We’re hiring Junior/Senior- Wealth Advisors.

Here’s your chance to work with India’s # 1 Financial Advisor.

About Us

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. Seventeen
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 center 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.

Job Location – Bangalore (Hybrid)

Reporting to – Director

Key Responsibilities 
• Creating and managing tailor-made portfolios for clients that meet their financial needs
and requirements
• Providing timely and sound financial advice to maximize client benefits
• Ensuring active client engagement and participation in financial planning through aftersales service and client outreach
• Generating revenues by aligning appropriate financial instruments to meet client’s
financial goals
• Acquiring new clients through referrals and innovative marketing initiatives
• Representing the organization in public and corporate-sponsored events

Qualifications –
• Postgraduate in any discipline
• Minimum 3 years of industry experience
• Certified Financial Planner (CFPCM) I Certifications in NISM X-A and X-B

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 as well as determination and tenacity
• Strong entrepreneurial drive
• Willingness to try new ideas and take calculated risks
• Ability to engage with people and build deep and high-quality relationships

Benefits 
• Growth and learning opportunities, working with the best financial advisors in the
industry
• Flexible work hours & Hybrid model
• A culture high on ethics and people focus, with opportunities for growth and
development
• An opportunity to work in a high impact role
• Competitive remuneration and incentive structure

**Please send your resumes to careers@peakalpha.com and be part of an organization that is on
a high growth trajectory! **
***We are an Equal opportunity employer***

We’re hiring  Senior Executive/ Assistant Manager – Operations

About Us

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. Seventeen
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 center 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.

Job Location – Bangalore (Hybrid)

Reporting to – Head of Operations

Key Responsibilities 
• Handling customer/internal queries (transaction status, account statements etc)
• Handling execution of investments and related transactions for clients
• Taking ownership of customer’s issues and following problems through to resolution
• Vendor management
• Processing of application forms for mutual funds, insurance, and other transactions
(scrutinizing, scanning, data entry, dispatching for processing) everyday within deadlines
• Maintain 100% system adherence by monitoring and tracking various TAT’s and SLAs
defined at each customer interaction point
• Reconciling all transactions daily
• MIS Management

Qualifications
• Graduate/ Postgraduate in any discipline
• Minimum 3-4 years of industry relevant experience

Required Skills
• Excellent communication, interpersonal and listening skills
• Good analytical skills
• Proficient in MS Excel is a must
• Exposure to dashboard management is a plus
• High attention to detail and proven ability to manage multiple, competing priorities
simultaneously
• Proven customer service experience
• Strong entrepreneurial drive
• 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
• Experience of managing a team is an added advantage

Benefits
• Growth and learning opportunities, working with the best financial advisors in the
industry
• Flexible work hours & Hybrid model
• A culture high on ethics and people focus, with opportunities for growth and
development
• An opportunity to work in a high impact role
• Competitive remuneration and incentive structure
**Please send your resumes to careers@peakalpha.com and be part of an organization that is on a high growth trajectory! **
***We are an Equal opportunity employer**

We’re hiring Operations Executive

About Us

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. Seventeen
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 center 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.

Job Location – Bangalore (Hybrid)

Reporting to – Senior Manager Operation

Key Responsibilities
• Handling customer/internal queries (transaction status, account statements etc)
• Handling execution of investments and related transactions for clients
• Taking ownership of customer’s issues and following problems through to resolution
• Vendor management
• Processing of application forms for mutual funds, insurance, and other transactions
(scrutinizing, scanning, data entry, dispatching for processing) everyday within deadlines
• Maintain 100% system adherence by monitoring and tracking various TAT’s and SLAs
defined at each customer interaction point
• Reconciling all transactions daily
• MIS Management
Qualifications –
• Graduate/ Postgraduate in any discipline
• Minimum 1-2 years of industry relevant experience

Required Skills
• Excellent communication, interpersonal and listening skills
• Good analytical skills
• Proficient in MS Excel
• Exposure to dashboard management is a plus
• High attention to detail and proven ability to manage multiple, competing priorities
simultaneously
• Proven customer service experience
• Strong entrepreneurial drive
• 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
Benefits –
• Growth and learning opportunities, working with the best financial advisors in the
industry
• Flexible work hours & Hybrid model
• A culture high on ethics and people focus, with opportunities for growth and
development
• An opportunity to work in a high impact role
• Competitive remuneration and incentive structure
—-Please send your resumes to careers@peakalpha.com and be part of an organization that is on a high growth trajectory—-
——We are an Equal opportunity employer——

About Us

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.
Seventeen 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 center 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 highnet-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.

Job Location – Bangalore (Hybrid)

Reporting to – Senior Vice President – Strategy

Key Responsibilities 
Research and Analysis
• Define the technology roadmap for the organization, understanding the key business
processes and working closely with the management, technology partners and end
users
• Research the market and the competition to keep abreast of what is the latest
technology being implemented in the financial industry
• Determine shortfalls in internal processes and build solutions to improve throughput,
reduce operational expense and automating processes that help increase efficiency and
productivity
• Create, analyse, and present reports that assist in key decision making
Requirement Gathering & Testing
• Interview potential end users to understand and gather detailed requirements
• Document requirements, including FRS and wireframes
• Determine suitable vendors and allocate resources based on projects
• Test all delivered solution to ensure that there are no bugs, and the feature/module
performs as expected
Vendor management
• Liaise with multiple tech partners on cutting-edge technology initiatives, translating
business requirements to technical requirements
• Ensure delivery of projects within expected timelines and budget
• Ensure projects are delivered to scope
• Conduct regular meetings and check points with vendors and senior management to
ensure smooth progress of various projects
Additional responsibilities
• Manage physical hardware like laptops, routers, etc
• Manage hosting services, cloud, procurement, software, Anti-virus, patch updates,
backups, and Disaster Recovery
• Investigate and resolve issues and bugs at application level.

Qualifications 
• Graduate or Post graduate (CS background is a plus)
• Minimum 3 years of experience in a similar role
• Preferred experience working in the financial services industry
• Database and SQL skills
• Experience working with Java and NodeJS is a plus
• Experience with PowerBi is a plus
• Certifications in Business Analysis, Agile Scrum Master, SQL, Tableau is an added
advantage

Required Skills
• Excellent communication, interpersonal and listening skills
• Ability to see the bigger picture and break down tasks and complex information in a
simple manner
• Ability to network and establish relationships with clients
• Strong Analytical, Critical thinking and Data Visualization are a must for this role
• Negotiation and influencing skills as well as determination and tenacity
• Strong entrepreneurial drive
• Cost-Benefit analysis
• Ability to engage with people and build deep and high-quality relationships

Benefits 
• Growth and learning opportunities, working with the best financial advisors in the
industry
• Flexible work hours & Hybrid model
• A culture high on ethics and people focus, with opportunities for growth and
development
• An opportunity to work in a high impact role
• Competitive remuneration and incentive structure
——Please send your resumes to careers@peakalpha.com and be part of an organization that is on a high growth trajectory——
———We are an Equal opportunity employer—–