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 skilled 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 6 months of experience in Front Desk/ Customer Service

Required Skills-
- Excellent communication, interpersonal and listening skills
- Proficient in MS Excel
- High attention to detail and proven ability to manage

📌 Senior Executive- Customer Advocacy (Bengaluru)
🏢 PeakAlpha
📍 Bengaluru