Team Lead - Equity/Wealth

Location: Delhi
Experience: 5–8 Years
Employment Type: Full-Time

About the Role

Join Merits Capital, A leading wealth and investment management firm, as an Equity 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

• Lead/Form a team of equity/wealth advisors
• Acquire new clients for equity advisory and investment services.
• Understand clients' financial goals and provide tailored equity investment recommendations.
• Build and manage long term client relationships.
• Drive revenue through equity 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 3**+ 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 career growth with strong leadership support and opportunities to reach CXO level roles.

Pay: From ₹70,000.00 per month

Work Location: In person