New Delhi, Delhi, India
Not disclosed
On-site
Full Time
We are seeking a seasoned Relationship Manager with strong expertise in the stock market and derivatives segment. We’re looking for a candidate who can confidently manage client portfolios, offer market-based investment advice, and drive relationship-based growth. 📍 Location: Moti Nagar, Delhi | 🕒 Full-time | Experience: 5+ Years ✅ Key Responsibilities: The role involves managing a portfolio of clients, offering tailored investment advice, and promoting equity and derivative products. You will be responsible for understanding client needs, recommending suitable trading and investment strategies, and ensuring high levels of client satisfaction. Staying updated on market movements, delivering regular insights, and meeting revenue targets will be essential parts of the role. ✅ Candidate Requirements The ideal candidate will have a minimum of five years of experience in capital markets, with deep knowledge of equities, futures, and options. A strong understanding of market dynamics and trading strategies is essential. You should have proven experience managing HNI or institutional clients, along with excellent communication and advisory skills. Relevant financial certifications such as NISM will be considered an added advantage. 📩 To apply, please send your resume to: hr@merits.in 📞 For inquiries, contact us at 9716360420 Show more Show less
New Delhi, Delhi, India
Not disclosed
On-site
Full Time
📌 Job Opportunity: Accountant (1+ Years Experience) 💼 Salary Range: ₹20,000 – ₹25,000 per month Job Summary: We are seeking a dependable and detail-focused Executive- accounts with a minimum of 1-2 years of experience to manage our financial records and transactions. The ideal candidate will be highly proficient in Tally and Excel , ensuring accurate and timely accounting and reporting. If you're passionate about numbers, meticulous with details, and capable of handling multiple financial responsibilities, we’d love to hear from you. Key Responsibilities: Manage daily accounting tasks including bookkeeping, accounts payable/receivable, and general ledger maintenance. Prepare financial statements such as balance sheets, income reports, and other financial summaries. Record and manage transactions accurately using Tally . Reconcile bank statements to maintain accurate and up-to-date records. Ensure compliance with GST, TDS , and other statutory requirements. Use Excel for financial tracking, analysis, and reporting. Candidate Profile: At least 2 years of experience in accounting or a related role. Strong working knowledge of Tally and Excel . Experience with GST, TDS , and statutory compliance. Bachelor's degree in Accounting, Finance, or a related field is a plus. Show more Show less
Delhi, India
Not disclosed
On-site
Full Time
Job Title: Chief Operating Officer (COO) Location: Moti Nagar, Delhi Experience: 10+ Years Industry Focus: Asset Management Companies (AMC), Wealth Management, Financial Services About the Role: We are seeking a seasoned and results-oriented Chief Operating Officer (COO) to join our leadership team and drive the next phase of operational excellence, strategic execution, and client-centric growth. This role is pivotal in managing internal operations, overseeing regulatory and financial compliance, strengthening client relations, and driving cross-functional synergy across the organization. The ideal candidate will bring a decade of deep-rooted experience in the financial services sector, particularly within AMCs or wealth management firms. You must possess a hands-on approach to leadership, have an existing base of clients, and be proficient in managing teams, building operational processes, and navigating complex regulatory frameworks. Key Responsibilities: 🔹 Strategic Leadership & Execution Collaborate with the CEO and board to define and implement long-term organizational strategies. Translate high-level vision into actionable operational plans and KPIs. Drive business performance and scalability through systems, people, and processes. 🔹 Operational Oversight Supervise day-to-day business operations, ensuring streamlined coordination across all departments. Develop and refine SOPs (Standard Operating Procedures) to improve operational efficiency and productivity. Oversee project execution, process automation, and cross-departmental communication. 🔹 Team Management & Development Lead, mentor, and scale high-performing teams across finance, compliance, marketing, client servicing, and IT operations. Instill a performance-driven, accountable, and collaborative work culture. Conduct regular leadership reviews and talent assessments to ensure the right people are in the right roles. 🔹 Finance, Accounting & Budgeting Oversee financial planning, forecasting, and reporting functions in collaboration with the Finance Head. Ensure strong internal controls, budgetary discipline, and cost management. Supervise accounting practices, fund management, and capital allocation. 🔹 Regulatory Compliance & Risk Management Ensure full compliance with SEBI, IRDAI, and other applicable regulations. Maintain up-to-date knowledge of financial laws, tax codes, and reporting standards. Supervise audits, risk frameworks, and IT compliance protocols. 🔹 Client Engagement & Business Development Maintain and expand a personal portfolio of HNI/UHNI clients. Strengthen client relationships through strategic engagement and personalized wealth strategies. Work closely with business development teams to identify growth opportunities and improve client retention. 