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.

/ 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 [email protected].

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

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