Financial Services Expert

7 hours ago


Bengaluru, Karnataka, India Prosperr Full time

About Our Organization:

We are pioneering tax optimization solutions for salaried professionals by leveraging AI technology. As we expand our services to include comprehensive financial advisory, we seek a skilled expert to help individuals optimize their taxes while achieving their long-term goals.

Key Responsibilities:

  • Mutual Fund Portfolio Analysis and Advisory: Conduct in-depth analysis of customers' mutual fund portfolios and recommend suitable schemes based on their unique financial objectives.
  • Customer Engagement and Support: Provide exceptional customer service, addressing queries, and offering tailored financial solutions to meet the diverse needs of our clients.
  • Comprehensive Financial Planning: Offer customized advice on holistic financial planning, tax management, and mutual fund investments to help clients make informed decisions.
  • Team Development and Training: Train and mentor a team of financial advisors to enhance their knowledge and performance, driving growth and success within our organization.

What We Offer:

  • A dynamic, inclusive work environment that fosters collaboration and professional growth.
  • Flexible working hours to accommodate diverse lifestyles and preferences.
  • Opportunities for career advancement and professional development.
  • A competitive salary range of $60,000-$80,000 per annum, commensurate with experience.


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