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111 1 Finance Jobs

AVP - Financial Advisory (Bangalore)

7-12 years

Bangalore / Bengaluru

1 vacancy

AVP - Financial Advisory (Bangalore)

1 Finance

posted 3+ weeks ago

Job Role Insights

Flexible timing

Job Description

  • 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 company s 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 strong focus on relationship building and problem-solving.
  • Proven ability to manage, mentor, and motivate high-performance teams
  • Structured and analytical thinker with experience in managing service-level metrics and process improvements

  • Employment Type: Full Time, Permanent

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    What people at 1 Finance are saying

    Financial Advisor salary at 1 Finance

    reported by 1 employee with 1 years exp.
    ₹3.8 L/yr - ₹4.8 L/yr
    12% less than the average Financial Advisor Salary in India
    View more details

    What 1 Finance employees are saying about work life

    based on 35 employees
    81%
    80%
    60%
    100%
    Flexible timing
    Alternate Saturday off
    No travel
    Day Shift
    View more insights

    1 Finance Benefits

    Submitted by Company
    Job Training
    Doctor on Call services
    Education Assistance
    Financial Wellness Plans
    Performance based appraisals
    ESOPS +3 more
    Submitted by Employees
    Free Transport
    Child care
    Gymnasium
    Cafeteria
    Work From Home
    Free Food +6 more
    View more benefits

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