Financial Planner

Pune ₹2-6 LPA Posted 5 Jun 2025

FULL TIME

client assessment

Agile Methodology

Analytical Thinking

Customized Solutions

Financial Software

+2 more

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
Strong analytical and problem-solving skills
Collaborative and result oriented
Structured approach of thinking and execution
Experience in working in agile practices