About Prospurts Prospurts Consulco is a wealth management firm based out of Delhi NCR. We started in 2015 and currently manage more than INR 850 crore across 600+ families. We focus on helping working professionals and new age entrepreneurs create long-term sustainable wealth. We give a lot of emphasis on hyper-personalized plan-based approach to curate client specific solutions. We take pride in being counter-cultural in the sense that we take a different approach than our industry in most things including an annuity driven approach instead of a transactional business that earns us an upfront income. We aim to bring a holistic impact in our clients’ lives, which is why we also started Prospurts Wellness Program one year ago ensuring physical and mental wellbeing as well. We are a boutique setup with a strong and dedicated team from a rich educational and professional background. Currently, we are looking for an operations manager to join our team in the next phase of our growth. Job Description / Responsibilities: To coordinate with client to complete formalities for setting up their investment and other related accounts. To help client complete their investment related transactions. To take care of the back office and liaison with other partners for operations related work. To work on MIS and other internal data related to business. Follow up with the clients for pendency’s and fulfilling their requirement. Updating the Advisors on the client portfolio and assist them in resolving their queries. Filling in the required documents for compliance. To ensure each and every client gets best possible service. Desired profile of the candidate Must be a Graduate with good communication skills. Basic computer knowledge (MS Office, Emailing) Knowledge of Mutual Fund/Wealth management industry is preferred. Experience of 1 – 5 years in same and allied industry. Freshers with good academic background can also apply. What is in it for you? • Opportunity to work in a boutique setup involving multifaceted assignments. • End-to-end learning of personal wealth management practices. • Platform to interact with various stakeholders in the industry to deepen your understanding and knowledge. • Runway to kick start your career in the wealth management industry with a long-term view. If interested, please share your resume at jobs@prospurts.com. Location : Prospurts has offices in Gurgaon and New Delhi. This role is specifically for Delhi location - Narain Manzil, Barakhamba Road, Very Close to Barakhamba Road Metro Station. Show more Show less
About Prospurts Prospurts Consulco is a wealth management firm based out of Delhi NCR. We started in 2015 and currently manage more than INR 850 crore across 600+ families. We focus on helping working professionals and new age entrepreneurs create long-term sustainable wealth. We give a lot of emphasis on hyper-personalized plan-based approach to curate client specific solutions. We take pride in being counter-cultural in the sense that we take a different approach than our industry in most things including an annuity driven approach instead of a transactional business that earns us an upfront income. We aim to bring a holistic impact in our clients’ lives, which is why we also started Prospurts Wellness Program one year ago ensuring physical and mental wellbeing as well. We are a boutique setup with a strong and dedicated team from a rich educational and professional background. Currently, we are looking for a wealth manager to join our team in the next phase of our growth. Job Description / Responsibilities • Understand clients’ risk appetite and financial goals, and devise a suitable asset allocation strategy based on the financial planning framework • Develop relationships with new clients and conduct meetings to manage their investment portfolios • Connect with existing clients and prospects for periodic reviews and advise them accordingly • Prioritise hyper-personalization for all client accounts at all times, aiming to build new AUM and expand and deepen existing client relationships • Track and analyse capital markets, macroeconomic indicators, and government and central bank policy actions that influence various investment asset classes. We discuss this actively in weekly advisor meetings • Develop strong knowledge of existing and potential clients while ensuring business growth opportunities align with the company's investment philosophy • Contribute to strategy and marketing initiatives like Prospurts Wellness Program. Scope for this can be as wide as one wants Desired Profile of the Candidate • Self-starter • Willingness to think and work like an entrepreneur, with the zeal to do meaningful work in financial advisory and wealth management • Minimum of 1-3 years of work experience in the wealth and investment field preferred. Open to candidates with work experience in unrelated fields but with strong interest in wealth and investment field • Efficient communication skills and a strong command over English language • Strong knowledge of MS Excel • CFP/MBA/CWM preferred • NISM XA and XB (added advantage) What is in it for you? • Opportunity to work in a boutique setup involving multifaceted assignments • Opportunity to collaborate with senior advisors on high-value accounts • End-to-end learning of personal wealth management practices • Platform to interact with various stakeholders in the industry to deepen your understanding and knowledge • Runway to kick start your career in the wealth management industry with a long-term view If interested, please share your resume at jobs@prospurts.com. Location : Prospurts has offices in Gurgaon and New Delhi. This role is specifically for Gurgaon location Show more Show less
About Prospurts Prospurts is a wealth management firm based out of Delhi NCR. We started in 2015 and currently manage more than INR 850 crore across 600+ families. We focus on helping working professionals and new age entrepreneurs create long-term sustainable wealth. We give a lot of emphasis on hyper-personalized plan-based approach to curate client specific solutions. We take pride in being counter-cultural in the sense that we take a different approach than our industry in most things including an annuity driven approach instead of a transactional business that earns us an upfront income. We aim to bring a holistic impact in our clients’ lives, which is why we also started Prospurts Wellness Program one year ago ensuring physical and mental wellbeing as well. We are a boutique setup with a strong and dedicated team from a rich educational and professional background. Currently, we are looking for a wealth manager to join our team in the next phase of our growth. Job Description/ Responsibilities • Understand clients’ risk appetite and financial goals, and devise a suitable asset allocation strategy based on the financial planning framework • Develop relationships with new clients and conduct meetings to manage their investment portfolios • Connect with existing clients and prospects for periodic reviews and advise them accordingly • Prioritise hyper-personalization for all client accounts at all times, aiming to build new AUM and expand and deepen existing client relationships • Track and analyse capital markets, macroeconomic indicators, and government and central bank policy actions that influence various investment asset classes. We discuss this actively in weekly advisor meetings • Develop strong knowledge of existing and potential clients while ensuring business growth opportunities align with the company's investment philosophy • Contribute to strategy and marketing initiatives like Prospurts Wellness Program. Scope for this can be as wide as one wants Desired Profile of the candidate Minimum of 2-4 years of relevant work experience Good understanding of financial markets and investment products 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. 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 jobs@prospurts.com. Location: M.G. Road Gurgaon Show more Show less
