Front Office Executive

5 days ago

Bengaluru, Karnataka, India PeakAlpha Full time

JD Front Office Executive

About Us -   PeakAlpha is an award winning, SEBI-registered, 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.

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 (5-days Work from office)

Key Responsibilities –

  • Be the first point of contact for all guests coming to the office
  • Handle customer queries on the phone and in-person, appropriately redirecting them where necessary
  • Take ownership of customer's issues and follow issues through to resolution
  • Support HR in all coordination activities for employees, including administrative support, company celebrations, staff anniversary milestones and Birthdays
  • Vendor management

Qualifications -

  • Graduates from any discipline
  • Freshers are welcome to apply, relevant experience will be an added advantage

Required Skills-

  • Excellent communication, interpersonal and listening skills
  • Proficient in MS Excel
  • High attention to detail and proven ability to manage multiple, competing priorities simultaneously
  • 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
  • Competitive remuneration

**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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