Qualified Financial Advisor (Pune)

As a Financial Advisory professional with 5-10 years of experience, you will be responsible for developing a deep understanding of the 1 Finance philosophy, approach, and suite of services. Your primary focus will be to effectively align client needs with tailored financial solutions. This will involve conducting thorough assessments of client profiles to design personalized financial plans based on their goals, risk appetite, and financial position. In this role, you will be expected to monitor the implementation and progress of financial plans, holding regular check-ins with clients to ensure alignment with the recommended strategy. You will also be responsible for verifying, cross-checking, and validating all financial plans to ensure they are comprehensive, realistic, and compliant. Executing client servicing activities, offering ongoing support, and resolving queries to enhance client satisfaction will be key aspects of your responsibilities. Furthermore, you will create and deliver timely reminders and communications to encourage clients to take recommended financial actions. It is imperative to ensure adherence to internal quality standards and maintain compliance with all regulatory and safety requirements. The ideal candidate for this role should possess strong analytical and problem-solving abilities to evaluate complex financial data and recommend actionable insights. A collaborative mindset with a focus on achieving results through teamwork and client-centric execution is essential. A structured and methodical approach to thinking and execution with strong attention to detail is crucial. Additionally, being comfortable working in agile, fast-paced environments with adaptability to shifting priorities will be beneficial for success in this role.,