3 Financial Guidance Jobs

You will be joining Merits Capital Private Limited, a prominent financial services firm located in Moti Nagar, New Delhi. We are currently seeking an experienced and motivated Wealth Manager with a strong client base. In this role, your primary focus will be on leveraging your existing relationships to drive business growth, provide exceptional service, and establish long-lasting client partnerships. If you have a proven track record in meeting sales targets and enjoy building meaningful connections with clients, this opportunity is ideal for you. Your responsibilities will include understanding clients" financial objectives, risk tolerance, and investment preferences through detailed consultations. You will be tasked with developing personalized financial plans to assist clients in achieving both short-term and long-term financial goals. Building and maintaining strong client relationships will be crucial, as well as educating clients on our financial products and investment options tailored to their needs. Furthermore, you will use your client base to identify new opportunities and expand business relationships, while also managing client portfolios by making informed investment decisions aligned with their financial plans. Market research and analysis will also be part of your role to identify growth opportunities and potential threats, and you will provide ongoing financial guidance, adjusting plans as needed based on clients" changing life circumstances or market conditions. To qualify for this position, you should have a minimum of 2 years of experience in wealth management or a related field, with preference given to MBA graduates. Possessing relevant certifications such as Certified Financial Planner (CFP) or appropriate regulatory licenses (e.g., SEC) would be advantageous. Demonstrated success in exceeding sales targets and driving business growth, along with a strong existing client base and established industry relationships, are essential. Excellent communication, negotiation, and interpersonal skills are required, as well as self-motivation, results orientation, and the ability to work both independently and collaboratively. Proficiency in CRM software and the MS Office Suite is also expected. In return, we offer a competitive salary with an attractive commission structure, opportunities for career advancement, and a collaborative and dynamic work environment. If you are passionate about sales, client relationships, and professional development, we encourage you to apply and become a part of our team at Merits Capital Private Limited, where talent and hard work are valued and rewarded. To be considered, please submit your resume and cover letter, as we are an equal opportunity employer dedicated to acknowledging and appreciating deserving team members. To learn more about us, please visit our website at www.merits.in.,

As a Wealth Manager at Merits Capital Private Limited, you will be responsible for understanding clients" financial goals, risk tolerance, and investment preferences through detailed consultations. Your role will involve developing personalized financial planning strategies to help clients achieve both short-term and long-term financial objectives. Building and nurturing strong, long-term relationships with clients will be a key aspect of your responsibilities. You will also be expected to educate clients on Merits Capital's financial products, investment options, and planning tools that are best suited to their individual needs. Leveraging the existing client base to generate new opportunities and expand business relationships will be crucial for driving business growth. Managing client portfolios by making informed investment decisions aligned with their financial plans, conducting thorough market research and analysis to identify growth opportunities and potential threats, and providing ongoing financial guidance while adjusting plans as clients" life circumstances or market conditions change will also be part of your role. To be successful in this role, you should have a minimum of 2 years of experience in wealth management or a related field. MBA graduates are preferred, and relevant certifications such as Certified Financial Planner (CFP) or appropriate regulatory licenses (e.g., SEC) are a plus. A proven track record of exceeding sales targets, strong existing client base with established relationships in relevant industries, excellent communication, negotiation, and interpersonal skills, as well as proficiency in CRM software and MS Office Suite are required. We offer a competitive salary with an attractive commission structure, opportunities for career advancement and professional growth, and a collaborative and dynamic work environment. If you are passionate about sales, client relationships, and career growth, we invite you to join our team at Merits Capital Private Limited. Merits Capital is an equal opportunity employer that values talent and hard work. If you believe you have what it takes to excel in this role, please submit your resume and cover letter for consideration. Company Website: www.merits.in,

As a Manager - Sales Operations at Bunge, you will be responsible for overseeing service delivery management and transformation of the Customer Service & Sales Support function. Leading a team engaged in service delivery, controls adherence, and period-end closing & reporting for different regions within BEMEA/BAS/BNA, you will identify improvement and automation opportunities within existing processes. As a proactive and deadline-driven task manager, you will be motivated by making an impact on your workplace and thrive on recognizing challenges, implementing solutions, monitoring success, and continuously thinking outside the box to optimize processes. Your main accountabilities will include operational leadership and team management, where you will oversee the end-to-end Customer Service & sales order process, collaborate with cross-functional teams, develop standard operating procedures, and ensure service delivery excellence meeting client KPIs and SLAs. You will also be responsible for managing budgets, optimizing resource allocation, owning the strategy for managing customer claims, and leading cross-functional teams to address claims issues. Additionally, you will provide oversight on customer support & guidance, strategic account management, and drive process optimization initiatives to improve operational efficiency and customer experience. Your role will involve driving automation, AI, and technology adoption within the order management and claims processes, designing and executing change management strategies, and engaging with global teams and clients to foster collaboration for transformation initiatives. You will be expected to provide regular reports and dashboards on team performance, customer satisfaction, and program outcomes to senior leadership, analyze key customer success metrics, and maintain a customer-centric approach by prioritizing client satisfaction and proactively addressing their needs. Your key competencies will include having a global mindset, customer-centric approach, transformational leadership, and resilience to thrive in a dynamic environment with competing priorities. To excel in this role, you should have a bachelor's degree in business administration, Supply Chain Management, or a related field, with 12+ years of experience in Customer Service & Sales Support operations, shared services, or BPO environments, including at least 5 years in a senior leadership role. Proficiency in driving organizational transformation, change management, stakeholder engagement, and strong understanding of supply chain, logistics, and customer service operations will be essential. Familiarity with technologies such as SAP, BI Tools, SharePoint, Salesforce, and automation tools is highly desirable, along with experience working in a similar Shared Services Centre setup and having strong Customer Service & Sales Support Domain expertise. If you are passionate about delivering exceptional customer service, driving innovation, and optimizing processes to achieve organizational goals, then this role at Bunge will provide you with an opportunity to make a significant impact in a global environment.,