Portfolio Manager
3 weeks ago
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 - post probation
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 and be part of an organization that is on a high growth trajectory **
***We are an Equal opportunity employer***
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