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Join the Merits Capital Market Services Pvt. Ltd. team as a Full Time Wealth Manager on Erekrut, specializing in Wealth Management in the Market Research industry. We are seeking talented individuals with a passion for Banking and educational qualifications ranging from 4-6 Years.

Apply now on Erekrut to take the next step in your career with a leading global company.

We’re Hiring for Wealth Manager

Compensation- 30k-50k/pm with lucrative incentive structures

Experience Required- 3 to 5 year

Are you passionate about the markets and skilled at building lasting client relationships? We’re looking for a dynamic Broking Relationship Manager to spearhead client acquisition, nurture long-term partnerships, and drive trading activities across equity and derivatives.

In this role, you’ll be responsible for growing and managing a robust client base, providing personalized investment solutions, and contributing to business expansion through a blend of sales, advisory, and proactive portfolio management.

What You’ll Do

- Acquire recent clients through networking, referrals, and proactive outreach strategies
- Strengthen and expand existing client relationships by delivering top-quality broking services
- Offer tailored investment advisory in equities and derivatives aligned with client goals
- Execute client trades with precision and efficiency across market segments
- Drive revenue by meeting sales targets and cross-selling/up-selling financial products
- Monitor client portfolios, identify new opportunities, and manage risks effectively
- Stay ahead of market movements, research insights, and regulatory updates to guide clients

What You Need

- Strong knowledge of equity and derivative markets




- Proven success in client acquisition and retention within broking/financial services
- Valid NISM certifications (Equity & Derivatives)
- Exceptional communication, negotiation, and relationship-building skills

What We Expect from You

- Consistently meet and exceed monthly client acquisition and revenue targets
- Maintain a minimum number of active trading clients and ensure high client engagement
- Demonstrate proactive outreach — not waiting for leads but building your own network
- Uphold the highest levels of compliance, transparency, and ethical standards in all dealings
- Stay updated with markets and regulations and translate insights into actionable client strategies
- Contribute to the team’s growth by sharing best practices and innovative approaches

If you thrive in a fast-paced financial environment and are motivated by targets, client success, and market opportunities, this is the role for you!

Basic Eligibility Filters

- Education Level: Post graduate/MBA (preferably in Finance, Commerce, or Economics) with a consistently strong academic track record (90%+ scoring preferred).
- Certifications: NISM (Equity & Derivatives) – mandatory knockout filter.
- Location: Must be based in Delhi NCR (preferably Delhi-born).
- Industry Background: Minimum 5 years in broking, financial services, or wealth management with a stable career track record.
- Client Network:



Should have an organic client base / network and proven success in client acquisition and retention.
- HNIs / Ultra-HNIs: Strong penetration and relationship management with HNI and Ultra-HNI clients.
- Product Exposure: Hands-on trading and advisory in equity, derivatives, wealth management, and insurance cross-selling.
- Sales & Advisory Skills: Proven performer with a sales-driven and advisory mindset, incentive earner, and target achiever.
- Communication & Personality: Excellent communication skills, extroverted personality, confident in building rapport and long-term trust.
- Tech Skills: Tech-savvy, AI-fluent, and comfortable with digital tools for client engagement and portfolio management.
- Trading Skills: Should have good speed and accuracy in operating the trading terminal.
- Social Presence: Strong professional presence on LinkedIn and other social platforms with good engagement numbers.
- Team-Building Ability: Confident to take leadership initiatives and form/manage a team in the future.
- Job Switch Reasoning: Reason for career move should be logical, growth-driven, and aligned with long-term goals.

Designation

Wealth Manager

Key Skills

Advisory SellingAI Tools for FinanceBusiness DevelopmentClient AcquisitionClient Relationship ManagementCross-Selling & Up-SellingCustomer RetentionDerivatives Trading & AdvisoryDigital Client EngagementEquity AdvisoryFinancial Markets KnowledgeFinancial Product KnowledgeHigh Net Worth Client ServicingHNIs & Ultra-HNIs Relationship ManagementInsuranceInvestment SolutionsMarket Research & AnalysisMutual FundsNegotiation SkillsPortfolio Management

Industry

Market Research

Functional Area

Banking

Employment Type

Full Time

Education

Graduation/Diploma

Job Type

Work From Office

📌 Wealth Manager (West Delhi)
🏢 Merits Capital Market Services
📍 West Delhi