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Bpo Trainee

Vasanth Nagar, Karnataka, India
December 04, 2021

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J.P. Nagar *th Phase, Bengaluru - 560078 P +91-998*******

Career Objective:

To begin career in the field of Finance with the organization that offers challenging roles and learning opportunities for becoming a dynamic and competent management professional and grow in career.


Valenta BPO Solutions - Banglore, India January 2020 - April 2021

Junior Paraplanner UK

Worked as a Paraplanner for the UK Paraplanning team at Valenta BPO Solutions.

Experience in financial instruments like - FE Analytics, Addidi, Fastrack, Nucleus, Dynamic Planner, 7IM and FTSE 100.

Expertise in various platforms like - X-Plan, Fin Plan, Old Mutual Wealth, Aviva, Transact, Aegon, Fidelity Funds Network and Citrix workspace.

Previous clients worked with are - Addidi Wealth Limited, Tingley & Cooper, CPN Investment Management, and Just Us Financial Solutions.

Generating the financial valuation reports for clients from platforms.

Preparation of letter of Authority and sending it to out the respective providers for the clients.

Preparation of financial Annual Review for the clients.

Preparation of Annual advice letter for the clients as per their current investments, protection, plans, and mortgages along with recommendations and choices.

Preparation of Suitability reports for the clients as per their investments and recommendations.

Calling and chasing the providers for information.

Updating the client’s details at the platforms X-Plan, Dynamic Planner.

Uploading the client’s documents to the platform such as One Drive and X-plan, Fin Plan.

Knowledge about UK Taxation, Personal Pension, Money Purchase Pension, Paid up final salary pension, Current final salary pension, FSAVC / AVC / PPP, Defined-contribution (DC), Defined benefit (DB), Protection / Life Cover, ISA & UT, Bonds, Mortgage.

Internship Program:

Karvy Stock Broking Ltd., Bangalore From July 2018 - August 2018

Management Trainee

Key Results Area

Studying the various concepts of mutual funds

Analyzing and collection of different financial data towards the mutual funds by the observation and survey methods for the company.

Getting the investors for investment towards mutual funds for the company.

Studying the Large-Cap Mutual Funds and Mid-Cap Mutual Funds Vis-à-vis NIFTY at Karvy Stock Broking Ltd.

Maruti Suzuki Pvt. Ltd., Bangalore From June 2016 – July 2016

Management Trainee

Key Results Areas

A study on the customer satisfaction towards Maruti Suzuki Products.

Identifying and analyzing the customer’s choices, preferences and interests towards Maruti Suzuki Products through survey methods.


Jain University - Bangalore, India August 2017 - June 2019

PGDM + M.B.A., Finance, Cumulative CGPA: 6.5/10

Acharya Bangalore B-School - Bangalore, India June 2013 - May 2016

BBM, Marketing, Percentage - 43.68/100

Certificate Programs:

Diploma in Financial Management in 2014.

Certificate of Excellence for Augmentation Program in Indian Accounting Standards in 2013.

Certification in Science Olympiad “Go Green” in 2012.

Diploma in Hardware and Software Computer Education in 2010.

Projects & Activities:

Industrial visit in “ Coca - Cola”

Industrial visit in “Karnataka Soaps and Detergents Pvt. Ltd.”

Industrial visit in “Bamul”.

Attended seminar towards SEBI.

Attended intercollegiate seminar of Red Cross Linkaging Blood Donation.


Won 2rd Prize in Table Tennis at Bangalore University.

Runner-Up in intercollegiate Entrepreneurship Quiz.

Extra and Co-Curricular Activities:

Was a member of Red Ribbon club.

Participated in Tree Plantation Program

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