Wealth Manager

4 weeks ago

Delhi, Delhi, India Merits Capital Market Services Pvt. Ltd. Full time

About Us:

Merits Capital Private Limited, a leading financial services firm, is looking for an experienced and driven Wealth Manager with a well-established client base. In this role, you will utilize your existing relationships to drive business growth, deliver exceptional service, and foster long-term client partnerships. If you excel in achieving sales targets and building meaningful connections, this opportunity is for you.

Key Responsibilities:

  • Leverage your existing client base to generate new sales opportunities and expand business relationships.
  • Develop and implement strategies to achieve sales targets and drive revenue growth.
  • Build and nurture strong, long-term relationships with clients.
  • Understand clients' financial needs and goals to promote suitable products and services.
  • Provide exceptional customer service, ensuring satisfaction throughout the sales process.
  • Collaborate with internal teams to resolve client issues and achieve organizational goals.
  • Stay updated on industry trends, market developments, and competitor activities to identify new growth opportunities.
  • Prepare accurate and timely sales reports and forecasts for management.
  • Develop a thorough understanding of Merits Capital's products and services.
  • Conduct market research and analysis to identify investment opportunities and manage risks.
  • Manage client portfolios by making informed investment decisions, monitoring performance, and rebalancing as necessary.

Requirements:

  • Minimum of 2 years of experience in wealth management or a related field.
  • MBA graduates are preferred.
  • Relevant certifications such as Certified Financial Planner (CFP) or appropriate regulatory licenses (e.g., SEC) are a plus.
  • Proven track record of exceeding sales targets and driving business success.
  • Strong existing client base with established relationships in relevant industries.
  • Excellent communication, negotiation, and interpersonal skills.
  • Self-motivated, results-driven, and able to work both independently and in a team environment.
  • Proficiency in CRM software and MS Office Suite.

Benefits:

  • Competitive salary with an attractive commission structure.
  • Opportunities for career advancement and professional growth.
  • Collaborative and dynamic work environment.

Company Website: www.merits.in

Job Location: Moti Nagar, New Delhi

Join Our Team:

At Merits Capital Private Limited, we value talent and hard work. This role offers you the opportunity to leverage your client base, achieve exceptional results, and make a significant impact in the financial services industry. If you are passionate about sales, client relationships, and career growth, we invite you to apply.

Merits Capital is an equal opportunity employer, committed to recognizing and rewarding deserving team members. Please submit your resume and cover letter to be considered.

Team Merits Capital

  • Manager Wealth Management

    3 days ago

    Delhi, Delhi, India Maple Capital Advisors Full time

    Maple Capital Advisors is seeking an experienced, high-performing Manager - WealthManagement to join our team in New Delhi. This is an immediate opening for candidates who thrivein an entrepreneurial and high-impact environment.About Maple Capital AdvisorsMaple Capital Advisors ( is a leading boutique investment banking andadvisory firm focused on Mergers &...

  • Manager Wealth Management

    3 days ago

    Delhi, Delhi, India Maple Capital Advisors Full time

    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...

  • Manager Wealth Management

    2 days ago

    Delhi, Delhi, India Maple Capital Advisors Full time

    Maple Capital Advisors is seeking an experienced, high-performing Manager - WealthManagement to join our team in New Delhi. This is an immediate opening for candidates who thrivein an entrepreneurial and high-impact environment.About Maple Capital AdvisorsMaple Capital Advisors ( is a leading boutique investment banking andadvisory firm focused on Mergers &...

  • Wealth Management Professional

    7 hours ago

    Delhi, Delhi, India beBeeInvestment Full time ₹ 6,00,000 - ₹ 12,00,000

    Wealth Management Advisor Job Summary:We are seeking a highly skilled and experienced Wealth Management Advisor to join our team. As a key member of our wealth management group, you will be responsible for catering to the investment needs of mass affluent clients by recommending suitable products.Main Responsibilities:Cater to the investment needs of mass...

  • Director- Wealth Management

    3 weeks ago

    Delhi, Delhi, India JR Laddha Financial Services Pvt. Ltd. Full time

    Job Title Director- Wealth Management - Business Development Location Delhi Bangalore Reports To Manoj Laddha Department Wealth Management Compensation INR 40 - 45 LPA Fixed Performance-Based Incentives Role Overview As the Director of Wealth Management you will be responsible for leading the Wealth Management division ...

  • Strategic Wealth Manager

    1 day ago

    Delhi, Delhi, India beBeeWealth Full time ₹ 8,00,000 - ₹ 12,00,000

    Job OverviewWe are seeking a highly skilled Senior Private Banker to join our team. In this role, you will be responsible for managing the financial planning and portfolio services of high net worth clients.Key Responsibilities:Customer Acquisition: Acquire new clients with an investable surplus of at least 1 Cr. (10 million INR)Financial Planning: Provide...

  • Wealth Management Operations Analyst

    3 days ago

    Delhi, Delhi, India Maple Capital Advisors Full time

    Maple Capital Advisors is seeking an experienced, high-performing Analyst - Wealth Managementto join our team in New Delhi. This is an immediate opening for candidates who thrive in anentrepreneurial, high-impact environment and have prior frontline experience in M&A and PrivateEquity transactions.About Maple Capital AdvisorsMaple Capital Advisors ( is a...

  • Wealth Management Specialist

    1 day ago

    Delhi, Delhi, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 20,00,000

    Job Opportunity">">As a seasoned Wealth Management Specialist, you will be responsible for developing and implementing tailored financial solutions for our esteemed clients.">">Your key responsibilities will include:">">">Providing expert advice on investment strategies, financial planning, and wealth creation to ensure clients' financial goals are...

  • Wealth Management Operations Analyst

    1 week ago

    Delhi, Delhi, India Maple Capital Advisors Full time

    Maple Capital Advisors is seeking an experienced, high-performing Analyst - Wealth Managementto join our team in New Delhi. This is an immediate opening for candidates who thrive in anentrepreneurial, high-impact environment and have prior frontline experience in M&A and PrivateEquity transactions.About Maple Capital AdvisorsMaple Capital Advisors...

  • Wealth Management Operations Analyst

    3 days ago

    Delhi, Delhi, India Maple Capital Advisors Full time

    Maple Capital Advisors is seeking an experienced, high-performing Analyst - Wealth Management to join our team in New Delhi. This is an immediate opening for candidates who thrive in an entrepreneurial, high-impact environment and have prior frontline experience in M&A and Private Equity transactions. About Maple Capital Advisors Maple Capital Advisors (...