Senior Portfolio Analyst

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.Twentyyears in business and a host of awards later, PeakAlpha continues to be committed to building long-term relationships with customers,employeesand associates.

People are at the center of what we do because moneyultimately mustwork for people and help them realize their goals.Withstate-of-the-artproprietary 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,familiesand 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 LocationBangalore(Hybrid)

Reporting toSeniorManagerand above

Key Responsibilities -

• Create and manage tailor-made portfolios for clients that meet their financial needs and requirements
• Providetimelyand sound financial recommendations to maximize client benefits
• Generaterevenue by aligningappropriate financialinstruments to meet client's financial goals. Job involves working with reasonable targets
• Acquirenew clients through referrals and innovative marketing initiatives
• Representthe organization in public and corporate-sponsored events

Qualifications -

• Graduatein any discipline, post-graduation will be an added advantage
• Certified Financial Planner (CFP)ICertifications in NISM X-A and X-B is a strong added advantage
• Minimum2yearsof experiencein financial services industry

Required Skills-

• Deep interest to contribute and grow in the role
• Excellent communication and interpersonal skills
• Negotiation and influencing skills as well as determination and tenacity
• Ability to work with numbers comfortably
• Research and analytical skills
• Ability to engage with people and build deep and high-quality relationships

Benefits -

• An opportunity to receive formal training fromthe best financial professionals in the industry
• Growth opportunity within the company
• Flexible work hours & hybrid model
• A culture high on ethics and people focus, with opportunities foradvancementand development
• An opportunity to work in a high impact role
• Competitiveremunerationand incentive structure

Please send your resumes to[Confidential Information]and be part of an organization that is on a high growthtrajectory!

PeakAlpha is an equalopportunity employer