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3 Job openings at VALENTA
Financial Planning Administration

Bengaluru, Karnataka

0 - 3 years

INR Not disclosed

Work from Office

Full Time

Job Information Industry Financial Services Current Openings 1 Job Type Full time Date Opened 05/13/2025 Work Experience 3-4 years Salary 425000 to 500000 City Bangalore North State/Province Karnataka Country India Zip/Postal Code 560097 Job Description Role Dimensions Understanding concepts of financial planning. Understanding various super, pension, investment and insurance related laws and terminologies. Prepare various Super, insurance, pension and investment comparisons to assist the financial advisors. Collating client data and product information from providers. Documenting of all reports and correspondence. Preparing financial calculations and detailed cashflow projections for different scenarios. Identify and obtain information necessary to complete financial plan. Conduct need-analysis for all financial planning clients including insurance, investments, retirement, tax etc. Conduct in-depth portfolio analysis to provide client advice regarding portfolio structure and risk analysis. Prepare investment strategy charts and investment applications. Call Investment, insurance providers to obtain clients investment details. Update and maintain all client data on a software. Review and analyze statement of advice’s prepared by team members. Primary Responsibility Receiving the task from the Advisers Capturing the task request into the Smartsheet Understanding the End Users and Advisers requirement (Needs and expectations vs. Advice) Review of End Users details to determine missing information Data Collection - Determining & collection of additional information (super & insurance research activity) Contacting the adviser for clarification / additional information Data entry Report Generation & editing Requirements Minimum Requirements Graduate/Post Graduate in finance or relevant degree. Minimum 2-3 years of experience within finance domain Understanding of the financial planning process. Attention to detail. Good report writing skills. Strong command over English. Ability to work independently and multi task Knowledge & Skills CFP an added advantage. Any additional certifications from FPSB, NCFM etc preferred. Leadership. Sound communication skills. Experience using MS-word and excel. Strong technical knowledge including insurance, mutual funds, trusts, taxation etc. Self-motivated and able to take responsibility for own work. 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. 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.

Senior Team Leader – RPA Automation

Bengaluru, Karnataka

0 - 2 years

INR Not disclosed

On-site

Full Time

Job Information Industry Technology Current Openings 1 Job Type Full time Date Opened 05/13/2025 Salary 130000 to 150000 City Bangalore State/Province Karnataka Country India Zip/Postal Code 560092 Job Description Job Description for Senior Team Leader – RPA Automation position Job Title: Senior Team Leader – RPA Automation Location: Mohali / Bangalore Department: Human Resources Work Schedule: Monday to Friday – On-site Reports To: VP of Operations Employment Type: Full-Time About Valenta: Valenta is a global business solutions provider specializing in consulting, digital transformation, and managed services. We empower businesses to optimize operations, reduce costs, and achieve sustainable growth through strategic outsourcing and automation. With a global delivery model and deep expertise across industries, we deliver cutting-edge solutions that help clients transform and scale their operations efficiently. About the Role: We are seeking an experienced and driven Senior Team Leader – RPA Automation to lead our Robotic Process Automation (RPA) delivery team. This role requires a strong understanding of automation strategy, team leadership, and technical RPA development. The ideal candidate will manage multiple RPA projects, collaborate with cross-functional teams, and ensure delivery excellence that aligns with business goals and client expectations. Key Responsibilities: Lead, mentor, and manage a team of RPA developers and analysts across multiple client projects. Oversee the end-to-end delivery of RPA solutions from design to deployment, ensuring timelines, budgets, and quality standards are met. Collaborate with stakeholders, business analysts, and process owners to identify automation opportunities and define project scope. Review, approve, and ensure the accuracy of technical documentation, solution designs, and test plans. Provide hands-on support and guidance for complex automation builds or escalated technical challenges. Track project progress using project management tools and provide regular updates to leadership and clients. Champion best practices in RPA architecture, security, scalability, and reusability. Stay current with the latest trends, tools, and technologies in intelligent automation and AI. Required Qualifications: Bachelor’s or master’s degree in computer science, Information Technology, Engineering, or related field. 6+ years of experience in RPA with at least 2 years in a leadership or team management role. Proven experience managing end-to-end RPA lifecycle projects in enterprise environments. Technical Skills: Proficiency in RPA tools such as UiPath (preferred), Automation Anywhere, or Blue Prism. Strong understanding of process analysis, solution design, and RPA architecture. Familiarity with Microsoft Power Automate, Python, SQL, or API integrations is a plus. Experience with agile project management and automation deployment methodologies. Soft Skills: Excellent communication and interpersonal skills with the ability to manage client relationships. Strong analytical thinking, problem-solving, and organizational abilities. Ability to manage competing priorities in a fast-paced, deadline-driven environment. Leadership Skills: Strong team leadership and people management skills with a proven ability to inspire and develop high-performing teams. Capability to drive team engagement, monitor performance KPIs, and foster a culture of continuous improvement. Strategic mindset with operational focus to align automation goals with business objectives. Good-to-Have Experience: Experience in implementing intelligent automation solutions using OCR, NLP, AI/ML technologies. Exposure to ITSM tools, enterprise security, or governance frameworks. Certifications in RPA tools (e.g., UiPath Advanced Developer, Automation Anywhere Certified Master) or PMP/Agile methodologies.

