Join us
Get a head start to a rewarding career
WORK WITH INDIA’S BEST FINANCIAL ADVISORS
and learn what it takes to be the best in the business
MAKE A REAL DIFFERENCE
in transforming people’s lives, because their financial health brings real happiness
SLEEP IN PEACE EVERY NIGHT
knowing you have worked productively and ethically, safeguarding your clients’ money as your own
WORK FLEXIBLE HOURS
and still achieve all your goals
NEVER STOP LEARNING AND HAVING FUN
with our regular team offsites
WORK IN THE HEART OF BANGALORE
and stay current with its buzz!
COUNT ON 5000 CLIENTS
who bless us each day and whose back we have
Current Openings
We are a company that is always on the look out for exceptional people to join our team. If you think you fit any of the profiles below, we’ll be delighted to hear from you.
About Us –
PeakAlpha 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.
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 professional 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 and above
Key Responsibilities –
- Creating and managing tailor-made portfolios for clients that meet their financial needs and requirements
- Providing timely and sound financial advice to maximize client benefits
- Ensuring active client engagement and participation in financial planning through after-sales service and client outreach
- Generating revenues by aligning appropriate financial instruments to meet client’s financial goals. Job involves working with reasonable targets
- Acquiring new clients through referrals and innovative marketing initiatives
- Representing the organization in public and corporate-sponsored events
- Conducting workshops in organizations as part of go-to market strategy
- Will be required to eventually build and manage a team
Qualifications –
- Postgraduate in any discipline
- Certified Financial Planner (CFPCM) I Certifications in NISM X-A and X-B
- Minimum 3 years of industry experience
- Candidates with experience in financial services industry is mandatory
Required Skills-
- Excellent communication, interpersonal and listening skills
- Capability to explain complex information in a simple manner
- Ability to network and establish relationships with clients
- Research and analytical skills
- Negotiation and influencing skills as well as determination and tenacity
- Strong entrepreneurial drive
- Willingness to try new ideas and take calculated risks
- Ability to engage with people and build deep and high-quality relationships
Benefits –
- Growth and learning opportunities, working with the best financial advisors in the industry
- Flexible work hours & Hybrid model
- A culture high on ethics and people focus, with opportunities for advancement and development
- An opportunity to work in a high impact role
- Competitive remuneration and incentive structure
**Please send your resumes to careers@peakalpha.com and be part of an organization that is on
a high growth trajectory! **
***We are an Equal opportunity employer***
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. Seventeen 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 professional 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 – VP/ Senior VP/ Director
Key Responsibilities –
-
Team Management
- Manage a team of senior and junior team members ensuring smooth day-to-day operations including claims, within the allocated TAT
- Monitor team’s performance metrics ensuring weekly/monthly/quarterly targets are met
- Leverage domain experience and knowledge to improve team’s performance and process enhancement
Business Development
- Collaborate with internal and external stakeholders to develop and execute growth strategies to achieve business objectives
- Identify sales opportunities and develop and execute strategies accordingly
Customer Relationship Management
- Responsible for handling customer escalations related to documentation, policy renewal etc. and support in enhancing customer experience
Qualifications –
- Post-graduate in any discipline
- 10-15 yrs of experience specifically in the insurance domain (Life, Health & General insurance)
Required Skills-
- Excellent communication and interpersonal skills
- Proven track record of driving business growth
- Strong presentation skills and stakeholder management
- High attention to detail and proven ability to manage multiple, competing priorities simultaneously
- Exhibit a deep sense of responsibility and ownership
- Ability to engage with people and build deep and high-quality relationships
- Team handling experience is mandatory
Benefits –
- Growth and learning opportunities, working with the best subject matter experts in the industry
- Work with a people centric organization
- Competitive remuneration
**Please send your resumes to careers@peakalpha.com and be part of an organization that is on
a high growth trajectory! **
***We are an Equal opportunity employer***
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. 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 professional 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 –
- 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
Benefits –
- 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
- Competitive remuneration
**Please send your resumes to careers@peakalpha.com and be part of an organization that is on a high growth trajectory! **
***We are an Equal opportunity employer***
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. 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 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 professional 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 – Operations
