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 robust 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 New Delhi. This role is specifically for Mumbai (BKC) location

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