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Exceptional communication and collaboration skills
1 Finance
posted 9d ago
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Flexible timing
Key skills for the job
Job Description
- Build, mentor, and lead a high-performing execution team
- Oversee the development and execution of financial plans for clients
- Provide strategic insights to enhance financial plan delivery and execution
- Lead client service activities, ensuring adherence to quality and compliance standards
- Ensure clients financial plans are aligned with their goals and risk profiles
- Streamline processes for financial plan execution, including communication and documentation strategies
- Ensuring that clients actively implement the action plan outlined in the financial report
- Design communication strategies to keep clients informed and engaged
- Monitor progress and hold periodic discussions with clients regarding their financial plans
- Drive operational excellence through structured thinking and problem-solving
- Identify areas of improvement in the execution desk processes and implement innovative solutions
Employment Type: Full Time, Permanent
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67% candidates got the interview through other sources.
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based on 25 employees
Flexible timing
Alternate Saturday off
No travel
Day Shift
1 Finance Benefits
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Job Training Doctor on Call services Education Assistance Financial Wellness Plans Performance based appraisals
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1 Finance Mumbai Office Location
Mumbai, Maharashtra Office
B 1101/1102, Lotus Corporate Park, Goregaon East
Mumbai, Maharashtra
400063
400063
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