Key Responsibilities –
· Handling customer/internal queries (transaction status, account statements etc)
· Handling execution of investments and related transactions for clients
· Taking ownership of customer’s issues and following problems through to resolution
· Vendor management
· Processing of application forms for mutual funds, insurance and other transactions (scrutinizing, scanning, data entry, dispatching for processing) everyday within deadlines
· Maintain 100% system adherence by monitoring and tracking various TAT’s and SLAs defined at each customer interaction point
· Reconciling all transactions daily
· MIS Management
Qualifications –
· Graduate/ Postgraduate in any discipline
· Minimum 3 – 5 years of industry experience
Required Skills–
· Excellent communication, interpersonal and listening skills
· Good analytical skills
· Proficient in MS Excel
· Exposure to dashboard management is a plus
· High attention to detail and proven ability to manage multiple, competing priorities simultaneously
· Proven customer service experience
· Strong entrepreneurial drive
· 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
Benefits –
· Growth and learning opportunities, working with the best subject matter experts in the industry
· Flexible work hours & Hybrid model
· A culture high on ethics and people focus, with opportunities for growth and development
**Please send your resumes to careers@peakalpha.com and be part of an organization that is on a high growth trajectory! **
***We are an Equal opportunity employer***
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. 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 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 professional 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 – Human Resources
Key Responsibilities –
Talent Acquisition & Onboarding
• Source, screen and acquire talent appropriate for open positions
• Maintain a candidate pipeline and an active database of candidates to meet the hiring targets of the organization within TAT
• Develop new recruitment partners and maintain regular interaction with the current partners, utilizing social media and other networks to identify and source industry relevant partners.
• Responsible to maintain candidate database, ensure all information relevant to the candidate is up to date (resume, skills, assessment scores etc) and is documented and available for all stages of recruitment
• Support the onboarding process ensuing all candidate documents are in place as part of the onboarding checklist
• As the first point of contact in the recruitment process, be a strong representative of the organization’s culture and ethics
HR Operations
• Provide day-to-day HR support to employees w.r.t organizational policies & compliance
• Share daily and weekly Biometric Attendance, ensuring data is maintained correctly and up to date
• Support the Admin team in office maintenance, staff requests, vendor management for housekeeping and other services
Employee engagement
• Engage actively with employees across all functions, supporting the organization in strengthening its people agenda
• Support the Senior HR manager in developing and publishing staff engagement calendars monthly
• Organize group activities weekly/ monthly/ quarterly
Qualifications –
• Graduate/ Postgraduate in any discipline
• Minimum 2 – 5 years of relevant experience, with a minimum of 1year in Talent Acquisition. Industry specific experience will be an added advantage
Required Skills–
• Excellent communication and listening skills
• A strong desire to get the right people in the right role
• Ability to maintain discretion and confidentiality in all internal and external interactions
• Strong interpersonal skills with an ability to engage with people and build deep and high- quality relationships
• Proficient in MS Excel
• 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
Benefits –
• Growth and learning opportunities, working with the best in class in the industry
• Flexible work hours & Hybrid model
• A culture high on ethics and people focus, with opportunities for growth and development
**Please send your resumes to careers@peakalpha.com and be part of an organization that is on a high growth trajectory! **
***We are an Equal opportunity employer***
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. Seventeen 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 professional 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 Description – Executive – Front Office
|
Designation |
Executive – Front Office |
|
Roles and Responsibilities |
Front Office
|
|
Qualification |
|
|
Characteristics for success at PeakAlpha |
|
|
Location |
Bangalore – 5 days work from office. 2nd and 4th Saturday work from home |
Current Openings
We are a company that is always on the look out for exceptional people to join our team. If you think you fit any of the profiles below, we’ll be delighted to hear from you.
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. Eighteen 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 professional 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 – Human Resources
Key Responsibilities –
Talent Acquisition & Onboarding –
- Source, screen and acquire talent appropriate for open positions
- Maintain a candidate pipeline and an active database of candidates to meet the hiring targets of the organization within TAT
- Develop new recruitment partners and maintain regular interaction with the current partners, utilizing social media and other networks to identify and source industry relevant partners.
