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Valenta AI Private Limited
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32 Valenta AI Private Limited Jobs
US Paraplanner
0-2 years
₹ 2.85 - 4.5L/yr (AmbitionBox estimate)
Bangalore / Bengaluru
1 vacancy
US Paraplanner
Valenta AI Private Limited
posted 2d ago
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Fixed timing
Key skills for the job
Job Description
- Preparing financial analyses and financial plans for HNI/UHNI clients.
- Assisting in analysis, re-balancing, and review of investment portfolios.
- Conducting investment research (Stocks, Mutual Funds, ETF and Bond).
- Conduct need-analysis pertaining to insurance, mortgages, investments, and taxes.
- Providing support for processing client service needs (digital paperwork, report generation, agenda preparation)
- Assisting with creation and implementation of workflows and procedures to improve efficiency and enhance client experience.
- Train, mentor, and groom individuals on the process and make sure all the quality parameters are met by them in the longer run.
- MBA (Finance), CFP (Pursuing/completed) or CFA (Pursuing), NSE Certifications.
- Well versed with investment, planning and insurance concepts.
- Proficient in MS Office suite.
- Excellent Communication skills (Oral and Written)
- 0.6-2 years of work experience in financial sector (Insurance, BFSI, Mutual fund)
Employment Type: Full Time, Permanent
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What people at Valenta AI Private Limited are saying
Rating based on 33 Paraplanner
reviews
Anonymous · Finance & Accounting
in Bangalore / Bengaluru
Once you get into this company, you will literally hate the whole corporate world. There is no likes I could point out.
- My advice is to avoid joining this company, even if they offer a high salary at first. There's no chance for career growth, the culture is terrible, and there's no job security. - There's no balance between work and personal life. - The training provided is poor, and there are no standard operating procedures (SOPs). - Salaries..Read More
- Salary - Bad
Paraplanner salary at Valenta AI Private Limited
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Valenta AI Private Limited Benefits
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