Portfolio Assistant Job in Bangalore at Peak Alpha Investment Service Private Limited

Peak Alpha is hiring for the role of Portfolio Assistant!

Responsibilities:

• Collaborate with Wealth Advisors to fulfill service and redemption requests.
• Assist in writing and sending customer reports to keep clients informed.
• Create and manage tailor-made portfolios for clients based on their financial needs.
• Provide timely and sound financial advice to maximize client benefits.
• Ensure active client engagement in financial planning through after-sales service and outreach.
• Generate revenues by aligning financial instruments with client goals, working with reasonable targets.
• Acquire new clients through referrals and innovative marketing initiatives.
• Represent the organization at public and corporate-sponsored events.

Requirements:

• Graduate in any discipline, post-graduation will be an added advantage.
• Certified Financial Planner (CFPCM) I Certifications in NISM X-A and X-B will be an added advantage.
• Minimum 6 months of industry experience.
• Candidates with experience in financial services industry is mandatory.
• Keen interest to learn and grow as a financial advisor.
• Excellent communication, interpersonal and listening skills.
• Negotiation and influencing skills as well as determination and tenacity.
• Attention to detail.
• Research and analytical skills.
• Ability to engage with people and build deep and high-quality relationships.