Peak Alpha

Bangalore – – 13/12/2022

Salary – Based on current CTC

Job Title

 Sr. Vice President

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

  • Post graduate in any discipline/Graduate with min 5 years’ relevant experience.
  • Certified Financial Planner (CFPCM) / Certifications in NISM X-A and X-B, a plus.
  • CWM certification would be an added advantage.

Desired Candidate Profile

  • 8 to 10 years’ experience in a sales-oriented role in the financial service industry.
  • Should have handled all types of products – Equity, MF, Insurance, Debt, etc.
  • Should have relevant experience in Team Handling.
  • 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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