Senior Executive – Customer Advocacy

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. Seventeen 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 qualified 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 – Customer Advocacy

Key Responsibilities –

- Responsible for customer satisfaction and ensuring their experience with the organization is delightful
- Schedule client reviews and follow up for closure
- Work with Wealth Advisors for client engagement and report closures




- Connecting regularly with new & existing clients (as per the data/lead provided)
- Understanding the company’s products & services and able to effectively communicate the same to the customers
- Improving customer service experience, create engaged customers and facilitate organic growth
- Database management
- Ability to develop/maintain positive working relationship with client and colleagues
- Maintain an orderly workflow according to priorities

Qualifications –

- Graduate any discipline
- Minimum 1 year of relevant experience

Required Skills–

- Excellent communication, interpersonal and listening skills
- Proficient in MS Excel
- High attention to detail and proven ability to manage multiple, competing priorities simultaneously
- Proven customer service experience
- 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

Benefits –

- Growth and learning opportunities, working with the best financial advisors in the industry
- A culture high on ethics and people focus, with opportunities for growth and development
- Competitive remuneration

**Please send your resumes to [email protected] and be part of an organization that is on
a high growth trajectory! **

***We are an Equal opportunity employer***

📌 Senior Executive – Customer Advocacy (India)
🏢 peakalpha investment services
📍 India