Wealth management intern
2 weeks ago
About the CompanyAt Prosperr.io, we are transforming the way individuals and organizations manage taxes and employee benefits. As a pioneering fintech Saa S platform, we empower employees to maximize their in-hand salaries and enable businesses to design smarter, compliant, and efficient tax strategies. Through cutting-edge AI-driven automation and intuitive tools, Prosperr.io simplifies financial complexities, providing seamless solutions tailored to the needs of salaried professionals and HR leaders alike. Founded by Manas and Dev Kumar, the company specializes in assisting salaried individuals with tax planning, management, and income tax filing. Recently, Prosperr.io raised $1.55 million in pre-seed funding, led by a prominent investor.About the Role:Are you passionate about finance and eager to gain hands-on experience in the world of wealth management? We are looking for a dynamic and motivated Wealth Management Intern to join our team and help drive impactful financial strategies.Responsibilities:Assist in preparing and analyzing financial reports to support wealth management strategies.Conduct market research and data analysis to provide insights and recommendations.Support the creation of investment portfolios and wealth management presentations.Help prepare detailed reports using Excel and Power Point for client presentations and internal meetings.Collaborate with senior wealth managers and contribute to ongoing client projects.Required Skills:Proficiency in Excel and Power Point.Strong ability to create insightful and thorough research reports.Solid analytical skills to assess and evaluate financial data.Good understanding of finance, with the ability to apply theoretical knowledge to practical situations.A keen interest in exploring and utilizing AI tools for data analysis and report generation (preferred).Compensation package: upto INR 20000 per monthWhy Join Us?Opportunity to learn and grow under the mentorship of experienced professionals in wealth management.A dynamic and collaborative work environment that values fresh perspectives and innovation.
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Senior Wealth Manager
3 weeks ago
Bengaluru, Karnataka, India Nuvama Wealth Full timeJob DescriptionCompany DescriptionNuvama Wealth is one of Indias leading wealth management and investment advisory firms, offering a comprehensive suite of financial solutions across asset classes. With a strong legacy and client-first approach, we empower individuals, HNIs, and institutions to achieve their financial goals through personalized advisory,...
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Wealth Manager
1 week ago
Bengaluru, Mumbai, India Equentis Wealth Advisory Full time ₹ 80,000 - ₹ 1,50,000 per yearRole & responsibilitiesSales Wealth Counsellor (SWC) / Sr. Sales Wealth Counsellor (SSWC) is a person who is bestowed with the responsibility of wealth creation for clients to wish to create wealth using disciplined ways of investing in equities. The SWC/SSWC is responsible for interactions with existing customers over calls for most part of his/her day for...
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Wealth Management Intern
2 weeks ago
Bengaluru, India Prosperr.io Full timeAbout the CompanyAt Prosperr.io, we are transforming the way individuals and organizations manage taxes and employee benefits. As a pioneering fintech SaaS platform, we empower employees to maximize their in-hand salaries and enable businesses to design smarter, compliant, and efficient tax strategies. Through cutting-edge AI-driven automation and intuitive...
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Wealth Management Intern
2 weeks ago
Bengaluru, India Prosperr.io Full timeAbout the CompanyAt Prosperr.io, we are transforming the way individuals and organizations manage taxes and employee benefits. As a pioneering fintech SaaS platform, we empower employees to maximize their in-hand salaries and enable businesses to design smarter, compliant, and efficient tax strategies. Through cutting-edge AI-driven automation and intuitive...
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Wealth Management Intern
3 weeks ago
Bengaluru, India Prosperr.io Full timeAbout the Company At Prosperr.io, we are transforming the way individuals and organizations manage taxes and employee benefits. As a pioneering fintech SaaS platform, we empower employees to maximize their in-hand salaries and enable businesses to design smarter, compliant, and efficient tax strategies. Through cutting-edge AI-driven automation and...
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Wealth Management Intern
2 weeks ago
Bengaluru, India Prosperr.io Full timeAbout the CompanyAt Prosperr.io, we are transforming the way individuals and organizations manage taxes and employee benefits. As a pioneering fintech SaaS platform, we empower employees to maximize their in-hand salaries and enable businesses to design smarter, compliant, and efficient tax strategies. Through cutting-edge AI-driven automation and intuitive...
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Apply in 3 Minutes! Senior Wealth Manager
3 weeks ago
Bengaluru, India Nuvama Wealth Full timeJob Description Company Description Nuvama Wealth is one of Indias leading wealth management and investment advisory firms, offering a comprehensive suite of financial solutions across asset classes. With a strong legacy and client-first approach, we empower individuals, HNIs, and institutions to achieve their financial goals through personalized advisory,...
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Wealth Management Intern
3 weeks ago
Bengaluru, India Prosperr.io Full timeAbout the CompanyAt Prosperr.io, we are transforming the way individuals and organizations manage taxes and employee benefits. As a pioneering fintech SaaS platform, we empower employees to maximize their in-hand salaries and enable businesses to design smarter, compliant, and efficient tax strategies. Through cutting-edge AI-driven automation and intuitive...
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Wealth Management Intern
3 weeks ago
Bengaluru, India Prosperr.io Full timeAbout the CompanyAt Prosperr.io, we are transforming the way individuals and organizations manage taxes and employee benefits. As a pioneering fintech SaaS platform, we empower employees to maximize their in-hand salaries and enable businesses to design smarter, compliant, and efficient tax strategies. Through cutting-edge AI-driven automation and intuitive...
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Wealth Management Intern
4 days ago
Bengaluru, India Prosperr.io Full timeAbout the Company At Prosperr.io, we are transforming the way individuals and organizations manage taxes and employee benefits. As a pioneering fintech SaaS platform, we empower employees to maximize their in-hand salaries and enable businesses to design smarter, compliant, and efficient tax strategies. Through cutting-edge AI-driven automation and...
