Relationship Manager- Wealth

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.

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