Job role
Qualified Financial Advisor (Hyderabad)
Financial Advisory
Hyderabad
5 - 10 Years Of Experience
No. of Openings - 3
Interested in this position?
Responsibilities:
Skills:
- Develop a deep understanding of the 1 Finance philosophy, approach, and suite of services to effectively align client needs with tailored financial solutions
- Conduct thorough assessments of client profiles to design personalized financial plans based on their goals, risk appetite, and financial position
- Monitor the implementation and progress of financial plans, holding regular check-ins with clients to ensure alignment with the recommended strategy
- Verify, cross-check, and validate all financial plans to ensure they are comprehensive, realistic, and compliant
- Execute client servicing activities, offering ongoing support and resolving queries to enhance client satisfaction.
- Create and deliver nudges—timely reminders and communications—to encourage clients to take recommended financial actions
- Ensure adherence to internal quality standards and maintain compliance with all regulatory and safety requirements
Skills:
- Strong analytical and problem-solving abilities to evaluate complex financial data and recommend actionable insights
- Collaborative mindset with a focus on achieving results through teamwork and client-centric execution
- Structured and methodical approach to thinking and execution with strong attention to detail
- Comfortable working in agile, fast-paced environments with adaptability to shifting priorities
BTL Marketing Manager (Bangalore)
Financial Advisory
Bangalore
3 - 6 Years Of Experience
No. of Openings - 1
Interested in this position?
Responsibilities:
Skills:
- Develop and execute detailed activation plans for new FPCs, including pre-launch timelines, operational requirements, and stakeholder coordination
- Conduct market analysis to identify suitable locations in alignment with business objectives
- Partner with marketing teams to create localized campaigns to promote new FPCs for lead generation
- Collaborate with internal teams (Operations, Marketing, IT, HR and compliance) to ensure readiness before the go-live date
- Oversee facility setup, infrastructure, event arrangements, and technology enablement to ensure operational efficiency
- Secure all necessary regulatory, compliance, and legal approvals for the projects
- Monitor early performance metrics (e.g., client acquisition, revenue generation) to assess FPC success and identify improvement areas
- Gather feedback from employees and clients to refine operations and customer experience
- Address bottlenecks in operational efficiency during the post-activation phase
- Plan and execute on-ground events and campaigns to boost brand visibility and attract potential clients to new centers
- Ensure events are aligned with the company’s strategic goals and deliver measurable results
Skills:
- Bachelor's degree in Business Administration, Operations, Marketing, or related field (MBA preferred)
- Proven experience in activation or operations management, preferably in the financial services or retail sector
- Excellent interpersonal and negotiation skills to manage external stakeholders such as property owners and contractors
- Strong analytical skills to evaluate location performance and market potential
- Familiarity with financial products and advisory services is a plus
BTL Marketing Manager (Pune)
Financial Advisory
Pune
3 - 6 Years Of Experience
No. of Openings - 1
Interested in this position?
Responsibilities:
Skills:
- Develop and execute detailed activation plans for new FPCs, including pre-launch timelines, operational requirements, and stakeholder coordination
- Conduct market analysis to identify suitable locations in alignment with business objectives
- Partner with marketing teams to create localized campaigns to promote new FPCs for lead generation
- Collaborate with internal teams (Operations, Marketing, IT, HR and compliance) to ensure readiness before the go-live date
- Oversee facility setup, infrastructure, event arrangements, and technology enablement to ensure operational efficiency
- Secure all necessary regulatory, compliance, and legal approvals for the projects
- Monitor early performance metrics (e.g., client acquisition, revenue generation) to assess FPC success and identify improvement areas
- Gather feedback from employees and clients to refine operations and customer experience
- Address bottlenecks in operational efficiency during the post-activation phase
- Plan and execute on-ground events and campaigns to boost brand visibility and attract potential clients to new centers
- Ensure events are aligned with the company’s strategic goals and deliver measurable results
Skills:
- Bachelor's degree in Business Administration, Operations, Marketing, or related field (MBA preferred)
- Proven experience in activation or operations management, preferably in the financial services or retail sector
- Excellent interpersonal and negotiation skills to manage external stakeholders such as property owners and contractors
- Strong analytical skills to evaluate location performance and market potential
- Familiarity with financial products and advisory services is a plus
Execution Desk Specialist (Pune)
Execution Assistance
Pune
3 - 6 Years Of Experience
No. of Openings - 1
Interested in this position?
Responsibilities:
Skills:
- Understand and align with the 1 Finance Approach and services
- Monitor clients’ financial plans and conduct meetings to review the progress of action plans
- Assist members in executing financial plans by thoroughly analyzing client profiles
- Design and implement communication strategies for advisory execution, including crafting relevant nudges for clients
- Perform client servicing activities to ensure smooth and consistent member experience
- Ensure compliance with established quality, regulatory, and safety requirements
Skills:
- Strong verbal and written communication skills
- Collaborative, team-oriented, and result-driven approach
- Structured and methodical thinking with effective execution capabilities
- Proficiency in operational processes and documentation
- Strong analytical and problem-solving abilities
Customer Experience Specialist
Customer Experience
Mumbai
3 - 6 Years Of Experience
No. of Openings - 2
Interested in this position?
Responsibilities :
Skills:
- Guiding members through their journey with 1 Finance from downloading the application to executing the personal finance advisory plan
- Educating members on our tools and features to enhance adoption and retention
- Attending to issues faced during the member lifecycle
- Support members via the in-app chat service, emails and over the phone throughout the member journey
- Resolve both routine and complex enquiries in a thorough and expeditious manner, escalating to appropriate teams and individuals as required
- Address member complaints in a compassionate and patient manner
- Strive to achieve high member satisfaction by going above and beyond and delivering a ‘WOW’ member experience every time
- Motivate and encourage members across the member journey to maximize member satisfaction
- Collaborating with the rest of the team on new member-centric initiative
- Proactively review the user journey, find and work upon areas of improvement
Skills:
- Excellent written and verbal communication skills and strong command over English language
- Strong sense of service orientation and solution driven approach
- Structured approach of thinking and execution
Investment Strategist
Strategy
Mumbai
2 - 4 Years Of Experience
No. of Openings - 1
Interested in this position?
Responsibilities:
Skills:
- Act as the primary point of contact for existing and prospective investors
- Manage investor queries, updates, relationship tracking, and follow-ups
- Collaborate with founders and Investment Bankers (IBs) on fundraising strategy and execution
- Coordinate investor outreach, meetings, and communication processes
- Prepare and maintain pitch decks, investor presentations, and periodic updates
- Ensure consistency, accuracy, and clarity in investor communication
- Manage data room preparation, documentation, and due diligence requirements
- Coordinate with internal teams and IBs to ensure smooth diligence and transaction processes
- Track deal pipelines, investor conversations, timelines, and execution progress
- Ensure seamless coordination among founders, IBs, and investor stakeholders
Skills:
- Strong investor relations, stakeholder management, and communication skills
- Experience in fundraising support, investor coordination, and deal execution
- Ability to prepare pitch decks, manage due diligence, and maintain data rooms
- Detail-oriented with strong organizational, multitasking, and process coordination abilities
