Financial Planner

4 days ago


Bengaluru Karnataka, India Valenta Full time

**Job description**

**AU Paraplanner**

Shift timing - 7:30 am to 4:30 pm

Location - Bangalore, Mohali, Nashik, and Vizag

**Role dimensions**
- Understanding the product. Preparation and checking of customized financial plans, monitoring, and updating the plans.
- Coordinating with Paraplanners on scenario analysis and case studies specific to client needs.
- Coordinating with all providers of financial products for availability of product, then compare, analyze and finalizing products.
- Accompanying advisory team for meetings and review.

**Knowledge & Skills**
- In-depth knowledge of all products (Insurance, health, life, mutual funds, bonds, PPF, etc.)
- Excellent communication skills
- Good working knowledge of Microsoft office - Excel, word and PowerPoint.
- Ability to foster and cultivate relationships with existing and prospective customers.
- Ability to work with a team.

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
- Managing team
- Review of report for Quality check
- Team Management
- Management reporting
- Maintain client communication
- Get client feedback
- Finalization of Financial reports for End users
- Schedule training programs
- Conduct interviews
- Management report generation
- Access and utilize client reports
- Conduct exit interview
- Team approvals - attendance, asset take home, travel allowance.
- Authorize to conduct appraisal report.
- Access to copy of client agreement.

**Job Types**: Full-time, Fresher

Pay: ₹300,000.00 - ₹350,000.00 per year

**Benefits**:

- Health insurance
- Paid sick time
- Paid time off
- Provident Fund

Schedule:

- Day shift

Supplemental Pay:

- Performance bonus

Application Question(s):

- Have you done any Certification in Finance domain?

**Experience**:

- Finance: 1 year (preferred)

**Location**:

- Bangalore, Karnataka (preferred)

Work Location: In person

**Speak with the employer**
+91 7719579383


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