Team Lead- Wealth

1 hour ago

Delhi, Delhi, India Merits Capital Market Services Pvt. Ltd. Full time ₹ 12,00,000 - ₹ 36,00,000 per year

Location:
Moti Nagar, Delhi |
Full-time
|
Experience:
5+ Years

We are seeking a
Team Lead
with strong expertise in the
stock market and derivatives segment
, capable of leading a team of Relationship Managers while managing and expanding high-value client portfolios. The ideal candidate will combine market expertise with leadership skills to drive both individual and team performance.


Key Responsibilities:

  • Lead, mentor, and motivate a team of Relationship Managers to achieve revenue and client acquisition targets.
  • Manage personal and team client portfolios, providing strategic investment and trading advice in equities and derivatives.
  • Develop and implement growth strategies for client acquisition and retention.
  • Stay updated on market trends, economic news, and trading opportunities to deliver insights to clients and the team.
  • Conduct regular performance reviews and ensure compliance with company and SEBI regulations.
  • Coordinate with internal departments to ensure smooth execution of trades and client servicing.


Candidate Requirements:

  • Minimum
    5 years of experience
    in capital markets, with at least
    2 years in a leadership or senior RM role.
  • Strong understanding of
    equities, futures, and options trading strategies.
  • Proven track record in handling
    HNI/institutional clients
    and achieving sales/revenue goals.
  • Excellent leadership, communication, and client advisory skills.
  • NISM certifications
    or other relevant financial credentials preferred.

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