Investment Advisor

18 hours ago


Delhi, Delhi, India Truemind Capital Full time ₹ 15,00,000 - ₹ 25,00,000 per year

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


  • Delhi, Delhi, India Invos Research ® Full time

    Company DescriptionInvos Research is at the forefront of technology innovation in the financial market space, providing an advanced AI-powered data platform for market research. Our services and platform enable strategic decision-making through cutting-edge research methodologies combined with the unparalleled power of GenerativeAI. We revolutionize...

  • Financial Advisor

    2 weeks ago


    Delhi, Delhi, India Peergrowth Full time ₹ 12,00,000 - ₹ 36,00,000 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...


  • Delhi, Delhi, India Lighthouse Search Opc Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Role & responsibilitiesThe Head of Family Office will be responsible for the strategic management of the familys investment portfolio across public equities, private markets, and fixed income instruments. The incumbent will serve as a trusted advisor to the family, ensuring prudent capital allocation, robust risk management, and sustainable long-term wealth...

  • Financial Advisor

    6 days ago


    Delhi, Delhi, India kotak life Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Company DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role for a Financial Advisor, located in Delhi, India. The Financial Advisor will be responsible for providing financial planning advice to clients, assisting with investment strategies, retirement planning, and overall financial advisory. They will meet with...


  • Delhi, Delhi, India Anicut Capital Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    About Anicut CapitalAnicut Capital is a leading Alternatives Investments platform in India. The position is with Anicut Equity Fund, a growth stage equity fund focused on backing high-quality businesses in India first business opportunities with a focus onconsumer, financial services, healthcare, and technologybusinesses. The fund typically invests atSeries...


  • Delhi, Delhi, India 1CR Club Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Company Description1CR Club is a comprehensive wealth management and financial advisory platform designed to help individuals and families plan, invest, and prosper with confidence. We offer personalized roadmaps for financial independence, execute investments seamlessly, and provide proven strategies and expert guidance for wealth growth. Our end-to-end...

  • Commodity advisor

    6 days ago


    Delhi, Delhi, India Motilal Oswal Financial Services Ltd Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Company DescriptionMotilal Oswal Financial Services Ltd. (MOFSL) was founded in 1987 and has grown into a team of over 12,000 members with a customer-first attitude and focus on ethical business practices. We offer a wide range of financial products and services, including Private Wealth, Asset Management, Investment Banking, and Commodity Broking....

  • Analyst/Sr Analyst AIF

    20 hours ago


    Delhi, Delhi, India OKAS - DMI Alternative Investment Fund Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Job Purpose:Assist in Origination, due diligence, development, and implementation of commercially viable distressed private equity investment opportunities in the real estate and allied sectors for the achievement of returns targeted by the investors in the fund.Principal Accountabilities:1.Deal EvaluationPrepare market reports to identify demand and supply...


  • Delhi, Delhi, India GearHire Solutions Full time

    About the Role:An exciting opportunity for fresh graduates looking to launch their career in Investment Banking with a focus on sustainability and ESG-driven finance. This role is with a leading global investment bank that has offices in key financial hubs, including India, the UK, and the UAE.This is an entry-level position designed for individuals with a...


  • Delhi, Delhi, India Anand Rathi Share and Stock Brokers Ltd Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    Company DescriptionAnand Rathi is a leading full-service investment bank founded in 1994, offering a wide range of financial services and wealth management solutions to institutions, corporations, high-net-worth individuals, and families. The firm has rapidly expanded to over 350 locations across India and internationally in Dubai, Hong Kong, and New York....