Location: Delhi
Experience: 2–5 Years
Employment Type: Full-Time
About the Role
Join Merits Capital, A leading wealth and investment management firm, as a Wealth Advisor. In this role, you will acquire new clients, provide equity investment advisory, build long term client relationships, and drive AUM and revenue growth.
Key Responsibilities
- Acquire new clients for wealth advisory and investment services.
- Understand clients' financial goals and provide tailored equity investment recommendations.
- Build and manage long term client relationships.
- Drive revenue through wealth advisory and wealth management solutions.
- Cross sell Mutual Funds, PMS, AIFs, Insurance and other investment products.
- Achieve targets for client acquisition, AUM growth, revenue and client retention.
- Ensure compliance with regulatory and internal policies.
Requirements
- Graduate or Postgraduate with 2+ years of relevant experience.
- Experience in Wealth Management,
Investment Advisory, Broking, Capital Markets or HNI Client Acquisition.
- NISM VIII certification preferred.
Why Join Merits Capital?
- Research & AI driven platform with cutting edge technology and algorithmic strategies.
- Complete wealth management ecosystem with diverse investment solutions and leading brokerage platforms.
- Performance based rewards with transparent incentives and an attractive joining bonus.
- Fast track growth opportunities with strong leadership support and opportunities to reach CXO level roles.
Pay: ₹40,000.00 - ₹90,000.00 per month
Experience:
- Equity and Wealth Management: 2 years (Preferred)