Valuation Specialist

3 days ago


Gurgaon, Haryana, India GSPANN Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Role: Valuation Specialist

Exp 5+ years

Responsibilities:

  • Review and update high volumes of investment valuation data

    • Identify and assess the client's submissions to achieve compliant results

    • Must process with efficiency and accuracy by using the proper methods/tools in accordance with company procedures

    • Maintain records of client submissions, process client requests, and file documents

    • Follow communication procedures, guidelines, and departmental policies and procedures

Qualifications:

  • Strong written and verbal communication skills

    • Proficiency with Microsoft Office

    • Strong organization, ability to multitask, prioritize, and manage time effectively

    • Ability to identify process improvements and efficiencies, strong problem-solving skills

    • Ability to work under pressure, self-motivated, and resourceful

    • Knowledge of Individual Retirement Accounts (IRA) and other investment accounts is a plus


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