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4.2

based on 25 Reviews

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29 1 Finance Jobs

Exceptional communication and collaboration skills

1-4 years

Mumbai

1 vacancy

Exceptional communication and collaboration skills

1 Finance

posted 9d ago

Job Role Insights

Flexible timing

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
Skills:
  • Exceptional communication and collaboration skills
  • Analytical and problem-solving abilities
  • Strategic mindset with a hands-on approach
  • Certifications such as CWM , CFA, CA, and NISM XA & XB are a must

  • Employment Type: Full Time, Permanent

    Read full job description

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    What people at 1 Finance are saying

    What 1 Finance employees are saying about work life

    based on 25 employees
    85%
    80%
    63%
    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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    1 Finance Mumbai Office Location

    View all
    Mumbai, Maharashtra Office
    B 1101/1102, Lotus Corporate Park, Goregaon East Mumbai, Maharashtra
    400063

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