Relationship Manager

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. - Understand clients" financial goals, risk tolerance, and investment preferences - Develop personalized financial planning strategies for clients - Build and nurture strong, long-term client relationships 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. - Educate clients on financial products, investment options, and planning tools - Leverage existing client base for 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. - Make informed investment decisions aligned with clients" financial plans - Conduct market research and analysis for growth opportunities - Provide ongoing financial guidance and adjust plans as needed To be successful in this role, you should have: - 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 - Strong client base with established relationships in relevant industries - Excellent communication, negotiation, and interpersonal skills - Proficiency in CRM software and MS Office Suite 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.,