🔹 Marketing & Brand Oversight Align marketing strategies with business goals, ensuring measurable ROI on all campaigns. Collaborate on brand positioning, digital strategy, and product marketing to enhance visibility in target markets. Required Skills & Qualifications: Experience: Minimum 10 years in leadership roles within AMCs, wealth management, or financial services firms. Client Network: Must have an established personal client base (HNI/UHNI preferred). Education: Bachelor’s degree in Finance, Economics, Business, or related field; MBA, CFA is strongly preferred. Technical Proficiency: Deep understanding of investment products, mutual funds, PMS, taxation, financial regulations, and operational frameworks. Leadership: Proven ability to lead multi-functional teams and foster a culture of accountability and performance. Compliance & Finance: Expertise in statutory compliance, financial operations, audit readiness, and internal controls. Communication: Excellent interpersonal, negotiation, and presentation skills. What We Offer: · Competitive compensation with performance-linked incentives · High-impact leadership role with direct influence on company direction · Opportunity to work in a forward-thinking, growth-oriented financial firm · A culture that values integrity, autonomy, innovation, and collaboration Show more Show less
Delhi, India
Not disclosed
On-site
Full Time
Position Overview: We are seeking a results-oriented Chief Business Officer (CBO) with over 10 years of proven experience in wealth management, asset management, or financial investments. The ideal candidate must bring a strong personal client base, a high-performance track record, and deep operational expertise across compliance, IT, finance, accounting, and team leadership. The CBO will be responsible for building and scaling the business, driving profitability, strengthening client relationships, and leading cross-functional departments with a sharp focus on revenue generation and brand growth. Key Responsibilities: Strategic Growth & Business Development Lead the development and execution of business strategies focused on sustainable growth and ROI. Expand market share in wealth management, investment products, and AMC services through strategic partnerships and client acquisition. Leverage personal client network to onboard high-value clients and increase AUM (Assets Under Management). Client Relationship Management Maintain, develop, and grow existing HNI/UHNI client relationships. Offer strategic financial advice, portfolio planning, and investment solutions aligned with client goals. Ensure highest standards of client servicing and retention through proactive engagement. Sales & Marketing Leadership Drive end-to-end sales strategy including pipeline management, product positioning, and performance tracking. Supervise marketing campaigns and initiatives aimed at brand positioning, lead generation, and client conversion. Monitor sales KPIs, revenue targets, and ensure consistent achievement or outperformance. Compliance, Risk & Regulatory Oversight Ensure full compliance with SEBI, RBI, IRDA, and other relevant regulatory bodies. Develop and enforce robust risk management policies and operational controls. Coordinate internal audits and manage regulatory filings and due diligence processes. Team Management & Leadership Build, lead, and mentor a high-performing team across departments including sales, advisory, operations, IT, compliance, and support. Implement performance management systems and promote a culture of accountability and results. Provide training, support, and clear career paths for team growth and development. Finance, IT & Operational Excellence Oversee company finances including budgeting, forecasting, MIS, and P&L accountability. Liaise with accounting and audit teams for accurate financial reporting and statutory compliance. Guide IT infrastructure and tech adoption to improve digital operations, client servicing, and data security. Candidate Requirements: Must-Have Experience: Minimum 10 years of experience in Wealth Management, AMC, Investment Advisory, or Stock Markets. Demonstrated success in client acquisition and retention, especially HNI/UHNI segments. Strong background in regulatory compliance, financial governance, and investment product structuring. Proven team leadership experience across multiple departments including sales, operations, and compliance. Technical & Functional Skills: In-depth understanding of financial instruments, mutual funds, PMS, AIFs, equities, and taxation. Solid command over SEBI, RBI, and financial industry regulatory frameworks. Proficient in CRM systems, financial analytics tools, Excel reporting, and digital marketing platforms. Preferred Attributes: Existing client book with consistent AUM and revenue contribution. Exceptional communication, negotiation, and interpersonal skills. Strategic thinker with an entrepreneurial mindset and a focus on execution and scale. Ability to work under pressure and drive performance across multi-disciplinary teams. Why Join Us? As CBO, you will enjoy autonomy, influence, and the platform to monetize your existing client base while leading a high-performing team in a merit-based culture. Show more Show less
New Delhi, Delhi, India
Not disclosed
On-site
Full Time
