We're looking for passionate Wealth Advisors to join Prosperr and help clients build long-term wealth through personalized investment advice.

Key Responsibilities

- Understand clients' financial goals, risk appetite, and investment preferences to provide tailored investment advice.
- Advise clients on mutual fund investments, including equity, debt, hybrid funds, SIPs, ELSS, and other investment products.
- Conduct regular portfolio reviews and recommend rebalancing strategies aligned with clients' financial objectives.
- Educate clients on market trends, investment opportunities, and long-term wealth creation strategies.
- Ensure high client satisfaction, retention, and growth of client assets under advisory.

Qualifications & Requirements

- Bachelor's degree in Finance, Commerce, Business,



or a related field.
- NISM certification (mandatory).
- 2–5 years of experience in wealth management, mutual funds, broking, or financial advisory.
- Solid understanding of capital markets, mutual funds, and investment products.
- Excellent communication, relationship management, and presentation skills.
- Ability to assess client needs and deliver suitable investment recommendations.

Location: Bengaluru (On-site)

If you're passionate about helping clients achieve their financial goals, we'd love to hear from you.

Apply by sending your resume to [email protected]

📌 Wealth Advisor (Bengaluru)
🏢 Prosperr.io
📍 Bengaluru