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PeakAlpha Investment Services Pvt. Ltd
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Reporting To Senior Manager

Reporting To Senior Manager

PeakAlpha Investment Services Pvt. Ltd

1 - 6 years

9 - 13 Lacs

Bengaluru

Posted:1 hour ago| Platform:

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Skills Required

Excel Wealth management Database management Customer satisfaction Senior Executive Finance Financial planning Client engagement Workflow Customer service

Work Mode

Work from Office

Job Type

Full Time

Job Description

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

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PeakAlpha Investment Services Pvt. Ltd

Financial Services

Mumbai

50-100 Employees

2 Jobs

Key People

Rohit Verma

CEO
Sonia Gupta

CFO
Arjun Singh

Head of Asset Management

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Reporting To Senior Manager