About Us - Peak Alpha 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. Twenty years in business and a host of awards later, Peak Alpha 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, Peak Alpha crafts financial plans for all categories of customers – from high-net-worth individuals to those starting on their professional journeys, families and individuals.
Peak Alpha 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 -
Create and manage tailor-made portfolios for clients that meet their financial needs and requirements
Provide timely and sound financial recommendations to maximize client benefits
Generate revenue by aligning appropriate financial instruments to meet client’s financial goals. Job involves working with reasonable targets
Acquire new clients through referrals and innovative marketing initiatives
Represent the organization in public and corporate-sponsored events
Qualifications -
Graduate in any discipline, post-graduation will be an added advantage
Certified Financial Planner (CFP) I Certifications in NISM X-A and X-B is a strong added advantage Minimum 2 years of experience in financial services industry
Required Skills-
Deep interest to contribute and grow in the role
Excellent communication and interpersonal skills
Negotiation and influencing skills as well as determination and tenacity
Ability to work with numbers comfortably
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 professionals 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!
Peak Alpha is an equal opportunity employer
