Wealth Advisor

We're looking for passionate Wealth Advisors to join Prosperr and help clients build long-term wealth through personalized investment advice.

Key Responsibilities

• Understand clients' financial goals, risk appetite, and investment preferences to provide tailored investment advice.
• Advise clients on mutual fund investments, including equity, debt, hybrid funds, SIPs, ELSS, and other investment products.
• Conduct regular portfolio reviews and recommend rebalancing strategies aligned with clients' financial objectives.
• Educate clients on market trends, investment opportunities, and long-term wealth creation strategies.
• Ensure high client satisfaction, retention, and growth of client assets under advisory.

Qualifications & Requirements

• Bachelor's degree in Finance, Commerce, Business, or a related field.
• NISM certific...