Portfolio Assistant

As a Portfolio Assistant 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 making a real difference in transforming people's lives by ensuring their financial health brings them real happiness. You will have the satisfaction of working productively and ethically, safeguarding your clients" money as if it were your own, allowing you to sleep in peace every night. Additionally, you will enjoy the flexibility of working hours while still achieving all your goals. At PeakAlpha, you will never stop learning and having fun, with regular team offsites to keep you engaged. Located in the heart of Bangalore, you will stay current with the city's buzz and have the opportunity to work with 5000 clients who bless the organization each day. Key Responsibilities: - Work with the Wealth Advisors on fulfilling service and redemption requests - Assist in writing and sending customer reports - Support the organization's expansion by procuring workshops and arranging them - Support the Wealth Advisor in setting up initial discussions for potential leads - Shadow the Wealth Advisor in day-to-day activities, customer reviews, and meetings to understand PeakAlpha's process and Customer Relationship Management in depth Qualifications: - MBA (preferably in Finance) Required Skills: - Keen interest to learn and grow as a financial advisor - Excellent communication, interpersonal, and listening skills - Attention to detail - Research and analytical skills - Ability to engage with people and build deep, high-quality relationships About PeakAlpha: PeakAlpha is an award-winning, SEBI-registered wealth management company with a commitment to respecting and managing others" money as if it were our own. The company values long-term relationships with customers, employees, and associates, guided by ethical business practices and a customer-oriented approach. With state-of-the-art models and a team of qualified professionals, PeakAlpha crafts financial plans for customers across various categories. Benefits: - Formal training from industry-leading financial advisors - Growth opportunities within the company - Flexible work hours and a hybrid model - A culture focused on ethics and people, with opportunities for advancement and development - High impact role - Competitive remuneration and incentive structure If you are interested in being a part of PeakAlpha's high-growth journey, please send your resumes to careers@peakalpha.com and join an organization that values equal opportunities.,