understanding of 1 Finance philosophy and services to tailor solutions.
• Assess client profiles to design personalized financial plans based on goals and risk.
• Monitor implementation of plans with regular client check-ins for alignment.
• Verify plans for comprehensiveness, realism and compliance.
• Execute client servicing and resolve queries to enhance satisfaction.
• Deliver timely nudges and communications to prompt action.
• Ensure adherence to internal quality standards and regulatory requirements.

Skills

Analytical skills

Team collaboration

Attention to detail

Adaptability

Job description

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:

• 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