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Job Information Industry Financial Services Current Openings 1 Job Type Full time Work Experience 0-1 years Date Opened 09 15 2025 Salary INR 3 00 000 p a onwards City NA State Province Punjab Country India Zip Postal Code 160103 Technical Competency - Solid understanding of Financial Markets Research and Analyze Investment strategies Review client portfolios Excellent in reporting and MIS Develop Financial Planning Strategies Conduct Risk Analysis and Insurance Planning Create Retirement Planning Strategies Investment Planning Tax Planning Estate Planning Employee Benefits Professional Competency - Be Passionate about Financial Planning and Wealth Management Have a strong Analytical background Ability to work directly with Client Ability to work with International Teams in a fast-paced environment Track individual progress and provide support to new resources Be a Solid Team Player and a Global Player Must have excellent communication skills Written Verbal Adapt to change with ease Treat colleagues and clients with utmost respect Be able to provide value add by going the extra mile Have a never say never attitude Have a Technology first approach Requirements Qualifications and Experience Preferred Qualifications - bachelor s degree in commerce B Com Master of Business Administration with Specialization in Finance would be an added advantage Professional Certifications - CFP Certified Financial Planner CFA Certified Financial Analyst ChFC Chartered Financial Consultant Experience in Financial Markets would be an added advantage Experience working on Fund Provider Portals Insurance Carrier Portals Research Tools such as Morningstar Risk Profiling Tools such as Finametrica Cashflow Modelling applications Financial Planning Software s CRM systems etc would be an added advantage Benefits Work directly with global clients and gain valuable international exposure Flexible working arrangements to support work-life balance Opportunities for international travel and relocation Continuous professional development and clear career progression paths Thriving workplace culture with a strong sense of purpose 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 Please send in your CV to caeers valenta io