Peak Alpha

Bangalore – – 13/12/2022

Salary – 4.5 Lpa + Variables

Job Title

Para Planner

Company Profile

  • Peak Alpha aims to fill a void in the financial markets for unbiased financial advice. In a marketplace where unethical and short-term behavior is rampant, we felt a dire need for a financial company with integrity and professionalism. Peak Alpha aims to be nothing less than the most trusted name in financial services. We are a different company, driven by our principles and excited about our future.

Job Profile & Responsibilities

  • New client acquisition and existing client engagement.

  • Creating and executing sound financial plans for clients.

  • Generating revenues through aligning appropriate financial instruments to meet clients’ financial goals.
  • 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.
  • Representing the organization in public and corporate sponsored events.

Preferred Qualifications

  • Graduate/Post Graduate.
  • Freshers Required.
  • Certified Financial Planner (CFPCM) / Certifications in NISM X-A and X-B, a plus.

  • CWM certification would be an added advantage.

Desired Candidate Profile

  • Should have knowledge of all types of products – Equity, MF, Insurance, Debt, etc.

  • Good analytical skills.

  • Excellent communication skills Characteristics for success at Peak Alpha.
  • Strong entrepreneurial drive.
  • Willingness to try new ideas and take calculated risks.
  • Ability to be a guide and advise clients and help them understand the need for and the way to plan their finances.
  • Excellent communication skills Reporting to Director, Sales Location Bangalore Travel Minimal within the city.
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