- Responsible to maintain candidate database, ensure all information relevant to the candidate is up to date (resume, skills, assessment scores etc) and is documented and available for all stages of recruitment
- Support the onboarding process ensuing all candidate documents are in place as part of the onboarding checklist
- As the first point of contact in the recruitment process, be a strong representative of the organization’s culture and ethics
HR Operations
- Provide day-to-day HR support to employees w.r.t organizational policies & compliance
- Share daily and weekly Biometric Attendance, ensuring data is maintained correctly and up to date
- Maintain employee database and relevant documentation from Onboarding to Exit, supporting the Employee Verification Process
- Support the Admin team in office maintenance, staff requests, vendor management for housekeeping and other services
Employee engagement
- Engage actively with employees across all functions, supporting the organization in strengthening its people agenda
- Support the Senior HR manager in developing and publishing staff engagement calendars monthly
- Organize group activities weekly/ monthly/ quarterly
Qualifications:
- Graduate/ Postgraduate in any discipline
- Minimum 4 – 8 years of relevant experience, with a minimum of 3yrs in Talent Acquisition. Industry specific experience will be an added advantage
Required Skills:
- Excellent communication and listening skills
- A strong desire to get the right people in the right role
- Ability to maintain discretion and confidentiality in all internal and external interactions
- Strong interpersonal skills with an ability to engage with people and build deep and high-quality relationships
- Proficient in MS Excel
- 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
Benefits:
- Growth and learning opportunities, working with the best in class in the industry
- Flexible work hours & Hybrid model
- A culture high on ethics and people focus, with opportunities for growth and development
**Please send your resumes to careers@peakalpha.com and be part of an organization that is on a high growth trajectory! **
***We are an Equal opportunity employer***
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. Seventeen
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 professional 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: Associate Director – Operations
Key Responsibilities:
- Handling customer/internal queries (transaction status, account statements etc).
- Handling execution of investments and related transactions for clients.
- Taking ownership of customer’s issues and following problems through to resolution.
- Vendor management.
- Processing of application forms for mutual funds, insurance and other transactions
(scrutinizing, scanning, data entry, dispatching for processing) everyday within deadlines. - Maintain 100% system adherence by monitoring and tracking various TAT’s and SLAs
defined at each customer interaction point. - Reconciling all transactions daily.
- MIS Management.
Qualifications:
- Graduate/ Postgraduate in any discipline.
- Minimum 3 – 7 years of industry experience.
Required Skills:
- Excellent communication, interpersonal and listening skills.
- Good analytical skills.
- Proficient in MS Excel.
- Exposure to dashboard management is a plus.
- High attention to detail and proven ability to manage multiple, competing priorities
simultaneously. - Proven customer service experience.
- Strong entrepreneurial drive.
- 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.
Benefits:
- Growth and learning opportunities, working with the best financial advisors in the
industry. - Flexible work hours & Hybrid model.
- A culture high on ethics and people focus, with opportunities for growth and
development.
**Please send your resumes to careers@peakalpha.com and be part of an organization that is on
a high growth trajectory! **
***We are an Equal opportunity employer***
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. Eighteen years in business and a host of awards later, PeakAlpha continues to be committed to building longterm 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 professional 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: VP – Marketing
Key Responsibilities:
- Support the organization’s outreach and marketing strategy by planning and
implementing digital marketing campaigns. - Plan and monitor PeakAlpha’s ongoing presence on all our social media handles.
- Work with VP Marketing to launch and optimize online and offline activities to increase.
company brand and awareness - Reach out to corporates to pitch PeakAlpha’s webinars on financial literacy.
- Liaise with cross functional teams and heads of verticals across Peakalpha to develop marketing collaterals.
- Create and execute a monthly and quarterly event calendar.
- Own and drive internal events at PeakAlpha.