Position Overview: We are seeking a results-oriented Chief Business Officer (CBO) with over 7-10 years of proven experience in wealth management, asset management, or financial investments. The ideal candidate must bring a strong personal client base, a high-performance track record, and deep operational expertise across compliance, IT, finance, accounting, and team leadership. The CBO will be responsible for building and scaling the business, driving profitability, strengthening client relationships, and leading cross-functional departments with a sharp focus on revenue generation and brand growth. 💼 Salary Package: Up to ₹1,00,000 per month (commensurate with experience and performance) Key Responsibilities: Strategic Growth & Business Development Lead the development and execution of business strategies focused on sustainable growth and ROI. Expand market share in wealth management, investment products, and AMC services through strategic partnerships and client acquisition. Leverage personal client network to onboard high-value clients and increase AUM (Assets Under Management). Client Relationship Management Maintain, develop, and grow existing HNI/UHNI client relationships. Offer strategic financial advice, portfolio planning, and investment solutions aligned with client goals. Ensure highest standards of client servicing and retention through proactive engagement. Sales & Marketing Leadership Drive end-to-end sales strategy including pipeline management, product positioning, and performance tracking. Supervise marketing campaigns and initiatives aimed at brand positioning, lead generation, and client conversion. Monitor sales KPIs, revenue targets, and ensure consistent achievement or outperformance. Compliance, Risk & Regulatory Oversight Ensure full compliance with SEBI, RBI, IRDA, and other relevant regulatory bodies. Develop and enforce robust risk management policies and operational controls. Coordinate internal audits and manage regulatory filings and due diligence processes. Team Management & Leadership Build, lead, and mentor a high-performing team across departments including sales, advisory, operations, IT, compliance, and support. Implement performance management systems and promote a culture of accountability and results. Provide training, support, and clear career paths for team growth and development. Finance, IT & Operational Excellence Oversee company finances including budgeting, forecasting, MIS, and P&L accountability. Liaise with accounting and audit teams for accurate financial reporting and statutory compliance. Guide IT infrastructure and tech adoption to improve digital operations, client servicing, and data security. Candidate Requirements: Must-Have Experience: Minimum 10 years of experience in Wealth Management, AMC, Investment Advisory, or Stock Markets. Demonstrated success in client acquisition and retention, especially HNI/UHNI segments. Strong background in regulatory compliance, financial governance, and investment product structuring. Proven team leadership experience across multiple departments including sales, operations, and compliance. Technical & Functional Skills: In-depth understanding of financial instruments, mutual funds, PMS, AIFs, equities, and taxation. Solid command over SEBI, RBI, and financial industry regulatory frameworks. Proficient in CRM systems, financial analytics tools, Excel reporting, and digital marketing platforms. Preferred Attributes: Existing client book with consistent AUM and revenue contribution. Exceptional communication, negotiation, and interpersonal skills. Strategic thinker with an entrepreneurial mindset and a focus on execution and scale. Ability to work under pressure and drive performance across multi-disciplinary teams. ✅ What We Expect from You: Entrepreneurial ownership and long-term accountability Client-centric mindset with a focus on HNI/UHNI servicing Strong, inspiring leadership across cross-functional teams Effective collaboration across departments (sales, IT, finance, etc.) ✅ What We Don’t Expect from You: Passive leadership or executive detachment Short-term opportunism lack of delegation Resistance to change Why Join Us? Why Join Us? As CBO, you will enjoy autonomy, influence, and the platform to monetize your existing client base while leading a high-performing team in a fast-growing financial enterprise. Show more Show less
Delhi, India
Not disclosed
On-site
Full Time
Key Responsibilities: Strategic Growth & Business Development Lead the development and execution of business strategies focused on sustainable growth and ROI. Expand market share in wealth management, investment products, and AMC services through strategic partnerships and client acquisition. Leverage personal client network to onboard high-value clients and increase AUM (Assets Under Management). Client Relationship Management Maintain, develop, and grow existing HNI/UHNI client relationships. Offer strategic financial advice, portfolio planning, and investment solutions aligned with client goals. Ensure highest standards of client servicing and retention through proactive engagement. Sales & Marketing Leadership Drive end-to-end sales strategy including pipeline management, product positioning, and performance tracking. Supervise marketing campaigns and initiatives aimed at brand positioning, lead generation, and client conversion. Monitor sales KPIs, revenue targets, and ensure consistent achievement or outperformance. Compliance, Risk & Regulatory Oversight Ensure full compliance with SEBI, RBI, IRDA, and other relevant regulatory bodies. Develop and enforce robust risk management policies and operational controls. Coordinate internal audits and manage regulatory filings and due diligence processes. Team Management & Leadership Build, lead, and mentor a high-performing team across departments including sales, advisory, operations, IT, compliance, and support. Implement performance management systems and promote a culture of accountability and results. Provide training, support, and clear career paths for team growth and development. Finance, IT & Operational Excellence Oversee company finances including budgeting, forecasting, MIS, and P&L accountability. Liaise with accounting and audit teams for accurate financial reporting and statutory compliance. Guide IT infrastructure and tech adoption to improve digital operations, client servicing, and data security. Candidate Requirements: Must-Have Experience: Minimum 10 years of experience in Wealth Management, AMC, Investment