About the role
JD – Portfolio Manager
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 -
• 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
• Work with the Wealth Advisors on fulfilling the service and redemption requests
• Assist in writing and sending customer reports
• 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 3 year of experience in financial services industry
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