AmbitionBox
Search
Jobs
- Reviews
- Salaries
- Interview Questions
- About Company
- Benefits
- Jobs
- Office Photos
- Community
Add office photos
All Filters
4 PeakAlpha Investment Services Jobs
Portfolio Manager
3-8 years
Bangalore / Bengaluru
1 vacancy
Portfolio Manager
PeakAlpha Investment Services
posted 2d ago
Job Role Insights
Key skills for the job
Job Description
- Creating and managing 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
- Generating revenues 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
- Conducting workshops in organizations as part of go-to market strategy
- Will be required to eventually build and manage a team
Qualifications
- Postgraduate in any discipline
- Certified Financial Planner (CFPCM) I Certifications in NISM X-A and X-B
- Minimum 3 years of industry experience
- Candidates with experience in financial services industry is mandatory
Required Skills-
- Excellent communication, interpersonal and listening skills
- Capability to explain complex information in a simple manner
- Ability to network and establish relationships with clients
- Research and analytical skills
- Negotiation and influencing skills as well as determination and tenacity
- Strong entrepreneurial drive
- Willingness to try new ideas and take calculated risks
- Ability to engage with people and build deep and high-quality relationships
Employment Type: Full Time, Permanent
Read full job descriptionPrepare for Portfolio Manager roles with real interview advice
What people at PeakAlpha Investment Services are saying
Portfolio Manager salary at PeakAlpha Investment Services
reported by
4
employees
₹5.1
L/yr - ₹18
L/yr
27%
less
than the average Portfolio Manager Salary in India
View more details
What PeakAlpha Investment Services employees are saying about work life
based on 6 employees
Alternate Saturday off
No travel
Day Shift
PeakAlpha Investment Services Benefits
View more benefits
Compare PeakAlpha Investment Services with
Edelweiss
Compare
Motilal Oswal Financial Services
Compare
ICICI Securities
Compare
HDFC Asset Management Company
Compare
Kotak Mahindra Bank
Compare
Bajaj Finance
Compare
Reliance Capital
Compare
Aditya Birla Capital
Compare
Axis Bank
Compare
DSP Investment Managers
Compare
Marpu Foundation
Compare
Huawei Technologies
Compare
HCL Infosystems
Compare
Z X Learning
Compare
Evision Technoserve
Compare
Karma Ayurveda
Compare
InternEzy
Compare
Cogoport
Compare
Lea Associates South Asia
Compare
Creambell
Compare
Similar Jobs for you
Share an Interview