Wealth manager associate

2 weeks ago

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

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:

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

  • Wealth Manager

    2 hours ago

    Greater Delhi Area, India Nuvama Wealth Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Company DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role for a Wealth Manager located in the Greater Delhi Area. The Wealth Manager will be responsible for creating and executing financial planning strategies for clients. Responsibilities include managing investments, providing advice on insurance and finance,...

  • Private Wealth Manager

    3 days ago

    Delhi, Delhi, India InCred Wealth Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Company DescriptionInCred Wealth is an agile wealth management company committed to delivering world-class investment services and solutions to Indian clients globally. We cater to UHNI and HNI clients with an extensive range of investment products backed by thorough research, advanced technology, and a dedicated team. Our services include investment...

  • Wealth Manager

    2 weeks ago

    Delhi, India SMC Private Wealth Full time

    Company: SMC Private Wealth Position: Private Wealth Manager / Senior Wealth Manager Role Overview: As a Private Wealth Manager at SMC Private Wealth, you will focus on acquiring High Net Worth (HNI) and Ultra High Net-Worth (UHNI) clients. Your primary role is to drive sales and expand our client base, with a strong emphasis on selling PMS, AIF, and other...

  • Wealth Manager

    2 days ago

    Delhi, Delhi, India SMC Private Wealth Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    Company: SMC Private WealthPosition: Private Wealth Manager / Senior Wealth ManagerRole Overview:As a Private Wealth Manager at SMC Private Wealth, you will focus on acquiring High NetWorth (HNI) and Ultra High Net-Worth (UHNI) clients. Your primary role is to drive sales andexpand our client base, with a strong emphasis on selling PMS, AIF, and other...

  • Wealth Manager

    2 days ago

    Ahmedabad, Delhi, Mumbai, NCR, India Nuvama Wealth Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Hiring for Wealth Manager Please find below the Job DescriptionLocation - Delhi, Mumbai, AhmedabadEducational Qualification: PG - MBA/PGDM - Any Specialization, Any Postgraduate - Any SpecializationDesired Experience:Preferably MBA/Graduate with relevant 3+ years of experienceGraduate with relevant experiencePrerequisite:Candidates with prior experience in...

  • Wealth Product Specialist

    2 days ago

    Delhi, Delhi, India SMC Private Wealth Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Job Description for Wealth Product Specialist:We are seeking an experienced and dynamic Product Manager to join our Product Development team in SMC Private Wealth. The ideal candidate will be responsible for handling a broad range of product related activities, from product tie-ups to internal sales enablement. He/She must have strong analytical,...

  • Wealth Product Specialist

    2 weeks ago

    Delhi, India SMC Private Wealth Full time

    Job Description for Wealth Product Specialist: We are seeking an experienced and dynamic Product Manager to join our Product Development team in SMC Private Wealth. The ideal candidate will be responsible for handling a broad range of product related activities, from product tie-ups to internal sales enablement. He/She must have strong analytical,...

  • Wealth Manager

    1 week ago

    Delhi, India Talentgigs Full time

    Job Title: Wealth Manager Location: Chennai Job Type: Full-Time Experience : 3 to 10 Yrs Job Summary: We are seeking an experienced and client-focused Wealth Manager to join our team. The ideal candidate will be responsible for managing high-net-worth clients, providing personalized financial planning, investment strategies, and wealth management...

  • Wealth Manager

    5 days ago

    Delhi, Delhi, India Finogent Solutions LLP Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Company DescriptionFinogent Solutions LLP caters to affluent and high-net-worth individuals (HNWIs) globally, offering customized portfolio management and multi-office services covering Global Wealth Management. The firm provides specialized services to address the unique financial needs of HNWIs, distinct from those of mass affluent and retail investors....

  • Manager wealth management

    4 weeks 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 &...