Trainee Paraplanner - US Job in Bengaluru at ValentaBPO
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Trainee Paraplanner - US
ValentaBPO
Full Time Job
Not Disclosed
1-6 years
Posted 30+ days ago
Location
- Bengaluru
Skills Required
- Financial Analysis
- Insurance
- Bfsi Sales
- Mutual Funds
- Client Servicing
- Communication Skills
About this Job
ValentaAI is hiring for the role of Trainee Paraplanner - US!
Responsibilities of the Candidate:
- 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, ETFs, and bonds).
- Conduct need-analysis about insurance, mortgages, investments, and taxes.
- Providing support for processing client service needs (digital paperwork, report generation, agenda preparation).
- Assisting with creating and implementing 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 long run.
Requirements:
- MBA (Finance), CFP (Pursuing) or CFA (Pursuing).
- 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 the financial sector (Insurance, BFSI, Mutual fund).
Eligible Degrees
+86 More
Who can apply
Documents Required
1. Resume
2. ID Proof (e.g. Aadhar Card, PAN Card, etc.)
About ValentaBPO
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