1 Finance - Careers

Qualified Financial Advisor (Hyderabad)

Financial Advisory

Hyderabad

5 - 10 Years Of Experience

No. of Openings - 3

Interested in this position?

Responsibilities:

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:

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:

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:

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 :

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:

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