US Paraplanner

Valenta Bpo Solutions

1 - 2 years

3 - 4 Lacs

bengaluru

Posted:19 hours ago| Platform:

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Skills Required

ms office suite nse iso bfsi financial sector mutual funds financial planning workflow wellness team building

Work Mode

Work from Office

Job Type

Full Time

Job Description

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)

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