Wealth Manager

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: www.merits.in

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