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Role Overview: As a Wealth Manager at Merits Capital Private Limited, you will play a crucial role in leveraging your existing client base to generate new sales opportunities, develop strategies to achieve sales targets, and build long-term client relationships. Your focus will be on understanding clients' financial needs, providing exceptional service, and staying updated on industry trends to identify growth opportunities. This position requires you to manage client portfolios, conduct market research, and collaborate with internal teams to ensure client satisfaction and organizational goals are met. 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. Qualifications Required: - 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. Company Details: Merits Capital Private Limited is a leading financial services firm committed to providing exceptional service and fostering long-term client partnerships. The company offers a competitive salary with an attractive commission structure, opportunities for career advancement, and a collaborative work environment.Visit the company website at www.merits.in for more information. Job Location: Moti Nagar, New Delhi Join Our Team: Merits Capital Private Limited values talent and hard work, offering the opportunity for you to excel in sales, client relationships, and career growth. If you are passionate about making a significant impact in the financial services industry, we invite you to apply. Merits Capital is an equal opportunity employer dedicated to recognizing and rewarding deserving team members. Submit your resume and cover letter to be considered for this exciting opportunity. Role Overview: As a Wealth Manager at Merits Capital Private Limited, you will play a crucial role in leveraging your existing client base to generate new sales opportunities, develop strategies to achieve sales targets, and build long-term client relationships. Your focus will be on understanding clients' financial needs, providing exceptional service, and staying updated on industry trends to identify growth opportunities. This position requires you to manage client portfolios, conduct market research, and collaborate with internal teams to ensure client satisfaction and organizational goals are met. 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. Qualifications Required: - Minimum of 2 years of experience in wealth management or a related field. - MBA graduates are preferred. - R
