Wealth Manager

4 days ago

Delhi, Delhi, India Merits Capital Market Services Pvt. Ltd. Full time ₹ 6,00,000 - ₹ 12,00,000 per year

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:

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

  • Private Wealth Manager

    1 week 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...

  • Senior Wealth Manager

    1 week ago

    Delhi, Delhi, India Nuvama Wealth Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    We're Hiring: Experienced Senior Wealth Managers – B2B SegmentAre you a seasoned Wealth Manager passionate about helping people make smarter financial decisions? We're expanding our B2B Wealth Management team and looking for professionals who can work closely with our business partners—to guide their clients in building tailored portfolios and...

  • Wealth Management – Research

    4 hours ago

    Delhi, Delhi, India Foundation Wealth Capital Avenues Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Selected Intern's Day-to-day Responsibilities IncludeAssist in client prospecting by supporting outreach, follow-ups, and initial engagement efforts.Conduct portfolio research and assist in analyzing mutual funds, equity, and investment products.Support portfolio reviews, including gap analysis and risk assessments for existing clients.Help prepare...

  • Wealth Manager

    2 weeks 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....

  • Senior Wealth Manager

    2 weeks ago

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

    Company DescriptionOur client is one of the leading NBFC.Wealth Manager / Sr Manager WealthExperience - 4+ years in Financial Industry/ Private Wealth / Capital Markets / Private BankingLocation -Mumbai , Delhi ,Pune ,Kolkata, Chennai , Jaipur,Education - UG / PGRole DescriptionExperience in private wealth management, portfolio management, and client...

  • Wealth Management

    1 week ago

    Delhi, Delhi, India ManasaMitr Full time ₹ 2,00,00,000 - ₹ 5,00,00,000 per year

    Location: Delhi (Bhikaji), Noida, Kolkata, Bangalore, Hyderabad, Chennai, Mumbai, PuneAbout the Role: We are seeking an experienced and dynamic Wealth Management professional to manage and grow client relationships while achieving AUM and revenue targets. The ideal candidate will have a strong background in financial planning, investment advisory, and client...

  • Director- Wealth Management

    2 weeks ago

    Delhi, Delhi, India JR Laddha Financial Services Full time ₹ 15,00,000 - ₹ 30,00,000 per year

    Job Description- Job Title: Director- Wealth Management - Business DevelopmentLocation: Delhi / BangaloreReports To: Manoj LaddhaDepartment: Wealth ManagementCompensation: INR LPA (Fixed) + Performance-Based Incentives._____________________________________________________________________________Role Overview:As the Director of Wealth Management, you will be...

  • Director- Wealth Management

    1 week ago

    Delhi, Delhi, India JR Laddha Financial Services Pvt. Ltd. Full time ₹ 10,00,000 - ₹ 30,00,000 per year

    Job Description- Job Title: Director- Wealth Management - Business DevelopmentLocation: Delhi / BangaloreReports To: Manoj LaddhaDepartment: Wealth ManagementCompensation: INR LPA (Fixed) + Performance-Based Incentives._____________________________________________________________________________Role Overview:As the Director of Wealth Management, you will be...

  • Wealth Relationship Manager

    2 weeks ago

    Delhi, Delhi, India GREEN GAIN Full time ₹ 3,00,00,000 - ₹ 6,00,00,000 per year

    We are seeking an experienced and result-oriented Wealth Relationship Manager to drive our wealth management business with a strong focus on B2B partnerships and HNI/corporate client acquisition. The candidate will play a vital role in expanding the company's network, managing client relationships, and contributing to overall business growth.Key Roles &...

  • Wealth Relationship Manager in Delhi

    1 week ago

    Delhi, Delhi, India Green Gain Financial Services LLP Full time ₹ 2,50,000 - ₹ 5,00,000 per year

    We are seeking an experienced and result-oriented Wealth Relationship Manager to drive our wealth management business with a strong focus on B2B partnerships and HNI/corporate client acquisition. The candidate will play a vital role in expanding the company's network, managing client relationships, and contributing to overall business growth.Key...