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ortfolio Manager A

bout Us –

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eakAlpha is an award winning, SEBI-registered, Mutual Fund Distributor and wealth management company, driven by one credo: to respect and manage others’ money as we would our own. Nineteen years in business and a host of awards later, PeakAlpha continues to be committed to building long-term relationships with customers, employees and associates.

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eople are at the center of what we do because money ultimately must work for people and help them realize their goals.

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ith 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.

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eakAlpha 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.

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ob Location – Bangalore (Hybrid)

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eporting to – Senior Manager and above

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ey Responsibilities –

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- reating and managing tailor-made portfolios for clients that meet their financial needs and requirements
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- roviding timely and sound financial advice to maximize client benefits
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- nsuring active client engagement and participation in financial planning through after-sales service and client outreach
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- enerating revenues by aligning appropriate financial instruments to meet client’s financial goals. Job involves working with reasonable targets
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- cquiring current clients through referrals and innovative marketing initiatives
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- epresenting the organization in public and corporate-sponsored events
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- onducting workshops in organizations as part of go-to market strategy
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- ill be required to eventually build and manage a team
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ualifications –

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- ostgraduate in any discipline
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- ertified Financial Planner (CFPCM) I Certifications in NISM X-A and X-B
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- inimum 3 years of industry experience
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- andidates with experience in financial services industry is mandatory
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equired Skills-

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- xcellent communication, interpersonal and listening skills
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- apability to explain complex information in a simple manner
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- bility to network and establish relationships with clients
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- esearch and analytical skills
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- egotiation and influencing skills as well as determination and tenacity
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- trong entrepreneurial drive
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- illingness to try new ideas and take calculated risks
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- bility to engage with people and build deep and high-quality relationships
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enefits –

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- rowth and learning opportunities, working with the best financial advisors in the industry
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- lexible work hours & Hybrid model
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- culture high on ethics and people focus, with opportunities for advancement and development
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- n opportunity to work in a high impact role
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- ompetitive remuneration and incentive structure
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*Please send your resumes to [email protected] and be part of an organization that is on a
high growth trajectory! **

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📌 Portfolio Manager (Bengaluru)
🏢 peakalpha investment services
📍 Bengaluru