955 Financial Advisor Support jobs in India

About the Company

At Prosperr.io, we are transforming the way individuals and organizations manage taxes and employee benefits. As a pioneering fintech SaaS platform, we empower employees to maximize their in-hand salaries and enable businesses to design smarter, compliant, and efficient tax strategies. Through cutting-edge AI-driven automation and intuitive tools, Prosperr.io simplifies financial complexities, providing seamless solutions tailored to the needs of salaried professionals and HR leaders alike. Founded by Manas and Dev Kumar, the company specializes in assisting salaried individuals with tax planning, management, and income tax filing. Recently, Prosperr.io raised $1.55 million in pre-seed funding, led by a prominent investor.

About the Role :

Are you passionate about finance and eager to gain hands-on experience in the world of wealth management? We are looking for a dynamic and motivated Wealth Management Intern to join our team and help drive impactful financial strategies.

Responsibilities :

• Assist in preparing and analyzing financial reports to support wealth management strategies.
• Conduct market research and data analysis to provide insights and recommendations.
• Support the creation of investment portfolios and wealth management presentations.
• Help prepare detailed reports using Excel and PowerPoint for client presentations and internal meetings.
• Collaborate with senior wealth managers and contribute to ongoing client projects.

Required Skills :

• Proficiency in Excel and PowerPoint .
• Strong ability to create insightful and thorough research reports .
• Solid analytical skills to assess and evaluate financial data.
• Good understanding of finance , with the ability to apply theoretical knowledge to practical situations.
• A keen interest in exploring and utilizing AI tools for data analysis and report generation (preferred).

Compensation package : upto INR 2000 per month

Why Join Us?

• Opportunity to learn and grow under the mentorship of experienced professionals in wealth management.
• A dynamic and collaborative work environment that values fresh perspectives and innovation.

Maple Capital Advisors is seeking an experienced, high-performing Manager - Wealth

Management to join our team in New Delhi. This is an immediate opening for candidates who thrive

in an entrepreneurial and high-impact environment.

About Maple Capital Advisors

Maple Capital Advisors ( is a leading boutique investment banking and

advisory firm focused on Mergers & Acquisitions, Private Equity, Leveraged Capital and wealth

management. We operate in both domestic and cross-border deal making, with deep India expertise

and a strong international network through Pandion Partners (

We are a high-conviction, high-touch firm with a strong track record in mid-market transactions and

end-to-end deal execution.

Role Overview:

As Manager - Wealth Management, you will be responsible for:

• Build and manage client relationships
• Proactively identify business opportunities in Wealth Management and Investment Banking.
• Develop tailored investment and financial plans across asset classes – mutual funds, AIFs, PMS, direct equities (listed/ unlisted), bonds, and other alternates.
• Manage investment portfolios including asset allocation, portfolio rebalancing, and investment selection - understand financial goals, risk tolerance, and preferences.
• Monitor and review client portfolios, adjusting strategies based on market trends, economic conditions, and client needs.
• Provide regular updates and insights on market trends, macroeconomic conditions, and investment performance.
• Conduct financial and economic research to support client recommendations.
• Collaborate with legal, tax, estate planning, and family office setups for holistic wealth solutions.
• Ensure compliance with regulatory standards and internal protocols.

What we’re looking for

• 3+ years in wealth management/ private banking, or as a Relationship Manager in a bank or AMC.
• Strong understanding of wealth management products (Mutual Funds, AIFs, PMS, PE) and financial planning strategies. Strong analytical and problem-solving abilities.
• Excellent communication and interpersonal skills, and a proactive, business-development mindset.
• Experience in managing an existing book of clients and/or supporting a senior wealth manager or family office.

Qualifications

• Bachelor’s degree in Finance, Economics, or related fields
• Preferred: MBA, CFA, CA or CFP certification
• Strong academic record and interest in long-term career in wealth management
• Proficiency in financial planning tools, portfolio software, and MS Office
• Ideally based in Delhi/NCR

About the Company

At Prosperr.io, we are transforming the way individuals and organizations manage taxes and employee benefits. As a pioneering fintech SaaS platform, we empower employees to maximize their in-hand salaries and enable businesses to design smarter, compliant, and efficient tax strategies. Through cutting-edge AI-driven automation and intuitive tools, Prosperr.io simplifies financial complexities, providing seamless solutions tailored to the needs of salaried professionals and HR leaders alike. Founded by Manas and Dev Kumar, the company specializes in assisting salaried individuals with tax planning, management, and income tax filing. Recently, Prosperr.io raised $1.55 million in pre-seed funding, led by a prominent investor.

