Investment Advisor

3 days ago

Delhi, India Truemind Capital Full time

We are looking for an experienced Investment Advisor/Wealth Manager professional with a background in wealth management, financial planning, and portfolio management.

The ideal candidate should have an existing HNI/UHNI client base and a proven track record of managing an AUM across Mutual Funds, AIFs, and PMS.

Roles and Responsibilities:

  • Acquire and manage HNI/UHNI clients for wealth management and investment advisory services.

  • Explain the financial planning, portfolio management, and investment management solutions of Truemind.

  • Conduct investor awareness sessions, prepare reports, and deliver presentations.

  • Educate potential clients about various investment services through online and offline meetings.

  • Drive new client acquisitions and maintain strong client relationships.

  • Stay updated on market trends, financial products, and regulatory changes.

Candidate Eligibility Criteria:

Residence: Delhi NCR

Education Qualification: CFA Charterholder/MBA(Finance)/CA

Education Background: Finance/Marketing

Work Experience (Yrs): Min. 3 Years & Max 8 Years in Wealth Management/Banking

Work Profile: Acquiring HNI/UHNI clients in wealth/portfolio management, mutual funds, and financial planning

Communication: Good written and spoken English communication

Soft Skills: Presentable; analytical; good interpersonal skills; quick learner, ownership mindset

Miscellaneous Details:

- No product selling targets. Only acquiring clients for wealth management and investment advisory services.

- Mon to Fri full day working (9:30 AM to 6:30 PM) and Saturday half-day working from home

- Work from Office Role; Meeting clients face to face when required

- You will be working directly with the founders in the core team

  • Must have experience in dealing with HNIs/UHNIs portfolios

  • Investment Advisor

    2 weeks ago

    Delhi, India Favcy Venture Builders Full time

    **About Favcy** **About the role** The Investment Advisor is responsible for the acquisition, nurturing, and conversion of angel investors to drive equity deals for our ventures. They will leverage their knowledge of the investment landscape, coupled with their analytical and networking abilities, to grow our community of angel investors and manage the...

  • Investment Advisor

    1 week ago

    Delhi, Delhi, India Karizma Konnect Full time

    Role: - Investment Advisor/Relationship Manager (Wealth ) **Job description** **Roles and Responsibilities** 1. Responsible for new client acquisition, building new relationships & deepening relationships with existing clients. 2. Will be responsible for primarily improving investor network for equity advisory services. 3. Responsible for identifying...

  • Financial Advisor

    7 days ago

    Delhi, Delhi, India Peergrowth Full time ₹ 15,00,000 - ₹ 28,00,000 per year

    Role OverviewWe are seeking an experiencedFinancial Advisorto join our investment management team. The ideal candidate will be responsible for providing comprehensive financial planning, investment advice, and portfolio management solutions to clients, helping them achieve their financial goals while ensuring regulatory compliance.Key ResponsibilitiesBuild...

  • Financial Advisor

    3 days ago

    Delhi, India Peergrowth Full time

    Role Overview We are seeking an experiencedFinancial Advisorto join our investment management team. The ideal candidate will be responsible for providing comprehensive financial planning, investment advice, and portfolio management solutions to clients, helping them achieve their financial goals while ensuring regulatory compliance. Key Responsibilities...

  • Senior Investment Researcher

    7 days ago

    Delhi, Delhi, India beBeeInvestment Full time ₹ 9,00,000 - ₹ 15,00,000

    We are seeking a seasoned investment professional to join our team as a Research Analyst. As a key member of our core team, you will work directly with our founders to provide in-depth research and analysis on various investment products.This is an excellent opportunity for individuals with a strong background in finance and research to take their skills to...

  • Manager Investment Banking

    3 weeks ago

    Delhi, Delhi, India Maple Capital Advisors Full time

    Maple Capital Advisors is seeking an experienced, high-performing Manager-Investment Banking to join our team in New Delhi. This is an immediate opening for candidates who thrive in an entrepreneurial, high-impact environment and have prior frontline experience in M&A and Private Equity transactions. About Maple Capital Advisors Maple Capital Advisors ( is...

  • Manager Investment Banking

    1 week ago

    Delhi, Delhi, India Maple Capital Advisors Full time

    Maple Capital Advisors is seeking an experienced, high-performing Manager-Investment Banking to join our team in New Delhi. This is an immediate opening for candidates who thrive in an entrepreneurial, high-impact environment and have prior frontline experience in M&A and Private Equity transactions.  About Maple Capital Advisors  Maple Capital...

  • Manager Investment Banking

    7 days ago

    New Delhi, India Maple Capital Advisors Full time

    Maple Capital Advisors is seeking an experienced, high-performing Manager-Investment Banking to join our team in New Delhi. This is an immediate opening for candidates who thrive in an entrepreneurial, high-impact environment and have prior frontline experience in M&A and Private Equity transactions.  About Maple Capital Advisors  Maple Capital...

  • Manager Investment Banking

    12 hours ago

    New Delhi, India Maple Capital Advisors Full time

    Maple Capital Advisors is seeking an experienced, high-performing Manager-Investment Banking to join our team in New Delhi. This is an immediate opening for candidates who thrive in an entrepreneurial, high-impact environment and have prior frontline experience in M&A and Private Equity transactions.About Maple Capital AdvisorsMaple Capital Advisors ( is a...

  • Manager Investment Banking

    3 weeks ago

    Delhi, Delhi, India Maple Capital Advisors Full time

    Maple Capital Advisors is seeking an experienced, high-performing Manager-Investment Banking to join our team in New Delhi. This is an immediate opening for candidates who thrive in an entrepreneurial, high-impact environment and have prior frontline experience in M&A and Private Equity transactions. About Maple Capital Advisors Maple Capital Advisors ( is...