Portfolio Manager

1 week ago


Bengaluru, India PeakAlpha Full time
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 - 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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