Job role
Key Account Manager
Insurance
Mumbai
5 - 10 Years Of Experience
No. of Openings - 1
Interested in this position?
Responsibilities:
Skills:
- Maintain strong relationships with insurance providers to negotiate the best terms for corporate clients
- Acquire new corporate clients each month for the Employee Benefits Initiative in collaboration with the Strategic Alliance Team
- Offer expert advisory services to corporate clients, helping them understand their group health insurance options and make informed decisions. Handle corporate customers and maintain excellent relationships with them. Leverage these relationships to focus on renewals and improve value-added services at client locations
- Provide comprehensive consultations to understand client needs and objectives, offering tailored employee benefits insurance solutions that align with their business strategies. Leverage relationships with corporate clients to focus on renewals and enhance value-added services at client locations
- Provide comprehensive support during the claims process, ensuring both individual and corporate clients navigate their claims with ease and efficiency
- Deliver outstanding service, building and maintaining trustworthy and reliable relationships with clients through consistent, high-quality interactions
- Stay updated on the latest market trends and insurance products to offer current advice and solutions
- Prepare reports and analytics to track the effectiveness of employee benefit programs and identify areas for improvement
- Handle additional tasks as required by the Reporting Manager or Business, adapting to emerging needs and priorities
Skills:
- Good presentation skills
- Excellent negotiation skills
- Strong communication skills
- Excellence in client service
- Ability to work effectively both independently and as part of a team
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
Qualified Financial Advisor (Bangalore)
Financial Advisory
Bangalore
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
Qualified Financial Advisor (Delhi/Noida)
Financial Advisory
Delhi
5 - 10 Years Of Experience
No. of Openings - 1
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
Qualified Financial Advisor (Pune)
Financial Advisory
Pune
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
AVP - Financial Advisory (Bangalore)
Financial Advisory
Bangalore
7 - 12 Years Of Experience
No. of Openings - 1
Interested in this position?
Responsibilities:
Skills:
Qualifications:
- 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
- High adaptability in fast-paced, agile environments
Qualifications:
- MBA in Finance /CFP/CWM/ NISM XA & XB
AVP - Financial Advisory (Mumbai)
Financial Advisory
Mumbai
7 - 12 Years Of Experience
No. of Openings - 1
Interested in this position?
Responsibilities:
Skills:
Qualifications:
- 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
- High adaptability in fast-paced, agile environments
Qualifications:
- MBA in Finance /CFP/CWM/ NISM XA & XB
AVP - Financial Advisory (Noida/Delhi)
Financial Advisory
Delhi
7 - 12 Years Of Experience
No. of Openings - 1
Interested in this position?
Responsibilities:
Skills:
Qualifications:
- 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
- High adaptability in fast-paced, agile environments
Qualifications:
- MBA in Finance /CFP/CWM/ NISM XA & XB
AVP - Financial Advisory (Pune)
Financial Advisory
Pune
7 - 12 Years Of Experience
No. of Openings - 1
Interested in this position?
Responsibilities:
Skills:
Qualifications:
- 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
- High adaptability in fast-paced, agile environments
Qualifications:
- MBA in Finance /CFP/CWM/ NISM XA & XB
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
BTL Marketing Manager (Delhi/Noida)
Financial Advisory
Delhi
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
Compliance Officer
P2P Lending
Mumbai
4 - 8 Years Of Experience
No. of Openings - 2
Interested in this position?
Responsibilities:
Requisites & Skills:
- Perform data entry and maintain accurate records in internal systems
- Process and verify transactions, applications, or documentation as per defined protocols
- Handle documentation, filing, and backend processing tasks
- Assist in preparing operational reports, dashboards, and MIS
- Coordinate with front-office, finance, or compliance teams for information exchange
- Monitor emails and respond or escalate as needed
- Maintain confidentiality and adhere to data security standards
- Support audits and other administrative functions as required
Requisites & Skills:
- Experience in NBFC and P2P preferred
- Good typing speed and attention to detail
- Strong organizational and time management skills
- Excellent written and communication skills
- Proficient in MS Office
Execution Desk Specialist (Delhi)
Execution Assistance
Delhi
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
Execution Desk Specialist (Bangalore)
Execution Assistance
Bangalore
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
Execution Desk Specialist (Hyderabad)
Execution Assistance
Hyderabad
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
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
Founders Office
Strategy
Mumbai
5 - 10 Years Of Experience
No. of Openings - 1
Interested in this position?
Responsibilities:
Experience & Skills:
- Act as the liaison between the Founders’ and internal teams and external partners
- Draft, review, and manage correspondence, presentations, and communications on behalf of the Founders’
- Record minutes during meetings and follow up to ensure closure of assigned tasks
- Understand and analyze business problems, identify requirements, and break them down into actionable steps
- Support in drafting and executing business strategy, including identifying target segments and key growth opportunities
- Oversee projects requiring Founders’ intervention, ensuring tasks are assigned, acted upon, and closed in a timely manner
- Collaborate with cross-functional teams, ensuring alignment, accountability, and seamless execution
- Lead or support assignments on behalf of the Founders’ and manage stakeholder communications
- Monitor progress across organizational initiatives to ensure timely completion of deliverables
- Build and sustain long-term relationships with key partners, vendors, and stakeholders
- Represent the Founder in interactions with external stakeholders
Experience & Skills:
- The candidate must come from the Finance domain with a strong background in financial advisory
- Excellent communication and interpersonal skills
- Proven ability to manage multiple projects simultaneously under tight deadlines
- Exceptional organizational and time-management skills
- Prior exposure to executive support, consulting, business strategy, or project management preferred
- Ability to leverage AI tools to improve efficiency in communication, research, and strategy development