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. Key Responsibilities Handling customer/internal queries (transaction status, account statements etc) Handling execution of investments and related transactions for clients Taking ownership of customer s issues and following problems through to resolution Vendor management Processing of application forms for mutual funds, insurance and other transactions (scrutinizing, scanning, data entry, dispatching for processing) everyday within deadlines Maintain 100% system adherence by monitoring and tracking various TAT s and SLAs defined at each customer interaction point Reconciling all transactions daily MIS Management Qualifications Graduate/ Postgraduate in any discipline Minimum 3 5 years of industry experience Required Skills- Excellent communication, interpersonal and listening skills Good analytical skills Proficient in MS Excel Exposure to dashboard management is a plus High attention to detail and proven ability to manage multiple, competing priorities simultaneously Proven customer service experience Exhibit a deep sense of responsibility and ownership and operate independently, flexibly and proactively Ability to engage with people and build deep and high-quality relationships Growth and learning opportunities, working with the best subject matter experts in the industry Flexible work hours & Hybrid model A culture high on ethics and people focus, with opportunities for growth and development

PeakAlpha is an award winning, SEBI-registered, wealth management company, driven by one credo: to respect and manage others money as we would our own. Eighteen 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 centre 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. Key Responsibilities Responsible for customer satisfaction and ensuring their experience with the organization is delightful Schedule client reviews and follow up for closure Work with Wealth Advisors for client engagement and report closures Connecting regularly with new & existing clients (as per the data/lead provided) Understanding the company s products & services and able to effectively communicate the same to the customers Improving customer service experience, create engaged customers and facilitate organic growth Database management Ability to develop/maintain positive working relationship with client and colleagues Maintain an orderly workflow according to priorities Qualifications Minimum 1 year of relevant experience Required Skills Excellent communication, interpersonal and listening skills Proficient in MS Excel High attention to detail and proven ability to manage multiple, competing priorities simultaneously Proven customer service experience Exhibit a deep sense of responsibility and ownership and operate independently, flexibly and proactively Ability to engage with people and build deep and high-quality relationships Growth and learning opportunities, working with the best financial advisors in the industry A culture high on ethics and people focus, with opportunities for growth and development