About Us - PeakAlpha is an award winning, SEBI-registered, wealth management company, driven by one credo: to respect and manage others’ money as we would our own. Twenty years in business and a host of awards later, PeakAlpha continues to be committed to building long-term relationships with customers, employees, and associates.
People are at the center of what we do because money ultimately must work for people and help them realize their goals. With state-of-the-art proprietary models and a team of qualified professionals, PeakAlpha crafts financial plans for all categories of customers – from high-net-worth individuals to those starting on their professional journeys, families, and individuals.
PeakAlpha has always been guided by adherence to ethical business practices, managed and motivated our team to be customer-oriented team players and employ best possible financial planning processes and tools to transform lives.
Job Location – Bangalore (Hybrid)
Reporting to – Senior Manager - Operations
Key Responsibilities –
Handling customer/internal queries (transaction status, account statements etc)
Handling execution of investments and related transactions for clients
Taking ownership of customer’s issues and following problems through to resolution
Vendor management
Processing of application forms for mutual funds, insurance and other transactions (scrutinizing, scanning, data entry, dispatching for processing) everyday within deadlines
Maintain 100% system adherence by monitoring and tracking various TAT’s and SLAs defined at each customer interaction point
Reconciling all transactions daily
MIS Management
Qualifications -
Graduate/ Postgraduate in any discipline
Minimum 3 - 5 years of industry experience
Required Skills-
Excellent communication, interpersonal and listening skills
Good analytical skills
Proficient in MS Excel
Exposure to dashboard management is a plus
High attention to detail and proven ability to manage multiple, competing priorities simultaneously
Proven customer service experience
Strong entrepreneurial drive
Exhibit a deep sense of responsibility and ownership and operate independently, flexibly and proactively
Ability to engage with people and build deep and high-quality relationships
Perks -
Growth and learning opportunities, working with the best subject matter experts in the industry
Flexible work hours & Hybrid model
**Please send your resumes to
[email protected] and be part of an organization that is on a high growth trajectory! **
📌 Senior Executive- Operations (Vasanth Nagar)
🏢 PeakAlpha
📍 Vasanth Nagar