Job highlights

- 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. People are at the centre of what we do because money ultimately must work for people and help them realize their goals
- Manage the front desk as required
- Required Skills-
- Experience in handling MIS

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. People are at the centre 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.

Senior Manager Customer Advocacy

Key Responsibilities

Ensure customer satisfaction and provide a delightful experience with the organization.

- Manage advisors calendars and assist them in achieving their monthly review targets by scheduling review sessions. Handle new leads and maintain records in HubSpot.



Manage online and physical KYC registration for RI and NRI customers. Onboard clients on the NSE portal.
- Ensure due processes are followed and accurately capture data in the database. Manage the front desk as required. Schedule client reviews and follow up for closure. Collaborate with Relationship Managers for client engagement and report closures. Call new and existing clients (as per the data/leads provided). Explain company products to customers via phone or in person. Maintain and update the customer database.
- Improve the customer service experience, create engaged customers, and facilitate organic growth. Develop and maintain positive working relationships with clients and colleagues. Maintain an orderly workflow according to priorities.

Required Skills-

Excellent written and oral communication skills. Presentable and professional demeanor. Experience in handling MIS. Proficiency in MS Word, Excel, and PowerPoint. Strong customer service orientation. Dynamic and self-motivated. - High attention to detail and proven ability to manage multiple, competing priorities simultaneously

- 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
- Growth and learning opportunities, working with the best subject matter experts in the industry
- A culture high on ethics and people focus, with opportunities for growth and development [email protected] and be part of an organization that is on a high growth trajectory! **

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