About the Role:

Are you passionate about finance and eager to gain hands-on experience in the world of wealth management? We are looking for a dynamic and motivated Wealth Management Intern to join our team and help drive impactful financial strategies.

Responsibilities:

• Assist in preparing and analyzing financial reports to support wealth management strategies.
• Conduct market research and data analysis to provide insights and recommendations.
• Support the creation of investment portfolios and wealth management presentations.
• Help prepare detailed reports using Excel and PowerPoint for client presentations and internal meetings.
• Collaborate with senior wealth managers and contribute to ongoing client projects.

Required Skills:

• Proficiency in Excel and PowerPoint.
• Strong ability to create insightful and thorough research reports.
• Solid analytical skills to assess and evaluate financial data.
• Good understanding of finance, with the ability to apply theoretical knowledge to practical situations.
• A keen interest in exploring and utilizing AI tools for data analysis and report generation (preferred).

Compensation package: upto INR 2000 per month

Why Join Us?

• Opportunity to learn and grow under the mentorship of experienced professionals in wealth management.
• A dynamic and collaborative work environment that values fresh perspectives and innovation.

About the Company

At Prosperr.io, we are transforming the way individuals and organizations manage taxes and employee benefits. As a pioneering fintech SaaS platform, we empower employees to maximize their in-hand salaries and enable businesses to design smarter, compliant, and efficient tax strategies. Through cutting-edge AI-driven automation and intuitive tools, Prosperr.io simplifies financial complexities, providing seamless solutions tailored to the needs of salaried professionals and HR leaders alike. Founded by Manas and Dev Kumar, the company specializes in assisting salaried individuals with tax planning, management, and income tax filing. Recently, Prosperr.io raised $1.55 million in pre-seed funding, led by a prominent investor.

About the Role :

Are you passionate about finance and eager to gain hands-on experience in the world of wealth management? We are looking for a dynamic and motivated Wealth Management Intern to join our team and help drive impactful financial strategies.

Responsibilities :

• Assist in preparing and analyzing financial reports to support wealth management strategies.
• Conduct market research and data analysis to provide insights and recommendations.
• Support the creation of investment portfolios and wealth management presentations.
• Help prepare detailed reports using Excel and PowerPoint for client presentations and internal meetings.
• Collaborate with senior wealth managers and contribute to ongoing client projects.

Required Skills :

• Proficiency in Excel and PowerPoint .
• Strong ability to create insightful and thorough research reports .
• Solid analytical skills to assess and evaluate financial data.
• Good understanding of finance , with the ability to apply theoretical knowledge to practical situations.
• A keen interest in exploring and utilizing AI tools for data analysis and report generation (preferred).

Compensation package : upto INR 2000 per month

Why Join Us?

• Opportunity to learn and grow under the mentorship of experienced professionals in wealth management.
• A dynamic and collaborative work environment that values fresh perspectives and innovation.

Maple Capital Advisors is seeking an experienced, high-performing Manager - Wealth

Management to join our team in New Delhi. This is an immediate opening for candidates who thrive

in an entrepreneurial and high-impact environment.

About Maple Capital Advisors

Maple Capital Advisors ( is a leading boutique investment banking and

advisory firm focused on Mergers & Acquisitions, Private Equity, Leveraged Capital and wealth

management. We operate in both domestic and cross-border deal making, with deep India expertise

and a strong international network through Pandion Partners (

We are a high-conviction, high-touch firm with a strong track record in mid-market transactions and

end-to-end deal execution.

Role Overview:

As Manager - Wealth Management, you will be responsible for:

• Build and manage client relationships
• Proactively identify business opportunities in Wealth Management and Investment Banking.
• Develop tailored investment and financial plans across asset classes – mutual funds, AIFs, PMS, direct equities (listed/ unlisted), bonds, and other alternates.
• Manage investment portfolios including asset allocation, portfolio rebalancing, and investment selection - understand financial goals, risk tolerance, and preferences.
• Monitor and review client portfolios, adjusting strategies based on market trends, economic conditions, and client needs.
• Provide regular updates and insights on market trends, macroeconomic conditions, and investment performance.
• Conduct financial and economic research to support client recommendations.
• Collaborate with legal, tax, estate planning, and family office setups for holistic wealth solutions.
• Ensure compliance with regulatory standards and internal protocols.