Advisory, or Stock Markets. Demonstrated success in client acquisition and retention, especially HNI/UHNI segments. Strong background in regulatory compliance, financial governance, and investment product structuring. Proven team leadership experience across multiple departments including sales, operations, and compliance. Technical & Functional Skills: In-depth understanding of financial instruments, mutual funds, PMS, AIFs, equities, and taxation. Solid command over SEBI, RBI, and financial industry regulatory frameworks. Proficient in CRM systems, financial analytics tools, Excel reporting, and digital marketing platforms. Preferred Attributes: Existing client book with consistent AUM and revenue contribution. Exceptional communication, negotiation, and interpersonal skills. Strategic thinker with an entrepreneurial mindset and a focus on execution and scale. Ability to work under pressure and drive performance across multi-disciplinary teams. Why Join Us? As Head of sales, you will enjoy autonomy, influence, and the platform to monetize your existing client base while leading a high-performing team in a merit-based culture. Show more Show less
Delhi, India
Not disclosed
On-site
Full Time
Key Responsibilities: Strategic Growth & Business Development Lead the development and execution of business strategies focused on sustainable growth and ROI. Expand market share in wealth management, investment products, and AMC services through strategic partnerships and client acquisition. Leverage personal client network to onboard high-value clients and increase AUM (Assets Under Management). Client Relationship Management Maintain, develop, and grow existing HNI/UHNI client relationships. Offer strategic financial advice, portfolio planning, and investment solutions aligned with client goals. Ensure highest standards of client servicing and retention through proactive engagement. Sales & Marketing Leadership Drive end-to-end sales strategy including pipeline management, product positioning, and performance tracking. Supervise marketing campaigns and initiatives aimed at brand positioning, lead generation, and client conversion. Monitor sales KPIs, revenue targets, and ensure consistent achievement or outperformance. Compliance, Risk & Regulatory Oversight Ensure full compliance with SEBI, RBI, IRDA, and other relevant regulatory bodies. Develop and enforce robust risk management policies and operational controls. Coordinate internal audits and manage regulatory filings and due diligence processes. Team Management & Leadership Build, lead, and mentor a high-performing team across departments including sales, advisory, operations, IT, compliance, and support. Implement performance management systems and promote a culture of accountability and results. Provide training, support, and clear career paths for team growth and development. Finance, IT & Operational Excellence Oversee company finances including budgeting, forecasting, MIS, and P&L accountability. Liaise with accounting and audit teams for accurate financial reporting and statutory compliance. Guide IT infrastructure and tech adoption to improve digital operations, client servicing, and data security. Candidate Requirements: Must-Have Experience: Minimum 10 years of experience in Wealth Management, AMC, Investment Advisory, or Stock Markets. Demonstrated success in client acquisition and retention, especially HNI/UHNI segments. Strong background in regulatory compliance, financial governance, and investment product structuring. Proven team leadership experience across multiple departments including sales, operations, and compliance. Technical & Functional Skills: In-depth understanding of financial instruments, mutual funds, PMS, AIFs, equities, and taxation. Solid command over SEBI, RBI, and financial industry regulatory frameworks. Proficient in CRM systems, financial analytics tools, Excel reporting, and digital marketing platforms. Preferred Attributes: Existing client book with consistent AUM and revenue contribution. Exceptional communication, negotiation, and interpersonal skills. Strategic thinker with an entrepreneurial mindset and a focus on execution and scale. Ability to work under pressure and drive performance across multi-disciplinary teams. Why Join Us? As CBO, you will enjoy autonomy, influence, and the platform to monetize your existing client base while leading a high-performing team in a merit-based culture. Show more Show less
Delhi, India
Not disclosed
On-site
Full Time
Looking to work on meaningful projects with real impact? We’re looking for a multi-skilled freelance digital marketer who’s not only a pro at running high-performing Google & Meta campaigns , but also has a creative eye for video editing and a solid grip on website development . Role Overview: You’ll be our go-to expert for planning, executing, and optimizing digital campaigns, creating scroll-stopping video content, and ensuring our website performs as smoothly as our strategy. We’re Looking For Someone Who Can: ✅ Plan and manage paid campaigns on Google & Meta (FB/IG) ✅ Create and edit short-form videos/reels/ads using tools ✅ Make quick updates and manage WordPress or no-code websites ✅ Track analytics and optimize for better performance ✅ Collaborate with our team to brainstorm creative growth ideas Ideal Skills: 2+ years of freelance or agency experience Strong understanding of ad funnels, audience targeting & conversion tracking Video editing skills Basic website development Creative thinker with strong attention to detail Reliable, communicative, and deadline-driven Send us your portfolio , campaign screenshots or results, and a quick note on why you’d be a great fit. Show more Show less
Delhi, India
None Not disclosed
On-site
Full Time
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 Show more Show less
