Add office photos
Engaged Employer
i
This company page is being actively managed by
1 Finance Team. If you also belong to the team, you
can get access from
here
1 Finance
Compare
All Filters
39 1 Finance Jobs
Financial Planner (Hyderabad)
1 Finance
posted 19d 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
- Conduct in-depth assessments of clients financial situations
- 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
- 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
Read full job descriptionPrepare for Financial Planner roles with real interview advice
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
Confidence
?
Moderate Confidence means the data is based on a sufficient number of responses received from the candidates
What people at 1 Finance are saying
What 1 Finance employees are saying about work life
based on 27 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
View more benefits 
Compare 1 Finance with
Bajaj Finance
Compare
HDFC Bank
Compare
ICICI Bank
Compare
Kotak Mahindra Bank
Compare
Axis Bank
Compare
State Bank of India
Compare
Sammaan Capital Limited
Compare
Aditya Birla Capital
Compare
IDFC FIRST Bank
Compare
Wibmo
Compare
OneCard
Compare
Datasigns Technologies
Compare
PolicyX.com
Compare
Oxigen Services
Compare
ROI NET Solution
Compare
Namaste Credit
Compare
Global Payments
Compare
Paytail
Compare
Airpay Payment Services
Compare
Digikredit Finance
Compare
Similar Jobs for you
Share an Interview