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Gender
Male
Age Group
The lowest age in the selected range is considered for price evaluation (e.g., 25 - 29)
The lowest age in the selected range is considered for price evaluation (e.g., 25 - 29)
30 - 34
Sum Assured
₹ 1Cr
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
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 (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
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
Wealth Advisor (Mumbai)
Wealth Management
Mumbai
3 - 6 Years Of Experience
No. of Openings - 1
Interested in this position?
Responsibilities:
Skills:
- Develop a deep understanding of the 1 Finance philosophy, advisory approach, and suite of services to effectively align client needs with customized financial solutions
- Conduct comprehensive assessments of client profiles to design personalized financial plans based on individual goals, risk appetite, and overall financial position
- Monitor the execution and progress of financial plans, conducting regular client check-ins to ensure continued alignment with the recommended strategy
- Prepare clear, structured, and precise advisory documentation for client communication and internal reference
- Verify, cross-check, and validate all financial plans to ensure they are accurate, comprehensive, realistic, and compliant with applicable standards
- Execute end-to-end client servicing activities, providing ongoing support and resolving queries to enhance overall client experience and satisfaction
- Design and deliver timely nudges and reminders to encourage clients to take recommended financial actions
- Ensure strict adherence to internal quality benchmarks, regulatory guidelines, and safety/compliance requirements
Skills:
- Solid understanding of Investments and Wealth Management Services for effective asset management and portfolio optimization.
- Strong foundational knowledge in Finance to offer strategic insights and comprehensive support to clients.
- Excellent analytical, communication, and interpersonal skills to establish trust and maintain long-term client relationships.
- Comfortable working in agile, fast-paced environments with adaptability to shifting priorities
Wealth Advisor (Gurgaon)
Wealth Management
Delhi
3 - 6 Years Of Experience
No. of Openings - 1
Interested in this position?
Responsibilities:
Skills:
- Develop a deep understanding of the 1 Finance philosophy, advisory approach, and suite of services to effectively align client needs with customized financial solutions
- Conduct comprehensive assessments of client profiles to design personalized financial plans based on individual goals, risk appetite, and overall financial position
- Monitor the execution and progress of financial plans, conducting regular client check-ins to ensure continued alignment with the recommended strategy
- Prepare clear, structured, and precise advisory documentation for client communication and internal reference
- Verify, cross-check, and validate all financial plans to ensure they are accurate, comprehensive, realistic, and compliant with applicable standards
- Execute end-to-end client servicing activities, providing ongoing support and resolving queries to enhance overall client experience and satisfaction
- Design and deliver timely nudges and reminders to encourage clients to take recommended financial actions
- Ensure strict adherence to internal quality benchmarks, regulatory guidelines, and safety/compliance requirements
Skills:
- Solid understanding of Investments and Wealth Management Services for effective asset management and portfolio optimization.
- Strong foundational knowledge in Finance to offer strategic insights and comprehensive support to clients.
- Excellent analytical, communication, and interpersonal skills to establish trust and maintain long-term client relationships.
- Comfortable working in agile, fast-paced environments with adaptability to shifting priorities
Wealth Advisor (Pune)
Wealth Management
Pune
3 - 6 Years Of Experience
No. of Openings - 1
Interested in this position?
Responsibilities:
Skills:
- Develop a deep understanding of the 1 Finance philosophy, advisory approach, and suite of services to effectively align client needs with customized financial solutions
- Conduct comprehensive assessments of client profiles to design personalized financial plans based on individual goals, risk appetite, and overall financial position
- Monitor the execution and progress of financial plans, conducting regular client check-ins to ensure continued alignment with the recommended strategy
- Prepare clear, structured, and precise advisory documentation for client communication and internal reference
- Verify, cross-check, and validate all financial plans to ensure they are accurate, comprehensive, realistic, and compliant with applicable standards
- Execute end-to-end client servicing activities, providing ongoing support and resolving queries to enhance overall client experience and satisfaction
- Design and deliver timely nudges and reminders to encourage clients to take recommended financial actions
- Ensure strict adherence to internal quality benchmarks, regulatory guidelines, and safety/compliance requirements
Skills:
- Solid understanding of Investments and Wealth Management Services for effective asset management and portfolio optimization.
- Strong foundational knowledge in Finance to offer strategic insights and comprehensive support to clients.
- Excellent analytical, communication, and interpersonal skills to establish trust and maintain long-term client relationships.
- Comfortable working in agile, fast-paced environments with adaptability to shifting priorities
Wealth Advisor (Bangalore)
Wealth Management
Bangalore
3 - 6 Years Of Experience
No. of Openings - 1
Interested in this position?
Responsibilities:
Skills:
- Develop a deep understanding of the 1 Finance philosophy, advisory approach, and suite of services to effectively align client needs with customized financial solutions
- Conduct comprehensive assessments of client profiles to design personalized financial plans based on individual goals, risk appetite, and overall financial position
- Monitor the execution and progress of financial plans, conducting regular client check-ins to ensure continued alignment with the recommended strategy
- Prepare clear, structured, and precise advisory documentation for client communication and internal reference
- Verify, cross-check, and validate all financial plans to ensure they are accurate, comprehensive, realistic, and compliant with applicable standards
- Execute end-to-end client servicing activities, providing ongoing support and resolving queries to enhance overall client experience and satisfaction
- Design and deliver timely nudges and reminders to encourage clients to take recommended financial actions
- Ensure strict adherence to internal quality benchmarks, regulatory guidelines, and safety/compliance requirements
Skills:
- Solid understanding of Investments and Wealth Management Services for effective asset management and portfolio optimization.
- Strong foundational knowledge in Finance to offer strategic insights and comprehensive support to clients.