What we’re looking for

• 3+ years in wealth management/ private banking, or as a Relationship Manager in a bank or AMC.
• Strong understanding of wealth management products (Mutual Funds, AIFs, PMS, PE) and financial planning strategies. Strong analytical and problem-solving abilities.
• Excellent communication and interpersonal skills, and a proactive, business-development mindset.
• Experience in managing an existing book of clients and/or supporting a senior wealth manager or family office.

Qualifications

• Bachelor’s degree in Finance, Economics, or related fields
• Preferred: MBA, CFA, CA or CFP certification
• Strong academic record and interest in long-term career in wealth management
• Proficiency in financial planning tools, portfolio software, and MS Office
• Ideally based in Delhi/NCR

Maple Capital Advisors is seeking an experienced, high-performing Manager - Wealth

Management to join our team in New Delhi. This is an immediate opening for candidates who thrive

in an entrepreneurial and high-impact environment.

About Maple Capital Advisors

Maple Capital Advisors ( is a leading boutique investment banking and

advisory firm focused on Mergers & Acquisitions, Private Equity, Leveraged Capital and wealth

management. We operate in both domestic and cross-border deal making, with deep India expertise

and a strong international network through Pandion Partners (

We are a high-conviction, high-touch firm with a strong track record in mid-market transactions and

end-to-end deal execution.

Role Overview:

As Manager - Wealth Management, you will be responsible for:

• Build and manage client relationships
• Proactively identify business opportunities in Wealth Management and Investment Banking.
• Develop tailored investment and financial plans across asset classes – mutual funds, AIFs, PMS, direct equities (listed/ unlisted), bonds, and other alternates.
• Manage investment portfolios including asset allocation, portfolio rebalancing, and investment selection - understand financial goals, risk tolerance, and preferences.
• Monitor and review client portfolios, adjusting strategies based on market trends, economic conditions, and client needs.
• Provide regular updates and insights on market trends, macroeconomic conditions, and investment performance.
• Conduct financial and economic research to support client recommendations.
• Collaborate with legal, tax, estate planning, and family office setups for holistic wealth solutions.
• Ensure compliance with regulatory standards and internal protocols.

What we’re looking for

• 3+ years in wealth management/ private banking, or as a Relationship Manager in a bank or AMC.
• Strong understanding of wealth management products (Mutual Funds, AIFs, PMS, PE) and financial planning strategies. Strong analytical and problem-solving abilities.
• Excellent communication and interpersonal skills, and a proactive, business-development mindset.
• Experience in managing an existing book of clients and/or supporting a senior wealth manager or family office.

Qualifications

• Bachelor’s degree in Finance, Economics, or related fields
• Preferred: MBA, CFA, CA or CFP certification
• Strong academic record and interest in long-term career in wealth management
• Proficiency in financial planning tools, portfolio software, and MS Office
• Ideally based in Delhi/NCR

About the Company

At Prosperr.io, we are transforming the way individuals and organizations manage taxes and employee benefits. As a pioneering fintech SaaS platform, we empower employees to maximize their in-hand salaries and enable businesses to design smarter, compliant, and efficient tax strategies. Through cutting-edge AI-driven automation and intuitive tools, Prosperr.io simplifies financial complexities, providing seamless solutions tailored to the needs of salaried professionals and HR leaders alike. Founded by Manas and Dev Kumar, the company specializes in assisting salaried individuals with tax planning, management, and income tax filing. Recently, Prosperr.io raised $1.55 million in pre-seed funding, led by a prominent investor.

About the Role :

Are you passionate about finance and eager to gain hands-on experience in the world of wealth management? We are looking for a dynamic and motivated Wealth Management Intern to join our team and help drive impactful financial strategies.

Responsibilities :

• Assist in preparing and analyzing financial reports to support wealth management strategies.
• Conduct market research and data analysis to provide insights and recommendations.
• Support the creation of investment portfolios and wealth management presentations.
• Help prepare detailed reports using Excel and PowerPoint for client presentations and internal meetings.
• Collaborate with senior wealth managers and contribute to ongoing client projects.

Required Skills :

• Proficiency in Excel and PowerPoint.
• Strong ability to create insightful and thorough research reports.
• Solid analytical skills to assess and evaluate financial data.
• Good understanding of finance, with the ability to apply theoretical knowledge to practical situations.
• A keen interest in exploring and utilizing AI tools for data analysis and report generation (preferred).

Compensation package : upto INR 2000 per month

Why Join Us?

• Opportunity to learn and grow under the mentorship of experienced professionals in wealth management.
• A dynamic and collaborative work environment that values fresh perspectives and innovation.