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4.3

based on 26 Reviews

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29 1 Finance Jobs

Financial Planner (Bangalore)

3-6 years

Bangalore / Bengaluru

1 vacancy

Financial Planner (Bangalore)

1 Finance

posted 16hr ago

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

(based on 3 1 Finance interviews)
Referral
33%
67% candidates got the interview through other sources.
Moderate Confidence
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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 26 employees
86%
80%
60%
100%
Flexible timing
Alternate Saturday off
No travel
Day Shift
View more insights

1 Finance Benefits

Submitted by Company
Job Training
Doctor on Call services
Education Assistance
Financial Wellness Plans
Performance based appraisals
ESOPS +3 more
Submitted by Employees
Free Transport
Child care
Gymnasium
Cafeteria
Work From Home
Free Food +6 more
View more benefits

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