Wealth Advisor

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 career growth 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)

License/Certification:

• Nism VIII Certification (Preferred)

Location:

• Delhi (Preferred)

Work Location: In person