Wealth manager associate

6 days ago

Delhi, Delhi, India Merits Capital Market Services Pvt. Ltd. Full time ₹ 15,00,000 - ₹ 28,00,000 per year

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 weeks ago

    Delhi, Delhi, India SMC Private Wealth Full time ₹ 15,00,000 - ₹ 20,00,000 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 Product Specialist

    2 weeks ago

    Delhi, Delhi, India SMC Private Wealth Full time ₹ 9,00,000 - ₹ 12,00,000 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 Manager

    1 week ago

    Delhi, Delhi, India InCred Premier Full time ₹ 15,00,000 - ₹ 28,00,000 per year

    Company DescriptionInCred Premier is dedicated to helping affluent customers across India achieve financial freedom. We offer a range of financial products and services to help our customers grow and protect their wealth. Our personalized financial products are tailored to each individual's unique goals and needs. Our experienced professionals provide...

  • Wealth Manager

    1 week ago

    Delhi, Delhi, India Prognosis Financial Full time ₹ 15,00,000 - ₹ 28,00,000 per year

    Company DescriptionPrognosis Financial was established in 2013 with a vision to revolutionize wealth management by bringing together a team of passionate experts dedicated to empowering clients. Headquartered in Connaught Place, New Delhi, we serve clients nationwide. Our strength lies in our extensive industry experience and deep understanding of market...

  • Manager wealth management

    2 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 &...

  • Wealth Manager

    1 week ago

    Delhi, Delhi, India Talengage Full time ₹ 10,00,000 - ₹ 20,00,000 per year

    About Our ClientThe client is a Indian NBFC company with multiple officesJob DescriptionPrivate Wealth - WM / RM / Manager / Sr Manager/ AVP / DVPExperience - 2 yrs to 25+ yrsLocation - Mumbai ,Delhi , Pune ,Banglore , Ahmedabad,Jaipur, Chennai ,Raipur ,Ranchi ,KolkataEducation - Graduate /PGROLES & RESPONSIBILITIES: -Wealth Professionals with prior...

  • Manager Wealth Management

    3 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 &...

  • Manager Wealth Management

    2 weeks ago

    Delhi, Delhi, India Maple Capital Advisors Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    Maple Capital Advisorsis 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

    2 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 (www.maple-advisors.com) is a leading boutique investment banking andadvisory...

  • Manager Wealth Management

    2 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 (www.maple-advisors.com) is a leading boutique investment banking andadvisory...