Merisis Wealth

Bangalore, Mumbai, Delhi – 09/12/2023

Salary – 25LPA – 40LPA

Job Title

Senior RM

Company Profile

Merisis Advisors is one of India’s leading investment banking firms offering independent advisory services on fundraising and M&A to emerging growth & mid-market segment corporate clients and institutional investors. Merisis means “growth” and the company is committed to bringing about growth for its clients. Their expertise covers fundraising and M&A services. Founded in 2010, Merisis has built a reputation for high-quality results in this space, especially in Technology, Consumer, Healthcare, Logistics, Fintech, and associated sectors.

Job Description

  • The RM will work as an advisor to identify and develop new opportunities to deliver
    advice and solutions to existing clients, and acquire new Wealth Management prospects
    Identify customer needs and provide them with the right financial planning assistance and
    asset allocation with the help of our Investment Advisory services
    ● Build and deepen relationships with existing UHNI Customers to achieve an increase in
    the share of wallet
    ● Acquire New Clients for the firm and also develop new territories
    ● Be able to work with colleagues of other divisions of the bank to Cross Sell products and
    services to clients
    ● Deliver Sales Targets
    ● An advisor needs to expand existing client relationships, improve client satisfaction,
    strengthen client commitment, ensure client retention and grow revenue Wealth
    Management while acquiring new clients as well

Preferred Qualifications

  • Excellent written and oral communication skills
    ● Strong Organizational Skills
    ● Experience in investment/financial services & knowhow of capital markets knowledge
    ● Strong Teamwork and Collaboration
    ● Relationship Management & Interpersonal skills

Desired Candidate Profile

  • Excellent written and oral communication skills
  • Strong Organizational Skills
  • 12-18 years experience required
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