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Engaged Employer

Valenta AI Private Limited

Compare

3.8

based on 152 Reviews

34 Valenta AI Private Limited Jobs

US Paraplanner

Valenta BPO Solutions

3.8

based on 152 Reviews

0-2 years

₹ 2.85 - 4.5L/yr (AmbitionBox estimate)

Bangalore / Bengaluru

1 vacancy

US Paraplanner

Valenta AI Private Limited

posted 1d ago

Job Role Insights

Fixed timing

Key skills for the job

Legal Advisory Financial Sector NSE Bfsi Financial Planning and Analysis Mutual Funds

+ 1 more

Job Description

Title - Paraplanner - US

Shift - 1:00 Pm to 10:00 Pm

Overview of the Role

This role deals with financial planning and analysis. You will be required to manage all incoming workflow from your assigned client and work with him/her to build financial plans and suitable strategies to meet investment objectives and mitigate risk.

Role Dimensions

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 s).
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.

Requirements

Skill Set

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)

Requirements

Role Dimensions

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 s).
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.

Requirements

Skill Set

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)

Benefits

Perks and Benefits (In addition to all the Mandatory Statutory Benefits such as PF, Group Medical, Gratuity etc.) the following perks and benefits are also provided:

Professional Certifications offered based on interest and career progression.

Team Building Activities.

6 Month s Paid Maternity Leave.

Professional Development Training programs offered as part of Career Growth.

Great Rewards and Recognition for star performers.

Be part of a Centre of Excellence like no other.

International Travel Opportunities - Travel opportunities to meet with Clients for On-Site training and represent the Company at various Industry Events and Conferences.

Be part of a Committee of your Choice (ISO, Sustainability, CSR, Training and Development, Health and Wellness, Reward and Recognition, Entertainment and much more).

Join a World Class Organization that puts employees first.

Disclaimer: - The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. The candidate will be required to perform any other job-related duties when requested by any person authorized to delegate responsibility (i.e. - Manager / Lead). All Duties and responsibilities outlined here are essential functions and requirements and are subject to possible modification owing to change in strategy or operations.

Employment Type: Full Time, Permanent

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Valenta AI Private Limited Interview Questions & Tips

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What people at Valenta AI Private Limited are saying

3.6

Rating based on 33 Paraplanner reviews

Anonymous · Finance & Accounting in Bangalore / Bengaluru

Likes

Once you get into this company, you will literally hate the whole corporate world. There is no likes I could point out.

Dislikes

- 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