JOB OVERVIEW:
- We are looking for an experienced wealth professional who has built strong 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 you' ve 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 & solutioning
- Act 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 current offerings and market developments to provide relevant insights.
- Operational coordination & compliance
- Coordinate with internal operations and compliance teams for smooth onboarding and documentation.
- Ensure error-free execution, servicing, and adherence to regulatory requirements.
- Maintain complete transpar