Job Description
Financial Advisory
Pune
7 - 12 Years Of Experience
No. of Openings - 1
Responsibilities:
• Serve as the primary point of contact for the clients, ensuring a seamless and enriching financial journey from onboarding through ongoing engagement
• Understand and articulate the full spectrum of services offered by 1 Finance to align client needs with appropriate solutions
• Lead the team in delivering prompt, accurate, and empathetic responses to client queries across personal finance advisory
• Work closely with advisors, product experts, and cross-functional teams to curate and coordinate customized financial solutions for each client
• Conduct team reviews to ensure alignment with the company’s philosophy and the unique needs of each client
• Proactively engaged with clients to ensure execution of their personalized financial plans and behavioural nudges, while overseeing overall plan adherence
• Conduct regular reviews of client portfolios and ensure alignment with their evolving life goals and financial priorities
• Implement a concierge-style service culture rooted in trust, reliability, and expertise
• Track and analyze service performance metrics and client feedback to drive continuous improvements
• Ensure all communication and activities adhere to regulatory guidelines and internal quality standards
• Manage a team of to ensure delivery excellence and career development
• Conducted in-person meetings to foster client relations
• Actively contributed to marketing initiatives, enhancing outreach and brand visibility
Skills:
• Exceptional interpersonal and communication skills, with the ability to explain complex financial concepts in a relatable manner
• Deep understanding of personal, advisory domains (loans, insurance, investments, taxation, estate planning, cashflow planning)
• Client-first mind-set with a strong focus on relationship building and problem-solving.
• Proven ability to manage, mentor, and motivate high-performance teams
• Structured and analytical thinker with experience in managing service-level metrics and process improvements
• High adaptability in fast-paced, agile environments
Qualifications:
• MBA in Finance /CFP/CWM/ NISM XA & XB
Pune
7 - 12 Years Of Experience
No. of Openings - 1
Responsibilities:
• Serve as the primary point of contact for the clients, ensuring a seamless and enriching financial journey from onboarding through ongoing engagement
• Understand and articulate the full spectrum of services offered by 1 Finance to align client needs with appropriate solutions
• Lead the team in delivering prompt, accurate, and empathetic responses to client queries across personal finance advisory
• Work closely with advisors, product experts, and cross-functional teams to curate and coordinate customized financial solutions for each client
• Conduct team reviews to ensure alignment with the company’s philosophy and the unique needs of each client
• Proactively engaged with clients to ensure execution of their personalized financial plans and behavioural nudges, while overseeing overall plan adherence
• Conduct regular reviews of client portfolios and ensure alignment with their evolving life goals and financial priorities
• Implement a concierge-style service culture rooted in trust, reliability, and expertise
• Track and analyze service performance metrics and client feedback to drive continuous improvements
• Ensure all communication and activities adhere to regulatory guidelines and internal quality standards
• Manage a team of to ensure delivery excellence and career development
• Conducted in-person meetings to foster client relations
• Actively contributed to marketing initiatives, enhancing outreach and brand visibility
Skills:
• Exceptional interpersonal and communication skills, with the ability to explain complex financial concepts in a relatable manner
• Deep understanding of personal, advisory domains (loans, insurance, investments, taxation, estate planning, cashflow planning)
• Client-first mind-set with a strong focus on relationship building and problem-solving.
• Proven ability to manage, mentor, and motivate high-performance teams
• Structured and analytical thinker with experience in managing service-level metrics and process improvements
• High adaptability in fast-paced, agile environments
Qualifications:
• MBA in Finance /CFP/CWM/ NISM XA & XB
💡 Quick Summary
Seeking a career-building opportunity? The AVP - Financial Advisory (Pune) position is now open for candidates interested in the Finance sector. This role in Pune offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Finance is a plus.