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 solid 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 want

📌 Manager - Wealth Management (Mumbai)
🏢 Prospurts
📍 Mumbai