Trainee Paraplanner

Trainee Paraplanner - US

FULL TIME | VALENTA AI | INDIA

**Job Information**:
Industry

Financial Services

Current Openings

1

Salary

325000 to 450000

City

Anywhere in India

State/Province

Karnataka

Zip/Postal Code

560097
- Title - Trainee Paraplnner - US- Shift - 1:00 Pm to 10:00 Pm- Training Duration - 3 months- Overview of the Role- This role deals with financial planning and analysis. You will be required to manage all incoming workflow from your assigned client and work with him/her to build financial plans and suitable strategies to meet investment objectives and mitigate risk.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), NISM 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**:
**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.
- Maternity and paternity leaves.
- 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.