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Financial Planner (Bangalore)
1 Finance
posted 5d ago
Job Role Insights
Flexible timing
Key skills for the job
Job Description
- Understand the approach and services offered by 1 Finance to deliver client-centric financial solutions s
- Develop customized financial plans based on a thorough understanding of the clients profile, goals, and requirements
- Monitor the progress of the client s financial plan and conduct regular meetings to review and discuss the action plans effectiveness
- Verify and cross-check all generated financial plans to ensure accuracy and feasibility
- Conduct in-depth assessments of clients financial situation
- Build and nurture long-term relationships with clients to understand their financial goals, priorities, and challenges
- Create proactive reminders and nudges for clients to take necessary financial actions
- Work closely with other team members, including advisors to provide seamless service to clients
- Utilize advanced financial planning software and tools to enhance the accuracy and efficiency of services
- Ensure all services comply with quality standards and adhere to regulatory and safety requirements
Employment Type: Full Time, Permanent
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People are getting interviews at 1 Finance through
People are getting interviews through
(based on 3 1 Finance interviews)
Referral
33%
67% candidates got the interview through other sources.
Moderate
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What people at 1 Finance are saying
What 1 Finance employees are saying about work life
based on 26 employees
Flexible timing
Alternate Saturday off
No travel
Day Shift
1 Finance Benefits
Submitted by Company
Job Training Doctor on Call services Education Assistance Financial Wellness Plans Performance based appraisals
Submitted by Employees
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