Wealth Advisor

Prosperr.io; Bengaluru; On-site; INR 20,000,000 - 40,000,000; Full time

Benefits offered by this job

Work from Office

6 days a week

Alternate Saturdays Off

Incremental performance-based Incentiv

Job summary

Prosperr.io in Bangalore seeks a client-focused Wealth Advisor to manage retail and HNI client relationships, offering personalized investment advisory and financial planning solutions. You will monitor portfolios and drive AUM growth while ensuring high client satisfaction.

The role requires 2–7+ years in wealth management, AMFI/NISM certification, and strong knowledge of mutual funds and portfolio management. Excellent communication and relationship-building skills are essential.

Qualifications

• 2–7+ years of experience in wealth management or financial services.
• Bachelor's degree in Finance, Commerce, Business, Economics, or related field.
• AMFI/NISM Certification is mandatory.
• Strong knowledge of mutual funds and portfolio management.
• Excellent communication and interpersonal skills.

Responsibilities

• Build and maintain relationships with retail and HNI clients.
• Provide personalized investment advisory and financial planning.
• Monitor portfolios and drive AUM growth.
• Ensure compliance and accurate client documentation.
• Educate clients on market developments and investment opportunities.

Skills

Client relationship management

Wealth management

Investment advisory

Portfolio management

Education

Bachelor's degree in Finance, Commerce, Business, Economics

Job description

Prosperr is a Bangalore-based FinTech startup revolutionizing personal finance by helping millions of Indians keep more money in hand through innovative 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
• Working Days: 6 days a week
• 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.

Client Relationship Management

• Build and maintain long-term relationships with retail and HNI clients.
• Understand financial goals, risk appetite, and investment preferences.
• Handle client queries and service requests while ensuring client satisfaction and retention.
• 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.
• Recommend diversification and portfolio optimization strategies.
• Monitor SIP continuity, investment behavior, asset allocation, and overall portfolio health.
• Support clients in achieving long-term wealth creation goals.

AUM & Business Growth

• Achieve new AUM targets of ₹2–4 Crore per month.
• 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.

Compliance & Documentation

• Follow internal policies, AMFI/NISM guidelines, and applicable financial regulations.
• Maintain accurate client documentation and records.
• Coordinate with internal teams for seamless execution of client transactions and servicing.

Qualification and Requirements

• 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.
• Excellent communication, presentation, negotiation, and interpersonal skills.
• Strong client relationship management and AUM growth capabilities.