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enior Portfolio Analyst 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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- reate and manage 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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- ork with the Wealth Advisors on fulfilling the service and redemption requests
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- ssist in writing and sending customer reports
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- enerate revenue by aligning appropriate financial instruments to meet client’s financial goals. Job involves working with reasonable targets
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- cquiring new clients through referrals and innovative marketing initiatives
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- epresenting the organization in public and corporate-sponsored events
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ualifications –

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- raduate in any discipline, post-graduation will be an added advantage
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- ertified Financial Planner (CFPCM) I Certifications in NISM X-A and X-B will be an added advantage
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- inimum 2 years of experience in financial services industry
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equired Skills-

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- een interest to learn and grow as a financial advisor
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- xcellent communication, interpersonal and listening skills
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- egotiation and influencing skills as well as determination and tenacity
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- ttention to detail
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- esearch and analytical skills
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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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- n prospect to receive formal training from the best financial advisors in the industry
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- rowth opportunity within the company
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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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📌 Senior Portfolio Analyst (Bengaluru)
🏢 peakalpha investment services
📍 Bengaluru