Karnataka Financial planner Jobs – 118 Open Jobs Today

Business Analyst
PeakAlpha Investment Services Pvt. Ltd. —Bengaluru, Karnataka
- Email
- Research
- Analysis skills
- Bachelor's degree
9d
Associate Planner PIM-2
Target —Bengaluru, Karnataka
- Full-time
- Microsoft Excel
- Microsoft Office
- SQL
1d
Senior Certinia PSA Cloud Administrator
Five9 —Bengaluru, Karnataka
- Computer Science
- Salesforce
- Master's degree
Team Leader - Architect
WSP —Bengaluru, Karnataka
- Hybrid work
- AutoCAD
- Management
- English
Inventory Intelligence & Planning Platform Leader
Lenskart —Bengaluru, Karnataka
- Full-time
- Master's degree
- Bachelor's degree
- Machine learning
Quick apply
Market Expert(Urban Planning and Infrastructure)
Two95 International Inc. —Bengaluru, Karnataka
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Finance
Quick apply
Planner Advisory
Dilzer Consultants —Bengaluru, Karnataka
- Email
- Remote
- Microsoft Powerpoint
- Microsoft Excel
- Master's degree
- Work from home
IN_MIVIN_Manager - Purchasing Template _IN
Rexroth —Bengaluru, Karnataka
- Full-time
- Management
- English
- Master's degree
Quick apply
IN-Senior Associate_O9_ Supply Chain _Advisory_Bangalore
PwC —Bengaluru, Karnataka
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Master's degree
12d
MS Sharepoint
Virtusa —Bengaluru, Karnataka
- Computer Science
- Analysis skills
- Bachelor's degree
1d
Planner Head
Dilzer Consultants —Bengaluru, Karnataka
- Email
- Remote
- Microsoft Excel
- Finance
- Bachelor's degree
- Work from home
Senior Portfolio Analyst
PeakAlpha Investment Services Pvt. Ltd. —Bengaluru, Karnataka
- Email
- Research
- Analysis skills
- Bachelor's degree
- Flexible schedule
Engineer- Fire and Life Safety
WSP —Bengaluru, Karnataka
- Hybrid work
- B.Sc
- Project management
- Bachelor's degree
13d
Global IT Infrastructure Workplace Technical Service Manager
Avolta —Bengaluru, Karnataka
- Azure
- Analysis skills
- SharePoint
Senior IT Analyst Applications (ERP LN Consultant)
Caterpillar —Bengaluru, Karnataka
- Full-time
- ERP systems
- Databases
- Analysis skills
Global Front End Specialist-VOIS
Vodafone —Bengaluru, Karnataka
- Full-time
- Bachelor's degree
Team Leader- Lighting & Energy
WSP —Bengaluru, Karnataka
- Hybrid work
- AutoCAD
- Microsoft Excel
- Computer literacy
Specialist - Workforce Strategy
LSEG (London Stock Exchange Group) —Bengaluru, Karnataka
- Full-time
- Finance
- SQL
- Leadership
- Health insurance
Senior Retail Store Planner
Tesco India —Bengaluru, Karnataka
- Full-time
- AutoCAD
- Engineering
- English
- Health insurance
- Paid sick time
Environmental Consultant
WSP —Bengaluru, Karnataka
- Hybrid work
- English
- Master's degree
- Analysis skills
9d

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Business Analyst

PeakAlpha Investment Services Pvt. Ltd.
Bengaluru, Karnataka

Apply Now

Job details

9 days ago

Qualifications

Business analysis
Research
Analysis skills
Bachelor's degree
AI
Communication skills
Negotiation

Full job description

Business Analyst

About Us – PeakAlpha is an award winning, SEBI-registered, Mutual Fund Distributor and wealth management company, driven by one credo: to respect and manage others’ money as we would our own. Twenty 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 – Vice President

Key Responsibilities:

Gather, analyse, and document business requirements from stakeholders.
Prepare Business Requirement Documents (BRD), Functional Requirement Documents (FRD), user stories, and process flows.
Coordinate with development teams and stakeholders to ensure successful project delivery.
Conduct UAT (User Acceptance Testing) and validate business requirements.
Analyse data to identify trends, opportunities, and areas for improvement.
Monitor external technology partners and report project progress, ensuring alignment with business goals.
Familiarity with business process analysis and documentation of current processes.
Familiarity with data analysis and business analysis tools.
Hands-on experience with AI tools such as ChatGPT, Claude, Gemini, Microsoft Copilot, and Perplexity.
Ability to leverage AI tools for requirement gathering, documentation, research, and productivity enhancement.
Experience using AI-powered tools for creating interactive UI prototypes, wireframes, and user journeys.
Understanding of prompt engineering and AI-assisted application design.
Ability to identify opportunities for AI adoption, automation, and process optimization.

Qualifications –

Minimum 2 years of relevant experience
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

Required Skills-

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

**Please send your resumes to [email protected] and be part of an organization that is on a high growth trajectory! **

***We are an Equal opportunity employer***

Apply Now

Refine Your Search

financial planner jobs in karnataka

Business Analyst

Associate Planner PIM-2

Senior Certinia PSA Cloud Administrator

Team Leader - Architect

Inventory Intelligence & Planning Platform Leader

Market Expert(Urban Planning and Infrastructure)

Planner Advisory

IN_MIVIN_Manager - Purchasing Template _IN

IN-Senior Associate_O9_ Supply Chain _Advisory_Bangalore

MS Sharepoint

Planner Head

Senior Portfolio Analyst

Engineer- Fire and Life Safety

Global IT Infrastructure Workplace Technical Service Manager

Senior IT Analyst Applications (ERP LN Consultant)

Global Front End Specialist-VOIS

Team Leader- Lighting & Energy

Specialist - Workforce Strategy

Senior Retail Store Planner

Environmental Consultant

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