- Track, analyze and measure performance of marketing campaigns on an ongoing basis
Qualifications:
- Graduate/ Postgraduate in any discipline
- Minimum experience – 3 to 5 years’ experience. (Industry relevant experience is an added advantage)
- Proven work experience in Digital Marketing (experience in a start-up/service-based organization will be an added advantage)
- Experience in using design tools & video content creation
Required Skills:
- Excellent communication (verbal and written) and interpersonal skills
- Strong storytelling and creativity while making sales pitches
- High attention to detail and proven ability to manage multiple, competing priorities simultaneously
- Strong entrepreneurial drive
- 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
Benefits:
- Growth and learning opportunities, working with the best subject matter experts in the industry
- Flexible work hours & Hybrid model
- A culture high on ethics and people focus, with opportunities for growth and
development
**Please send your resumes to careers@peakalpha.com and be part of an organization that is on
a high growth trajectory! **
***We are an Equal opportunity employer***
We’re hiring Junior/Senior- Wealth Advisors.
Here’s your chance to work with India’s # 1 Financial Advisor.
Job Location – Bangalore (Hybrid)
Reporting to – Director
Key Responsibilities
- Creating and managing tailor-made portfolios for clients that meet their financial needs and requirements
- Providing timely and sound financial advice to maximize client benefits
- Ensuring active client engagement and participation in financial planning through aftersales service and client outreach
- Generating revenues by aligning appropriate financial instruments to meet client’s financial goals
- Acquiring new clients through referrals and innovative marketing initiatives
- Representing the organization in public and corporate-sponsored events
Qualifications –
- Postgraduate in any discipline
- Minimum 3 years of industry experience
- Certified Financial Planner (CFPCM) I Certifications in NISM X-A and X-B
Required Skills
- Excellent communication, interpersonal and listening skills
- Capability to explain complex information in a simple manner
- Ability to network and establish relationships with clients
- Research and analytical skills
- Negotiation and influencing skills as well as determination and tenacity
- Strong entrepreneurial drive
- Willingness to try new ideas and take calculated risks
- Ability to engage with people and build deep and high-quality relationships
Benefits
- Growth and learning opportunities, working with the best financial advisors in the industry
- Flexible work hours & Hybrid model
- A culture high on ethics and people focus, with opportunities for growth and development
- An opportunity to work in a high impact role
- Competitive remuneration and incentive structure
Please send your resumes to careers@peakalpha.com and be part of an organization that is on
a high growth trajectory!
We are an Equal opportunity employer
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. Seventeen 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 professional 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 – Wealth Advisor
Key Responsibilities –
- Work with the Wealth Advisors on fulfilling the service and redemption requests
- Assist in writing and sending customer reports
- Support the organization expansion by working on procuring workshops, arranging and organizing the same.
- Support the Wealth Advisor set up initial discussion for potential leads
- Shadow the Wealth Advisor in his/her day-to-day activities, customer reviews and meetings to understand in depth, Peak Alpha’s process and Customer Relationship Management
Qualifications –
- MBA (preferably in Finance)
Required Skills-
- Keen interest to learn and grow as a financial advisor
- Excellent communication, interpersonal and listening skills
- Attention to detail
- Research and analytical skills
- Ability to engage with people and build deep and high-quality relationships
Benefits –
- An opportunity to receive formal training from the best financial advisors in the industry
- Growth opportunity within the company
- Flexible work hours & Hybrid model
- A culture high on ethics and people focus, with opportunities for advancement and development
- An opportunity to work in a high impact role
- Competitive remuneration and incentive structure
**Please send your resumes to careers@peakalpha.com and be part of an organization that is on
a high growth trajectory! **
***We are an Equal opportunity employer***
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. Seventeen 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 professional 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 1 year of relevant experience
Required Skills–
- Excellent communication, interpersonal and listening skills
- Proficient in MS Excel
- High attention to detail and proven ability to manage multiple, competing priorities simultaneously
- Proven customer service experience
- 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
Benefits –
- Growth and learning opportunities, working with the best financial advisors in the industry
- A culture high on ethics and people focus, with opportunities for growth and development
- Competitive remuneration
**Please send your resumes to careers@peakalpha.com and be part of an organization that is on
a high growth trajectory! **
***We are an Equal opportunity employer***