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enior Executive - Customer Advocacy A

bout 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. 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 skilled 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 – Customer Advocacy

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ey Responsibilities – R

- esponsible for customer satisfaction and ensuring their experience with the organization is delightful
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- chedule client reviews and follow up for closure
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- ork with Wealth Advisors for client engagement and report closures
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- onnecting regularly with new & existing clients (as per the data/lead provided)
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- nderstanding the company’s products & services and able to effectively communicate the same to the customers
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- mproving customer service experience, create engaged customers and facilitate organic growth
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- atabase management
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- bility to develop/maintain positive working relationship with client and colleagues
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- aintain an orderly workflow according to priorities
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ualifications – G

- raduate any discipline
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- inimum 1 year of relevant experience
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equired Skills-

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- xcellent communication, interpersonal and listening skills
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- roficient in MS Excel
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- igh attention to detail and proven ability to manage multiple, competing priorities simultaneously
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- roven customer service experience
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- xhibit a deep sense of responsibility and ownership and operate independently, flexibly and proactively
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- bility to engage with people and build deep and high-quality relationships
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enefits – G

- rowth and learning opportunities, working with the best financial advisors in the industry
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- culture high on ethics and people focus, with opportunities for growth and development
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- ompetitive remuneration
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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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📌 Senior Executive - Customer Advocacy (Bengaluru)
🏢 peakalpha investment services
📍 Bengaluru