Principal Officer

Mumbai ₹2-5 LPA Posted 4 Jun 2025

FULL TIME

Client Service

Collaboration

Problem-solving

Understand 1 Finances approach and services
Conduct online meetings with the clients to discuss the actionables recommended in the Financial Plans prepared by the Advisory team
Assist the clients in executing the Financial Plan after understanding the client profile
Design the communication strategy for executing the actionables including relevant nudges for the clients
Perform client service activities
Ensuring compliance with quality and process requirements
Strong communication skills and p roblem-solving skills
Collaborative and result oriented
Structured approach of thinking and execution
Operational and documentation know-how