1 1 Finance
Principal Officer
Mumbai ₹5-10 LPA Posted 4 Jun 2025
FULL TIME
Documentation
Collaboration
Problem-solving
Client Servicing
Job Description
- Understand 1 Finances approach and services
- Keep an eye on the Client s Financial Plan and hold meetings to discuss the action plan and progress
- Assist the members in executing the Financial Plan after understanding the client profile
- Design the communication strategy for executing the advisory including relevant nudges for the clients
- Perform client service activities
- Ensuring compliance with quality and safety requirements
- Strong communication skills
- Problem-solving skills
- Collaborative and result oriented
- Structured approach of thinking and execution
- Operational/documentation know-how