US Paraplanner

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

• 
  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.