Job Description
About Prosperly:
Prosperly is a new-age digital wealth platform that is focused on helping individuals and companies build and monitor portfolios appropriate to their risk profile and goals. We are currently a +-member team based in Bangalore, planning to launch to users around August 2026. The founder Rajeev Chebolu is an alumnus of IIT Madras & Kellogg School of Management with over 12 years of experience in private equity and CFO roles at start-ups.
Market Opportunity & Mission:
Indians are hugely 'under-invested' - only 8% of total household wealth is held in listed stocks & mutual funds, while 51% are held in cash, bank deposits, insurance policies etc. We believe the penetration of modern asset classes such as mutual funds and stocks will rise in a big way over the next 20 years and we plan to play a key role in this transformation. Our product generates optimised portfolios automatically linked to risk profile and goals for any individual or company. Within the next three years, we aim to build a distribution asset base of at least Rs.5,000 crores in mutual funds & stocks.
Role & Key Responsibilities:
- Acquire customers (both individual and non-individual) through various offline channels such as industry events, corporate employees, residential building and one-on-one sales to HNIs who will invest in mutual fund portfolios developed by Prosperly
- Build strong relationships with high-potential customers to grow their investments with Prosperly over time
- Form partnerships of various types which can generate business growth for the company
- Communicate product features, key benefits and risks to our customers over events, meetings, phone calls and emails
Skills / Required Experience:
- 4-6 years of recent experience in selling mutual funds and other investment products to HNIs and/or corporates at banks, wealth management firms, mutual fund distributors, AMCs etc.
- Strong understanding of the pros/cons of the financial products available in the market today
- Good network and relationships in the industry to be able to bring in AUM quickly after joining the team
- Great written & verbal communication is required for this role
- MBA degree would be good to have, but not mandatory
Prosperly is a new-age digital wealth platform that is focused on helping individuals and companies build and monitor portfolios appropriate to their risk profile and goals. We are currently a +-member team based in Bangalore, planning to launch to users around August 2026. The founder Rajeev Chebolu is an alumnus of IIT Madras & Kellogg School of Management with over 12 years of experience in private equity and CFO roles at start-ups.
Market Opportunity & Mission:
Indians are hugely 'under-invested' - only 8% of total household wealth is held in listed stocks & mutual funds, while 51% are held in cash, bank deposits, insurance policies etc. We believe the penetration of modern asset classes such as mutual funds and stocks will rise in a big way over the next 20 years and we plan to play a key role in this transformation. Our product generates optimised portfolios automatically linked to risk profile and goals for any individual or company. Within the next three years, we aim to build a distribution asset base of at least Rs.5,000 crores in mutual funds & stocks.
Role & Key Responsibilities:
- Acquire customers (both individual and non-individual) through various offline channels such as industry events, corporate employees, residential building and one-on-one sales to HNIs who will invest in mutual fund portfolios developed by Prosperly
- Build strong relationships with high-potential customers to grow their investments with Prosperly over time
- Form partnerships of various types which can generate business growth for the company
- Communicate product features, key benefits and risks to our customers over events, meetings, phone calls and emails
Skills / Required Experience:
- 4-6 years of recent experience in selling mutual funds and other investment products to HNIs and/or corporates at banks, wealth management firms, mutual fund distributors, AMCs etc.
- Strong understanding of the pros/cons of the financial products available in the market today
- Good network and relationships in the industry to be able to bring in AUM quickly after joining the team
- Great written & verbal communication is required for this role
- MBA degree would be good to have, but not mandatory
💡 Quick Summary
Seeking a career-building opportunity? The Prosperly|in | Sales Lead | Mutual Fund |4|6 yrs position is now open for candidates interested in the Bank Jobs sector. This role in Bangalore offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
