Portfolio Analyst

1 week ago


bangalore, India PeakAlpha Investment Services Pvt. Ltd. Full time

WORK WITH INDIA'S BEST FINANCIAL ADVISORSand learn what it takes to be the best in the businessMAKE A REAL DIFFERENCEin transforming people's lives, because their financial health brings real happinessSLEEP IN PEACE EVERY NIGHTknowing you have worked productively and ethically, safeguarding your clients' money as your ownWORK FLEXIBLE HOURSand still achieve all your goalsNEVER STOP LEARNING AND HAVING FUNwith our regular team offsitesWORK IN THE HEART OF BANGALOREand stay current with its buzzCOUNT ON 5000 CLIENTSwho bless us each day and whose back we havePortfolio AnalystAbout 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 aboveKey Responsibilities –Creating and managing tailor-made portfolios for clients that meet their financial needs and requirementsProviding timely and sound financial advice to maximize client benefitsEnsuring active client engagement and participation in financial planning through after-sales service and client outreachGenerating revenues by aligning appropriate financial instruments to meet client's financial goals. Job involves working with reasonable targetsAcquiring new clients through referrals and innovative marketing initiativesRepresenting the organization in public and corporate-sponsored eventsConducting workshops in organizations as part of go-to market strategyQualifications –Postgraduate in any disciplineCertified Financial Planner (CFPCM) I Certifications in NISM X-A and X-BMinimum 1 year of industry experienceCandidates with experience in financial services industry is mandatoryRequired Skills-Excellent communication, interpersonal and listening skillsCapability to explain complex information in a simple mannerAbility to network and establish relationships with clientsResearch and analytical skillsNegotiation and influencing skills as well as determination and tenacityStrong entrepreneurial driveWillingness to try new ideas and take calculated risksAbility to engage with people and build deep and high-quality relationshipsBenefits –Growth and learning opportunities, working with the best financial advisors in the industryFlexible work hours & Hybrid modelA culture high on ethics and people focus, with opportunities for advancement and developmentAn opportunity to work in a high impact roleCompetitive remuneration and incentive structure**Please send your resumes to and be part of an organization that is ona high growth trajectory *****We are an Equal opportunity employer***


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