01Responsibilities
- Serve as the primary point of contact for the clients, ensuring a seamless and enriching financial journey from onboarding through ongoing engagement
- Understand and articulate the full spectrum of services offered by 1 Finance to align client needs with appropriate solutions
- Lead the team in delivering prompt, accurate, and empathetic responses to client queries across personal finance advisory
- Work closely with advisors, product experts, and cross-functional teams to curate and coordinate customized financial solutions for each client
- Conduct team reviews to ensure alignment with the companys philosophy and the unique needs of each client
- Proactively engaged with clients to ensure execution of their personalized financial plans and behavioural nudges, while overseeing overall plan adherence
- Conduct regular reviews of client portfolios and ensure alignment with their evolving life goals and financial priorities
- Implement a concierge-style service culture rooted in trust, reliability, and expertise
- Track and analyze service performance metrics and client feedback to drive continuous improvements
- Ensure all communication and activities adhere to regulatory guidelines and internal quality standards
- Manage a team of to ensure delivery excellence and career development
- Conducted in-person meetings to foster client relations
- Actively contributed to marketing initiatives, enhancing outreach and brand visibility
Skills:
- Exceptional interpersonal and communication skills, with the ability to explain complex financial concepts in a relatable manner
- Deep understanding of personal, advisory domains (loans, insurance, investments, taxation, estate planning, cashflow planning)
- Client-first mind-set with a solid focus on relationship building and problem-solving.
- Proven ability to manage, mentor, and motivate high-performance teams
- Structured an .