About Prospurts Prospurts is a wealth management firm based out of Delhi NCR. We started in 2015 and currently manage more than INR 850 crore across 600+ families. We focus on helping working professionals and new age entrepreneurs create long-term sustainable wealth. We give a lot of emphasis on hyper-personalized plan-based approach to curate client specific solutions. We take pride in being counter-cultural in the sense that we take a different approach than our industry in most things including an annuity driven approach instead of a transactional business that earns us an upfront income. We aim to bring a holistic impact in our clients’ lives, which is why we also started Prospurts Wellness Program one year ago ensuring physical and mental wellbeing as well. We are a boutique setup with a strong and dedicated team from a rich educational and professional background. Currently, we are looking for a wealth manager to join our team in the next phase of our growth. Job Description/ Responsibilities • Understand clients’ risk appetite and financial goals, and devise a suitable asset allocation strategy based on the financial planning framework • Develop relationships with new clients and conduct meetings to manage their investment portfolios • Connect with existing clients and prospects for periodic reviews and advise them accordingly • Prioritise hyper-personalization for all client accounts at all times, aiming to build new AUM and expand and deepen existing client relationships • Track and analyse capital markets, macroeconomic indicators, and government and central bank policy actions that influence various investment asset classes. We discuss this actively in weekly advisor meetings • Develop strong knowledge of existing and potential clients while ensuring business growth opportunities align with the company's investment philosophy • Contribute to strategy and marketing initiatives like Prospurts Wellness Program. Scope for this can be as wide as one wants Desired Profile of the candidate Minimum of 2-4 years of relevant work experience Good understanding of financial markets and investment products 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. 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 jobs@prospurts.com. Location: M.G. Road Gurgaon
About Prospurts Prospurts Consulco is a wealth management firm based out of Delhi NCR. We started in 2015 and currently manage more than INR 900 crore across 400+ families. We focus on helping working professionals and new age entrepreneurs create long-term sustainable wealth. We give a lot of emphasis on hyper-personalized plan-based approach to curate client specific solutions. We take pride in being counter-cultural in the sense that we take a different approach than our industry in most things including an annuity driven approach instead of a transactional business that earns us an upfront income. We aim to bring a holistic impact in our clients’ lives, which is why we also started Prospurts Wellness Program one year ago ensuring physical and mental wellbeing as well. We are a boutique setup with a strong and dedicated team from a rich educational and professional background. Currently, we are looking for an operations manager to join our team in the next phase of our growth. Job Description / Responsibilities: To coordinate with client to complete formalities for setting up their investment and other related accounts. To help client complete their investment related transactions. To take care of the back office and liaison with other partners for operations related work. To work on MIS and other internal data related to business. Follow up with the clients for pendency’s and fulfilling their requirement. Updating the Advisors on the client portfolio and assist them in resolving their queries. Filling in the required documents for compliance. To ensure each and every client gets best possible service. Desired profile of the candidate Must be a Graduate with good communication skills. Basic computer knowledge (MS Office, Emailing) Knowledge of Mutual Fund/Wealth management industry is preferred. Experience of 1 – 5 years in same and allied industry. Freshers with good academic background can also apply. What is in it for you? • Opportunity to work in a boutique setup involving multifaceted assignments. • End-to-end learning of personal wealth management practices. • Platform to interact with various stakeholders in the industry to deepen your understanding and knowledge. • Runway to kick start your career in the wealth management industry with a long-term view. If interested, please share your resume at jobs@prospurts.com. Location : Prospurts has offices in Gurgaon and New Delhi. This role is specifically for Gurgaon location - MG Road, Very Close to MG Road Metro Station.
About Prospurts Prospurts is a wealth management firm based out of Delhi NCR. We started in 2015 and currently manage more than INR 900 crore across 400+ families. We focus on helping working professionals and new age entrepreneurs create long-term sustainable wealth. We give a lot of emphasis on hyper-personalized plan-based approach to curate client specific solutions. We take pride in being counter-cultural in the sense that we take a different approach than our industry in most things including an annuity driven approach instead of a transactional business that earns us an upfront income. We aim to bring a holistic impact in our clients’ lives, which is why we also started Prospurts Wellness Program one year ago ensuring physical and mental wellbeing as well. We are a boutique setup with a strong and dedicated team from a rich educational and professional background. Currently, we are looking for a wealth manager to join our team in the next phase of our growth. Job Description/ Responsibilities • Understand clients’ risk appetite and financial goals, and devise a suitable asset allocation strategy based on the financial planning framework • Develop relationships with new clients and conduct meetings to manage their investment portfolios • Connect with existing clients and prospects for periodic reviews and advise them accordingly • Prioritise hyper-personalization for all client accounts at all times, aiming to build new AUM and expand and deepen existing client relationships • Track and analyse capital markets, macroeconomic indicators, and government and central bank policy actions that influence various investment asset classes. We discuss this actively in weekly advisor meetings • Develop strong knowledge of existing and potential clients while ensuring business growth opportunities align with the company's investment philosophy • Contribute to strategy and marketing initiatives like Prospurts Wellness Program. Scope for this can be as wide as one wants Desired Profile of the candidate Minimum of 2-4 years of relevant work experience Good understanding of financial markets and investment products 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. 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 partners 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 jobs@prospurts.com. Location: M.G. Road Gurgaon