1 1 Finance
Financial Concierge
Mumbai ₹2-5 LPA Posted 4 Jun 2025
FULL TIME
Client Service
Collaboration
Analytical Skills
Problem-solving
Financial Planning
Job Description
- Understand 1 Finance Approach and services
- Create a financial plan after understanding the client profile
- Keep an eye on the Client s Financial Plan and hold meetings to discuss the action plans progress
- Verifying and cross-checking the generated financial plans
- Perform client service activities
- Make nudges for the clients
- Ensuring compliance with quality and safety requirements
- Strong Analytical and problem-solving skills
- Collaborative and result oriented
- Structured approach of thinking and execution
- Experience in working in agile practices