Prospurts | Manager

Job Description/ Responsibilities

• Understanding client's risk appetite, financial goals, and devising suitable asset allocation strategy basis the financial planning framework.
• Developing relationships with new clients and conduct meetings with them to manage the overall investment portfolio.
• Connecting with the existing clients and prospects for periodic review and advising them accordingly.
• Hyper-personalization to be prioritized for all client accounts at all times. Aiming to build new AUM as well as expand & deepen the existing client relationships.
• Tracking and analyzing the capital markets, macroeconomic indicators, government and central bank policy actions, that influence various investment asset classes.
• Developing a strong knowledge of existing and potential clients and ensuring business growth opportunities aligned with the company's investment philosophy.
• Working closely with a senior advisor in managing the client accounts.

Desired Profile of the candidate

• Self Starter
• Willingness to think and work like an entrepreneur with zeal to do meaningful work in the field of financial advisory and wealth management.
• Minimum of 1-3 year of work experience in wealth and investment field.
• Efficient communication skills and strong command over the English language.
• Strong knowledge of MS - Excel.
• CFP/CFA/MBA/PG/CA preferred.
• NISM XA and XB (added advantage).
• Having a strong flair for investment advisory and is well informed on the financial markets and the economy.

What is in it for you?

• Opportunity to work in a boutique set up entailing multi faceted assignments.
• Opportunity to work with senior advisors in high value accounts.
• End to end learning of personal wealth management practice.
• Platform to interact with various stakeholders in the industry to deepen your understanding and knowledge.

Interested candidates please share your resumes at

Location: Prospurts is having offices in NCR at Gurgaon and New Delhi – Barakhamba Road.