About Merisis Advisors:

Merisis Advisors is one of India's leading investment banking firm offering independent advisory services on fund raising and M&A to emerging growth and mid-market segment corporate clients and institutional investors. Merisis means 'growth' and the company is committed to bring about growth for its clients. Their expertise covers fund raise 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. To know about the transaction variety and client experience please visit www.merisisadvisors.com

Merisis is foraying into the Wealth Management space. We intend to cater to HNW and UHNW clients. Trust and long-term commitment forms the core of our strategy. We are seeking highly energetic, self-motivated individual with a passion to create wholistic, technology driven wealth management experience for its customers. Your excellent strategic thinking, analytical and problem-solving skills, superb people skills, along with effective stakeholder management and a keen eye for detail is what enables you to effectively manage and deliver results for a wide and diverse group of stakeholders. You will be self-motivated and able to effectively manage deadlines, consistently deliver on your numbers, deal with a multitude of different tasks concurrently and prioritize appropriately. In addition, you will possess excellent communication skills and demonstrate strong relationship building skills with both internal departments and external parties.

Key Responsibilities of the role holder:

A fantastic opportunity has arisen for an ambitious and experienced professional to jump start business development and client acquisition for Merisis Wealth. In this key role, the incumbent will act as an experienced and trusted representative of Merisis Wealth to its clients and deliver a range of bespoke services to mid size treasury companies through meaningful Product differentiation and Advisory services.

Key responsibilities include:

- Use financial acumen and investment expertise to review a client's information, work closely with Research and Advisory team to provide superior investment solutions thereby helping the client reach short term and organization investment goals and cash flow management, seamlessly align service delivery for an enhanced customer experience.

- Track the Corporate segment in the market for new client acquisition. To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients' portfolios.

- Focus on business development and achieve growth in relationship value, revenues & improve client stickiness

- Achievement of product-wise targets and cross selling products as per the demographic, lifestyle and risk profiling

- Formulate outbound and inbound sales plan to acquire new Clients for increasing customer base of the portfolio

- To provide & maintain, on an ongoing basis, a daily/weekly sales report, figures, forecasting & any other records which may be required by the Team to keep up-to-date records of sales & performance.