Qualified Financial Advisor

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

Preferred Location: Pune, Bangalore, Hyderabad and Mumbai