Bengaluru Karnataka Financial planner Jobs – 110 Open Jobs Today

Senior Portfolio Analyst
PeakAlpha Investment Services Pvt. Ltd. —Bengaluru, Karnataka
- Email
- Research
- Analysis skills
- Bachelor's degree
- Flexible schedule
Team Lead - Environment
WSP —Bengaluru, Karnataka
- Hybrid work
- English
- Master's degree
- Project management
Team Leader - Architect
WSP —Bengaluru, Karnataka
- Hybrid work
- AutoCAD
- Management
- English
Associate BIM MEP
WSP —Bengaluru, Karnataka
- Hybrid work
- AutoCAD
- Master's degree
- Project management
Technical Lead, Lease Accounting
AECOM —Bengaluru, Karnataka
- Full-time
- Hybrid work
- Oracle
- Customer service
- English
- Health insurance
- Paid time off
Principal Consultant -Quantity Surveying
WSP —Bengaluru, Karnataka
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Master's degree
1d
Associate - Lighting & Energy
WSP —Bengaluru, Karnataka
- Hybrid work
- AutoCAD
- Microsoft Excel
- Computer literacy
Senior Consultant - Project Management
WSP —Bengaluru, Karnataka
- Hybrid work
- Microsoft Excel
- Azure
- PMP
1d
Environmental Specialist
WSP —Bengaluru, Karnataka
- Hybrid work
- English
- Microsoft Office
- Analysis skills
Lead M365 Engineer
Merative —Bengaluru, Karnataka
- Full-time
- Computer Science
- Bachelor's degree
- Mentoring
- Health insurance
- Paid time off
2d
Clarity PPM Expert, Business Applications Analyst
Sandisk —Bengaluru, Karnataka
- Full-time
- Hybrid work
- Oracle
- Computer Science
- PMP
Quick apply
Billing - Team Lead
AECOM —Bengaluru, Karnataka
- Full-time
- Oracle
- ERP systems
- Finance
- Health insurance
- Paid time off
Portfolio Manager
PeakAlpha Investment Services Pvt. Ltd. —Bengaluru, Karnataka
- Email
- Research
- Analysis skills
- Financial services
- Flexible schedule
Inventory Intelligence & Planning Platform Leader
Lenskart —Bengaluru, Karnataka
- Full-time
- Master's degree
- Bachelor's degree
- Machine learning
Quick apply
Principal Engineer - Electrical (Healthcare Specialist)
WSP —Bengaluru, Karnataka
- Hybrid work
- Management
- Electrical experience
- Bachelor's degree
Senior Engineer - Mechanical
WSP —Bengaluru, Karnataka
- Hybrid work
- Administrative experience
- Bachelor's degree
- Agile
14d
Manager Customer Enablement Programs
Vectra —Bengaluru, Karnataka
- Project management
- AI
- Leadership
- Health insurance
Quick apply
20h
Manager, Enterprise Metadata
Standard Chartered —Bengaluru, Karnataka
- Microsoft Powerpoint
- Microsoft Word
- Finance
- Health insurance
- Paid sick time
BIM Designer - Bridges
AtkinsRéalis —Bengaluru, Karnataka
- Full-time
- Microsoft Word
- AutoCAD
- Civil engineering
- Health insurance
Senior Manager - TM
Genpact India Pvt. Ltd. —Bengaluru, Karnataka
- Full-time
- PMP
- English
- Finance
Quick apply

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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 bengaluru karnataka

Senior Portfolio Analyst

Team Lead - Environment

Team Leader - Architect

Associate BIM MEP

Technical Lead, Lease Accounting

Principal Consultant -Quantity Surveying

Associate - Lighting & Energy

Senior Consultant - Project Management

Environmental Specialist

Lead M365 Engineer

Clarity PPM Expert, Business Applications Analyst

Billing - Team Lead

Portfolio Manager

Inventory Intelligence & Planning Platform Leader

Principal Engineer - Electrical (Healthcare Specialist)

Senior Engineer - Mechanical

Manager Customer Enablement Programs

Manager, Enterprise Metadata

BIM Designer - Bridges

Senior Manager - TM

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