Manager - Wealth Management

Prospurts · Mumbai, India

About Prospurts

Prospurts is a wealth management firm based out of Delhi NCR. We started in 2015 and currently manage more than INR 1000 crore across 450+ families. We focus on helping working professionals and new age entrepreneurs create long-term sustainable wealth. We give a lot of emphasis on hyper-personalized plan-based approach to curate client specific solutions. We take pride in being counter-cultural in the sense that we take a different approach than our industry in most things including an annuity driven approach instead of a transactional business that earns us an upfront income. We aim to bring a holistic impact in our clients’ lives, which is why we also started Prospurts Wellness Program two year ago ensuring physical and mental wellbeing as well.

We are a boutique setup with a strong and dedicated team from a rich educational and professional background. Currently, we are looking for a wealth manager to join our team in the next phase of our growth.

Job Description / Responsibilities

• Understand clients’ risk appetite and financial goals, and devise a suitable asset allocation strategy based on the financial planning framework

• Develop relationships with new clients and conduct meetings to manage their investment portfolios 

• Connect with existing clients and prospects for periodic reviews and advise them accordingly 

• Prioritise hyper-personalization for all client accounts at all times, aiming to build new AUM and expand and deepen existing client relationships 

• Track and analyse capital markets, macroeconomic indicators, and government and central bank policy actions that influence various investment asset classes. We discuss this actively in weekly advisor meetings 

• Develop strong knowledge of existing and potential clients while ensuring business growth opportunities align with the company's investment philosophy 

• Contribute to strategy and marketing initiatives like Prospurts Wellness Program. Scope for this can be as wide as one wants

Desired Profile of the Candidate

• Self-starter 

• Willingness to think and work like an entrepreneur, with the zeal to do meaningful work in financial advisory and wealth management 

• Minimum of 0 - 2 years of work experience in the wealth and investment field preferred. Open to candidates with work experience in unrelated fields but with strong interest in wealth and investment field

• Efficient communication skills and a strong command over English language 

• Strong knowledge of MS Excel 

• CFP/MBA/CWM preferred 

• NISM XA and XB (added advantage) 

What is in it for you?  

• Opportunity to work in a boutique setup involving multifaceted assignments 

• Opportunity to collaborate with senior advisors on high-value accounts 

• End-to-end learning of personal wealth management practices 

• Platform to interact with various stakeholders in the industry to deepen your understanding and knowledge

• Runway to kick start your career in the wealth management industry with a long-term view

If interested, please share your resume at

Location : Prospurts has offices in Bangalore, Mumbai, Gurgaon and New Delhi. This role is specifically for Mumbai (BKC) location