Business Analyst

Hebbal, Bengaluru, Karnataka

0 - 2 years

INR Not disclosed

On-site

Full Time

Job Information Industry IT Services Current Openings 1 Job Type Full time Date Opened 05/05/2025 Work Experience 3-4 years Salary 12 LPA City 44/2A, Vasants Business Park Bellary Road, New Airport Road, Hebbal, Bengaluru, Karnataka State/Province Bengaluru Country India Zip/Postal Code 560092 Job Description Job Title: RPA Business Analyst Experience: 1–4 Years (1–2 Years in RPA Preferred) Location: Bangalore, Mohali, Vizag, Mumbai, Nashik Employment Type: Full-Time Job Summary: We are seeking a motivated and detail-oriented RPA Business Analyst with 1–4 years of total experience, including 1–2 years in Robotic Process Automation (RPA). The ideal candidate will work closely with clients and technical teams to identify automation opportunities, map existing business processes, and define efficient to-be solutions that align with business goals. Key Responsibilities: Participate in process walkthroughs and document high-level As-Is process flows with detailed keystroke mapping. Analyze and validate existing business process documentation for compliance and improvement opportunities. Conduct interviews, meetings, and workshops with stakeholders to define, design, and configure automation solutions. Document test procedures and UAT scenarios ; support business teams during integration, end-to-end, and user acceptance testing. Troubleshoot and resolve issues during daily RPA operations with prompt and practical solutions. Manage the end-to-end project lifecycle , from requirements gathering to post-deployment support. Act as a Single Point of Contact (SPOC) between customers, project teams, leadership, and administrative stakeholders. Conduct workshops with client SMEs to understand complete process workflows. Identify automation blockers, assess process feasibility for automation, and determine FTE benefits and effort estimates. Present findings and to-be process designs to clients with clarity and precision. Collaborate with the development team to ensure accurate and complete requirement handoff . Continuously suggest improvements in existing processes and contribute to designing optimized automation solutions. Required Skills: 1–2 years of hands-on experience in RPA (UiPath, Automation Anywhere, or similar tools) . Strong knowledge of business process mapping , gap analysis, and documentation. Experience working in Agile/Scrum environments . Excellent problem-solving skills and attention to detail. Ability to manage multiple stakeholders and balance priorities effectively. Strong communication and presentation skills. Proficiency in tools such as MS Visio, Excel, Word , and RPA-specific documentation standards . Preferred Qualifications: RPA certification (e.g., UiPath BA Foundation, Automation Anywhere Analyst). Experience in creating effort estimates and ROI calculations. Exposure to tools like JIRA, Confluence, or similar project management platforms.

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