Financial Services Professional

About UsWe're a dedicated group of professionals driven by a passion for making financial services accessible to all. Our platform is designed to empower millions of customers to take control of their financial journeys.

About UsPeakAlpha 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 PeakAlpha continues to be committed to building long-term relationships with customers employees and associates.With...

Investment Advisor CareerWe are seeking a skilled professional to join our team and embark on a journey of providing exceptional client services and investment advice.The ideal candidate will have excellent communication skills, strong market knowledge, and the ability to analyze complex financial data.Key Responsibilities:Provide personalized investment...

Investment Banking CareerWe are looking for a highly motivated and talented professional to join our team as an Investment Banking Analyst.About the Role:Conduct thorough research, analyze complex financial data, and prepare comprehensive reports.Develop investment pro-formas and financial models to support business development activities.Support the...

Job DescriptionWe are seeking a skilled and experienced professional to join our team as a Universal Banker. As a Universal Banker, you will be responsible for delivering exceptional customer service, managing financial transactions, and providing expert advice on various banking products.Our ideal candidate is a motivated and detail-oriented individual with...

About the Role:We're a financial services platform leveraging technology to offer customers seamless banking, loan, and investment products. Our mission is to empower people to manage their finances effectively.Key Responsibilities:Analyzing customer needs and developing suitable solutions.Collaborating with cross-functional teams to drive product...

Key Role in Financial ServicesAbout the JobThis position plays a vital part in our financial services team. The successful candidate will be responsible for conducting thorough audits, preparing tax returns, analyzing financial data, and offering expert advice to clients.ResponsibilitiesConducting comprehensive financial auditsPreparing accurate tax returns...

Key Roles for a Personal BankerWe seek an experienced professional to manage banking strategies, build client relationships and deliver expert advice on financial products.Responsibilities:Implement effective banking solutions to achieve business objectives.Develop strong ties with clients to understand their financial needs.Provide expert guidance on...

Client Service Associate Job DescriptionWe are seeking a motivated and detail-oriented Client Service Associate to join our team in Chennai. This is a paid internship opportunity that provides hands-on experience in client servicing and wealth management, with a strong possibility of a full-time role based on performance.You will support various client...

Job Summary:The Service Delivery Manager will lead, provide direction for End User Services team, coordinate with counterparts and stakeholders, and strategically align with End User Services leaders.This role will demonstrate superior professionalism, calm demeanor, and strong people management skills.Essential Job Functions:- Oversee governance by tracking...