AmbitionBox
Search
Jobs
- Reviews
- Salaries
- Interview Questions
- About Company
- Benefits
- Jobs
- Office Photos
- Community
Add office photos
Engaged Employer
i
This company page is being actively managed by
Valenta AI Private Limited Team. If you also belong to the team, you
can get access from
here
Valenta AI Private Limited
Compare
All Filters
32 Valenta AI Private Limited Jobs
AU Admin
Valenta AI Private Limited
posted 2d ago
Job Role Insights
Fixed timing
Key skills for the job
Job Description
- Understanding concepts of financial planning.
- Understanding various super, pension, investment and insurance related laws and terminologies.
- Preparation of high quality Statement of advice documents containing the recommendations of the advisor and the details of the client for presenting to the clients.
- Preparation of cash, super, pension and investment projections.
- Prepare various Super, insurance, pension and investment comparisons to assist the financial advisors.
- Collating client data and product information from providers.
- Documenting of all reports and correspondence.
- Preparing financial calculations and detailed cashflow projections for different scenarios.
- Identify and obtain information necessary to complete financial plan.
- Conduct need-analysis for all financial planning clients including insurance, investments, retirement, tax etc.
- Conduct in-depth portfolio analysis to provide client advice regarding portfolio structure and risk analysis.
- Prepare investment strategy charts and investment applications.
- Call Investment, insurance providers to obtain clients investment details.
- Update and maintain all client data on a software.
- Review and analyze statement of adviceprepared by team members.
Primary Responsibility
- Receiving the task from the Advisers
- Capturing the task request into the Smartsheet
- Understanding the End Users and Advisers requirement (Needs and expectations vs. Advice)
- Review of End Users details to determine missing information
- Data Collection - Determining collection of additional information (super insurance research activity)
- Contacting the adviser for clarification / additional information
- Data entry
- Report Generation editing
Employment Type: Full Time, Permanent
Read full job descriptionPrepare for Administrator roles with real interview advice
Top Valenta AI Private Limited Administrator Interview Questions
Q1. Tell me how can you build your Portfolio and points which needs to be considered while building your portfolio
asked in
Financial Analyst interview
What people at Valenta AI Private Limited are saying
What Valenta AI Private Limited employees are saying about work life
based on 152 employees
Strict timing
Monday to Friday
No travel
Day Shift
Valenta AI Private Limited Benefits
View more benefits
Compare Valenta AI Private Limited with
WNS
Compare
EXL Service
Compare
Genpact
Compare
TCS
Compare
Infosys BPM
Compare
HCLTech
Compare
Tech Mahindra
Compare
Wipro
Compare
Accenture
Compare
IBM
Compare
Teleperformance
Compare
Concentrix Corporation
Compare
Omega Healthcare
Compare
R1 RCM
Compare
Conduent
Compare
IKS Health
Compare
Alldigi Tech
Compare
Foundever
Compare
IntouchCX
Compare
TaskUs
Compare
Similar Jobs for you
Valenta AI Private Limited Bangalore / Bengaluru Office Location
Bengaluru/Bangalore, Karnataka Office
Vidyaranyapura
Bengaluru/Bangalore, Karnataka
Rpa Developer
2-4 Yrs
₹ 4 - 7L/yr
Mohali, Mumbai Suburban, Bangalore / Bengaluru
Share an Interview