- Excellent analytical, communication, and interpersonal skills to establish trust and maintain long-term client relationships.
- Comfortable working in agile, fast-paced environments with adaptability to shifting priorities
Wealth Advisor (Hyderabad)
Wealth Management
Hyderabad
3 - 6 Years Of Experience
No. of Openings - 1
Interested in this position?
Responsibilities:
Skills:
- Develop a deep understanding of the 1 Finance philosophy, advisory approach, and suite of services to effectively align client needs with customized financial solutions
- Conduct comprehensive assessments of client profiles to design personalized financial plans based on individual goals, risk appetite, and overall financial position
- Monitor the execution and progress of financial plans, conducting regular client check-ins to ensure continued alignment with the recommended strategy
- Prepare clear, structured, and precise advisory documentation for client communication and internal reference
- Verify, cross-check, and validate all financial plans to ensure they are accurate, comprehensive, realistic, and compliant with applicable standards
- Execute end-to-end client servicing activities, providing ongoing support and resolving queries to enhance overall client experience and satisfaction
- Design and deliver timely nudges and reminders to encourage clients to take recommended financial actions
- Ensure strict adherence to internal quality benchmarks, regulatory guidelines, and safety/compliance requirements
Skills:
- Solid understanding of Investments and Wealth Management Services for effective asset management and portfolio optimization
- Strong foundational knowledge in Finance to offer strategic insights and comprehensive support to clients
- Excellent analytical, communication, and interpersonal skills to establish trust and maintain long-term client relationships
- Comfortable working in agile, fast-paced environments with adaptability to shifting priorities
AVP - Social Media Marketing (Finance)
Marketing
Mumbai
8 - 15 Years Of Experience
No. of Openings - 1
Interested in this position?
Responsibilities:
Skills:
- Own the end-to-end social media strategy across LinkedIn, Instagram, YouTube, Twitter (X), and emerging platforms.
- Build quarterly and annual social media roadmaps aligned with business and brand goals.
- Position the brand as a thought leader in personal finance and goal-based investing.
- Lead the creation of high-quality, educational, and engaging finance content in multiple formats - posts, reels, carousels, videos, threads, and newsletters.
- Simplify complex financial concepts into relatable, trustworthy, and engaging content.
- Develop content pillars around investing, goal planning, risk profiling, financial literacy, and advisory insights.
- Build strong LinkedIn and social presence for founders, advisors, and leadership team.
- Create content strategies that enhance credibility and thought leadership of key faces of the company.
- Build and nurture an engaged community of finance-aware audiences.
- Track engagement, reach, conversions, and optimize content strategy based on data.
- Work closely with performance marketing teams to amplify high-performing content.
- Work with designers, video editors, and content creators to ensure high production quality.
- Maintain a consistent brand voice and visual identity across platforms.
- Stay updated with social trends, algorithms, and content formats.
- Experiment with new content ideas, formats, and storytelling approaches.
Skills:
- Strong understanding of how trust and credibility are built in financial communication
- Proven experience in building and scaling social media pages and communities
- Deep knowledge of LinkedIn, Instagram, YouTube, and content performance metrics
- Experience in content strategy, storytelling, and brand communication
- Strong analytical mindset with data-driven decision making
Real Estate Advisor
Quantitative Research
Mumbai
4 - 8 Years Of Experience
No. of Openings - 1
Interested in this position?
Responsibilities:
Skills:
- Advise clients on real estate investments aligned with their financial plans and life goals
- Conduct location analysis, developer background checks, and project due diligence
- Evaluate property from ROI, rental yield, appreciation, and liquidity perspectives
- Assist clients in buying, selling, leasing, or investing in residential and commercial properties
- Perform legal, financial, and compliance checks in coordination with legal/loan teams
- Prepare property evaluation reports and comparative market analysis
- Work closely with Wealth Managers to integrate real estate into holistic financial plans
- Build and maintain a database of developers, brokers, legal advisors and banks
- Stay updated with RERA regulations, stamp duty rules, taxation on property, and home loan structures
- Educate clients on risks, hidden costs, and long-term implications of property decisions
- Support clients in loan optimization and documentation process
Skills:
- Strong understanding of real estate market dynamics
- Knowledge of property laws, RERA, stamp duty and taxation on property
- Ability to analyze property from an investment and financial lens
- Excellent research, due diligence, and analytical skills
- Strong communication and client advisory skills
Wealth Advisor (Noida)
Wealth Management
Noida
3 - 6 Years Of Experience
No. of Openings - 1
Interested in this position?
Responsibilities:
Skills:
- Develop a deep understanding of the 1 Finance philosophy, advisory approach, and suite of services to effectively align client needs with customized financial solutions
- Conduct comprehensive assessments of client profiles to design personalized financial plans based on individual goals, risk appetite, and overall financial position
- Monitor the execution and progress of financial plans, conducting regular client check-ins to ensure continued alignment with the recommended strategy
- Prepare clear, structured, and precise advisory documentation for client communication and internal reference
- Verify, cross-check, and validate all financial plans to ensure they are accurate, comprehensive, realistic, and compliant with applicable standards
- Execute end-to-end client servicing activities, providing ongoing support and resolving queries to enhance overall client experience and satisfaction
- Design and deliver timely nudges and reminders to encourage clients to take recommended financial actions
- Ensure strict adherence to internal quality benchmarks, regulatory guidelines, and safety/compliance requirements
Skills:
- Solid understanding of Investments and Wealth Management Services for effective asset management and portfolio optimization
- Strong foundational knowledge in Finance to offer strategic insights and comprehensive support to clients
- Excellent analytical, communication, and interpersonal skills to establish trust and maintain long-term client relationships
- Comfortable working in agile, fast-paced environments with adaptability to shifting priorities