Join us

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 – Portfolio Manager and above

Key Responsibilities –

• Work with the Wealth Advisors on fulfilling the service and redemption requests
• Assist in writing and sending customer reports
• Create and manage 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
• Generate 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

Qualifications –

• Graduate in any discipline, post-graduation will be an added advantage
• Certified Financial Planner (CFPCM) I Certifications in NISM X-A and X-B will be an added advantage
• Minimum 6 months of industry experience
• Candidates with experience in financial services industry is mandatory

Required Skills-

• Keen interest to learn and grow as a financial advisor
• Excellent communication, interpersonal and listening skills
• Negotiation and influencing skills as well as determination and tenacity
• 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. 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