Delhi, India
None Not disclosed
On-site
Full Time
Job Location: Moti Nagar, New Delhi 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: Understand clients’ financial goals, risk tolerance, and investment preferences through detailed consultations. Develop personalized financial planning strategies to help clients achieve short-term and long-term financial objectives. Build and nurture strong, long-term relationships with clients. Educate clients on Merits Capital’s financial products, investment options, and planning tools suited to their needs. Leverage the client base to generate new opportunities and expand business relationships. Manage client portfolios by making informed investment decisions aligned with their financial plans. Conduct thorough market research and analysis to identify growth opportunities and potential threats. Provide ongoing financial guidance and adjust plans as clients’ life circumstances or market conditions change. 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 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
New Delhi, Delhi, India
None Not disclosed
On-site
Full Time
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: 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
New Delhi, Delhi, India
None Not disclosed
On-site
Full Time
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: 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
Delhi, India
None Not disclosed
On-site
Full Time
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: www.merits.in
New Delhi, Delhi, India
None Not disclosed
On-site
Full Time
We are seeking a seasoned Relationship Manager with strong expertise in the stock market and derivatives segment. We’re looking for a candidate who can confidently manage client portfolios, offer market-based investment advice, and drive relationship-based growth. 📍 Location: Moti Nagar, Delhi | 🕒 Full-time | Experience: 3+ Years ✅ Key Responsibilities: The role involves managing a portfolio of clients, offering tailored investment advice, and promoting equity and derivative products. You will be responsible for understanding client needs, recommending suitable trading and investment strategies, and ensuring high levels of client satisfaction. Staying updated on market movements, delivering regular insights, and meeting revenue targets will be essential parts of the role. ✅ Candidate Requirements The ideal candidate will have a minimum of five years of experience in capital markets, with deep knowledge of equities, futures, and options. A strong understanding of market dynamics and trading strategies is essential. You should have proven experience managing HNI or institutional clients, along with excellent communication and advisory skills. Relevant financial certifications such as NISM will be considered an added advantage. 📩 To apply, please send your resume to: hr@merits.in 📞 For inquiries, contact us at 9716360420
Delhi, India
None Not disclosed
On-site
Full Time
Company Website: www.merits.in Job Location: Moti Nagar, New Delhi 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. 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
New Delhi, Delhi, India
None Not disclosed
On-site
Full Time
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: 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
delhi
INR Not disclosed
On-site
Full Time
As a Sales Manager at Merits Capital Private Limited, located in Moti Nagar, New Delhi, you will play a crucial role in expanding our business relationships and driving revenue growth. Leveraging your existing client base, you will generate new sales opportunities and implement strategies to achieve sales targets. Building strong, long-term relationships with clients and understanding their financial needs will be key in promoting suitable products and services. Your exceptional customer service skills will ensure satisfaction throughout the sales process. Collaboration with internal teams to resolve client issues and achieve organizational goals is essential. Staying updated on industry trends, market developments, and competitor activities will help in identifying new growth opportunities. You will be responsible for preparing accurate sales reports and forecasts for management, as well as developing a thorough understanding of Merits Capital's products and services. Requirements for this role include a minimum of 2 years of experience in wealth management or a related field, with a preference for MBA graduates. Possessing relevant certifications such as Certified Financial Planner (CFP) or appropriate regulatory licenses will be advantageous. A proven track record of exceeding sales targets, strong communication skills, and the ability to work both independently and in a team environment are essential. In return, we offer a competitive salary with an attractive commission structure, opportunities for career advancement, and a collaborative work environment. If you are passionate about sales, client relationships, and seeking career growth in the financial services industry, we encourage you to apply to join our team at Merits Capital Private Limited. We are an equal opportunity employer dedicated to recognizing and rewarding deserving team members. Please submit your resume and cover letter for consideration.,
delhi
INR Not disclosed
On-site
Full Time
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,
Delhi, India
None Not disclosed
On-site
Full Time
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
Delhi, India
None Not disclosed
On-site
Full Time
Company Website: www.merits.in Job Location: Moti Nagar, New Delhi 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. 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
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