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. Key Responsibilities Handling customer/internal queries (transaction status, account statements etc) Handling execution of investments and related transactions for clients Taking ownership of customer s issues and following problems through to resolution Vendor management Processing of application forms for mutual funds, insurance and other transactions (scrutinizing, scanning, data entry, dispatching for processing) everyday within deadlines Maintain 100% system adherence by monitoring and tracking various TAT s and SLAs defined at each customer interaction point Reconciling all transactions daily MIS Management Qualifications Graduate/ Postgraduate in any discipline Minimum 3 5 years of industry experience Required Skills- Excellent communication, interpersonal and listening skills Good analytical skills Proficient in MS Excel Exposure to dashboard management is a plus High attention to detail and proven ability to manage multiple, competing priorities simultaneously Proven customer service experience Exhibit a deep sense of responsibility and ownership and operate independently, flexibly and proactively Ability to engage with people and build deep and high-quality relationships Growth and learning opportunities, working with the best subject matter experts in the industry Flexible work hours & Hybrid model A culture high on ethics and people focus, with opportunities for growth and development
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. Eighteen 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 centre 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. Key Responsibilities Responsible for customer satisfaction and ensuring their experience with the organization is delightful Schedule client reviews and follow up for closure Work with Wealth Advisors for client engagement and report closures Connecting regularly with new & existing clients (as per the data/lead provided) Understanding the company s products & services and able to effectively communicate the same to the customers Improving customer service experience, create engaged customers and facilitate organic growth Database management Ability to develop/maintain positive working relationship with client and colleagues Maintain an orderly workflow according to priorities Qualifications Minimum 1 year of relevant experience 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 Proven customer service experience Exhibit a deep sense of responsibility and ownership and operate independently, flexibly and proactively Ability to engage with people and build deep and high-quality relationships Growth and learning opportunities, working with the best financial advisors in the industry A culture high on ethics and people focus, with opportunities for growth and development
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. 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 Qualifications Certified Financial Planner (CFPCM) I Certifications in NISM X-A and X-B Minimum 1 year 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 Willingness to try new ideas and take calculated risks Ability to engage with people and build deep and high-quality relationships Growth and learning opportunities, working with the best financial advisors in the industry Flexible work hours & Hybrid model A culture high on ethics and people focus, with opportunities for advancement and development An opportunity to work in a high impact role Competitive remuneration and incentive structure
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. Key Responsibilities Source, screen and acquire talent appropriate for open positions Maintain a candidate pipeline and an active database of candidates to meet the hiring targets of the organization Develop new recruitment partners and maintain regular interaction with the current partners, utilizing social media and other networks to identify and source industry relevant partners. Responsible to maintain candidate database, ensure all information relevant to the candidate is up to date (resume, skills, assessment scores etc) and is documented and available for all stages of recruitment Share weekly and monthly Biometric Attendance, ensuring data is maintained correctly and up to date Responsible for all internal and external coordination activities Qualifications Graduate/ Postgraduate in any discipline Minimum 2 4 years of relevant experience, with a minimum of 1 year in Talent Acquisition. Industry specific experience will be an added advantage Required Skills- Excellent communication and listening skills A strong desire to get the right people in the right role Ability to maintain discretion and confidentiality in all internal and external interactions Strong interpersonal skills with an ability to engage with people and build deep and high-quality relationships Proficient in MS Excel High attention to detail and proven ability to manage multiple, competing priorities simultaneously Exhibit a deep sense of responsibility and ownership and operate independently, flexibly and proactively Growth and learning opportunities, working with the best in class in the industry Flexible work hours & Hybrid model A culture high on ethics and people focus, with opportunities for growth and development
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