Prosperr is a Bangalore-based FinTech startup revolutionizing personal finance by helping millions of Indians keep more money in hand through creative solutions in tax planning, wealth management, investment advisory, and flexible benefits. Backed by prominent angel investors and leading venture capital firms, Prosperr is building the future of financial well-being with technology-driven, customer-centric solutions.

Work Mode: Work from Office
Saturday: Alternate Saturdays Off
Incentives: Incremental performance-based incentives

We are looking for a client-focused Wealth Advisor / Senior Wealth Advisor to manage retail and HNI client relationships, provide personalized investment advisory and financial planning solutions, monitor portfolios, and drive AUM growth.

Understand financial goals, risk appetite, and investment preferences.
Investment Advisory & Financial Planning
Assess client needs across retirement planning, tax optimization, wealth creation, and goal-based investing.
Recommend suitable investment solutions based on client objectives and risk profile.
Advise clients on Equity, Debt, Hybrid Funds, SIPs, ELSS,



and other relevant investment products.
Educate clients on market developments, economic trends, and investment opportunities.
Monitor client portfolios and review investment performance regularly.
Monitor SIP continuity, investment behavior, asset allocation, and overall portfolio health.
Acquire and onboard new clients and identify opportunities to grow existing client portfolios.
Drive AUM growth through effective client engagement and investment advisory.
Earn incremental performance-based incentives linked to business performance.

Follow internal policies, AMFI/NISM guidelines, and applicable financial regulations.
Bachelor's degree in Finance, Commerce, Business, Economics , or a related field.

- AMFI/NISM Certification is mandatory.
- 2–7+ years of experience in wealth management, mutual funds, investment advisory, or financial services.
- Strong knowledge of mutual funds, investment products, portfolio management, and financial planning.

📌 Associate - Startup Finance (Bengaluru)
🏢 Prosperr.io
📍 Bengaluru