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:
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Gather, analyse, and document business requirements from stakeholders.
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Prepare Business Requirement Documents (BRD), Functional Requirement Documents (FRD), user stories, and process flows.
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Coordinate with development teams and stakeholders to ensure successful project delivery.
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Conduct UAT (User Acceptance Testing) and validate business requirements.
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Analyse data to identify trends, opportunities, and areas for improvement.
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Monitor external technology partners and report project progress, ensuring alignment with business goals.
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Familiarity with business process analysis and documentation of current processes.
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Familiarity with data analysis and business analysis tools.
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Hands-on experience with AI tools such as ChatGPT, Claude, Gemini, Microsoft Copilot, and Perplexity.
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Ability to leverage AI tools for requirement gathering, documentation, research, and productivity enhancement.
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Experience using AI-powered tools for creating interactive UI prototypes, wireframes, and user journeys.
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Understanding of prompt engineering and AI-assisted application design.
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Ability to identify opportunities for AI adoption, automation, and process optimization.
Qualifications –
- Minimum 2 years of relevant experience
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Graduate in any discipline, post-graduation will be an added advantage
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Certified Financial Planner (CFPCM) I Certifications in NISM X-A and X-B will be an added advantage
Required Skills-
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Keen interest to learn and grow as a financial advisor
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Excellent communication, interpersonal and listening skills
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Negotiation and influencing skills as well as determination and tenacity
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Attention to detail
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Research and analytical skills
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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***
