Qualified Financial Advisor (Pune)

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

Job summary

1 Finance is seeking a client-focused financial planner to design personalized financial plans aligned with client goals, risk appetite, and current finances.

You will assess client profiles, monitor plan progress, and provide ongoing support, ensuring regulatory compliance and high-quality service in a fast-paced, agile environment. You will conduct timely nudges and reminders to help clients take recommended actions while collaborating with the team to optimize outcomes.

Qualifications

• Strong analytical and problem-solving abilities to evaluate complex financial data and recommend actionable insights.

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 skills

Problem-solving

Team collaboration

Attention to detail

Agile 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