JOB OVERVIEW:
We are looking for an experienced wealth professional who has built solid client relationships and is now ready to take the next step taking ownership of their client relationships and driving growth with an entrepreneurial mindset. Someone who genuinely understands client needs, believes in recommending the right products, and wants to create lasting value
If youve always been the go-to person for your clients financial needs this is your opportunity to build and grow your client base within a supportive and empowering environment.

KEY RESPONSIBILITIES:

- Client acquisition & relationship ownership
- Build, manage, and grow a long-term client portfolio through trust-based advisory
- Leverage existing relationships and networks to acquire new clients
- Ensure consistent engagement and maintain high client satisfaction over time
- Holistic wealth advisory & solutioningAct as a trusted advisor across investments, insurance, lending, and wealth solutions
- Understand client goals, risk appetite, and financial priorities to recommend suitable products
- Deliver goal-based, need-driven advice aligned with long-term wealth creation
- Portfolio review & client servicing
- Conduct periodic portfolio reviews and provide proactive financial guidance
- Support clients through market cycles with disciplined, transparent communication
- Ensure timely servicing, renewals,



and ongoing relationship management
- Product & platform utilization
- Offer solutions across Mutual Funds, Insurance, Loans, Bonds, PMS, AIFs, and other products
- Position PROSPERi5 as a comprehensive platform for all client financial needs
- Stay updated on new offerings and market developments to provide relevant insights
- Operational coordination & complianceCoordinate with internal operations and compliance teams for smooth onboarding and documentation
- Ensure error-free execution, servicing, and adherence to regulatory requirements
- Maintain complete transparency and suitability in all client recommendations
- Business growth & revenue contribution
- Drive sustainable revenue growth through deeper client penetration and long-term engagement
- Expand wallet share by offering multi-product wealth solutions
- Focus on relationship-led growth rather than transaction-only selling

Ideal Candidate Profile

- Currently working in banking, wealth management, or financial advisory
- Strong client base built on trust and consistent engagement
- Passionate about creating long-term financial impact for clients
- Entrepreneurial mindset confident in handling clients, while relying on our operational backing
- Excellent communication, interpersonal, and client-handling skills

📌 Wealth Partner (Mumbai)
🏢 Midas Fintech Solutions
📍 Mumbai