Portfolio Analyst

As a Portfolio Analyst at PeakAlpha, you will have the opportunity to work with India's best financial advisors and learn what it takes to excel in the industry. Your role will involve creating and managing tailor-made portfolios for clients, providing timely financial advice, and ensuring active client engagement. Additionally, you will be responsible for generating revenues, acquiring new clients, and representing the organization in various events. Key Responsibilities: - Creating and managing tailor-made portfolios for clients to meet their financial needs - Providing timely and sound financial advice to maximize client benefits - Ensuring active client engagement and participation in financial planning - Generating revenues by aligning appropriate financial instruments to meet clients" goals - 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 the go-to-market strategy Qualifications: - Postgraduate in any discipline - Certified Financial Planner (CFPCM) or Certifications in NISM X-A and X-B - Minimum 1 year of industry experience - Experience in the 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, determination, and tenacity - Strong entrepreneurial drive - Willingness to try new ideas and take calculated risks - Ability to engage with people and build deep, high-quality relationships Join PeakAlpha to work in the heart of Bangalore, with a culture high on ethics and people focus. Benefit from growth and learning opportunities, flexible work hours, and a competitive remuneration and incentive structure. Don't miss the chance to be part of an organization on a high growth trajectory. Send your resumes to careers@peakalpha.com and embark on a fulfilling career journey with us. *We are an Equal opportunity employer*,