Karnataka Financial planner Jobs – 117 Open Jobs Today

Senior Portfolio Analyst
PeakAlpha Investment Services Pvt. Ltd. —Bengaluru, Karnataka
- Email
- Research
- Analysis skills
- Bachelor's degree
- Flexible schedule
Principal Engineer - Roads
WSP —Bengaluru, Karnataka
- Hybrid work
- Microsoft Word
- AutoCAD
- Civil engineering
12d
Engineer – Inventory Management
Baker Hughes —Bengaluru, Karnataka
- Full-time
- Remote
- Microsoft Excel
- Oracle
- Inventory management
- Flexible schedule
1d
Associate- Design Management
WSP —Bengaluru, Karnataka
- Hybrid work
- Microsoft Powerpoint
- AutoCAD
- Microsoft Outlook
Environmental Consultant
WSP —Bengaluru, Karnataka
- Hybrid work
- English
- Master's degree
- Analysis skills
9d
Global Front End Specialist-VOIS
Vodafone —Bengaluru, Karnataka
- Full-time
- Bachelor's degree
Senior Retail Store Planner
Tesco India —Bengaluru, Karnataka
- Full-time
- AutoCAD
- Engineering
- English
- Health insurance
- Paid sick time
Senior Associate - Buying Assistant
Tesco India —Bengaluru, Karnataka
- Full-time
- Microsoft Excel
- Merchandising
- Bachelor's degree
- Health insurance
- Paid sick time
10h
SAP IBP + OBP Architect
Cognizant —Bengaluru, Karnataka
- Full-time
- Hybrid work
- Machine learning
- Manufacturing
- AI
12d
Engineer - Mechanical Engineering
WSP —Bengaluru, Karnataka
- Hybrid work
- Microsoft Word
- AutoCAD
- Microsoft Excel
Lead Verification Methodologist
Synopsys —Bengaluru, Karnataka
- Bachelor's degree
- Scripting
- Python
- Health insurance
Sr. Solution Architect, D&T, SAP PM
West Pharmaceutical Services —Bengaluru, Karnataka
- DevOps
- Presentation skills
- Travel
Custom Software Engineer
Accenture —Bengaluru, Karnataka
- Full-time
- APIs
- Agile
- AI
Portfolio Analyst
PeakAlpha Investment Services Pvt. Ltd. —Bengaluru, Karnataka
- Email
- Research
- Analysis skills
- Financial services
- Flexible schedule
Senior Engineer, Mechanical
WSP —Bengaluru, Karnataka
- Hybrid work
- Administrative experience
- Bachelor's degree
- Agile
Senior Engineer - Utilities
WSP —Bengaluru, Karnataka
- Hybrid work
- Project management
- Mentoring
- Agile
Billing - Team Lead
AECOM —Bengaluru, Karnataka
- Full-time
- Oracle
- ERP systems
- Finance
- Health insurance
- Paid time off
Engineering Services Specialist
Accenture —Bengaluru, Karnataka
- Full-time
- Microsoft Excel
- Engineering
- Analysis skills
Material planner
ABB India Limited —Bengaluru, Karnataka
- Online application
- Electrical experience
- In-person
- Communication skills
Quick apply
2d
Principal Engineer - Electrical (Healthcare Specialist)
WSP —Bengaluru, Karnataka
- Hybrid work
- Management
- Electrical experience
- Bachelor's degree

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Senior Portfolio Analyst

PeakAlpha Investment Services Pvt. Ltd.
Bengaluru, Karnataka

Apply Now

Job details

Benefits

Flexible schedule

Qualifications

Research
Analysis skills
Bachelor's degree
Financial services
Communication skills
Negotiation

Full job description

Senior Portfolio 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. Nineteen 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 and above

Key Responsibilities –

Create and manage 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 after-sales service and client outreach
Work with the Wealth Advisors on fulfilling the service and redemption requests
Assist in writing and sending customer reports
Generate revenue by aligning appropriate financial instruments to meet client’s financial goals. Job involves working with reasonable targets
Acquiring new clients through referrals and innovative marketing initiatives
Representing the organization in public and corporate-sponsored events

Qualifications –

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 2 years of experience in financial services industry

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

Benefits –

An opportunity to receive formal training from the best financial advisors in the industry
Growth opportunity within the company
Flexible work hours & Hybrid model
A culture high on ethics and people focus, with opportunities for advancement and development
An opportunity to work in a high impact role
Competitive remuneration and incentive structure

**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

Senior Portfolio Analyst

Principal Engineer - Roads

Engineer – Inventory Management

Associate- Design Management

Environmental Consultant

Global Front End Specialist-VOIS

Senior Retail Store Planner

Senior Associate - Buying Assistant

SAP IBP + OBP Architect

Engineer - Mechanical Engineering

Lead Verification Methodologist

Sr. Solution Architect, D&T, SAP PM

Custom Software Engineer

Portfolio Analyst

Senior Engineer, Mechanical

Senior Engineer - Utilities

Billing - Team Lead

Engineering Services Specialist

Material planner

Principal Engineer - Electrical (Healthcare Specialist)

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