
Investment Advisor
18 hours ago
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 & Research Advisor(NISM IA/RA Certified)
16 hours ago
Delhi, Delhi, India Invos Research ® Full timeCompany 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 yearRole 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...
-
Head Family Office Investments
1 week ago
Delhi, Delhi, India Lighthouse Search Opc Full time ₹ 15,00,000 - ₹ 25,00,000 per yearRole & 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 yearCompany 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...
-
Vice President of Investment
1 week ago
Delhi, Delhi, India Anicut Capital Full time ₹ 12,00,000 - ₹ 36,00,000 per yearAbout 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...
-
Senior Financial Advisor
2 weeks ago
Delhi, Delhi, India 1CR Club Full time ₹ 15,00,000 - ₹ 25,00,000 per yearCompany 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 yearCompany 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 yearJob 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...
-
Investment Banking Analyst – Sustainability Focus
13 hours ago
Delhi, Delhi, India GearHire Solutions Full timeAbout 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...
-
Pcg Advisor and Relationship Manager
23 hours ago
Delhi, Delhi, India Anand Rathi Share and Stock Brokers Ltd Full time ₹ 15,00,000 - ₹ 20,00,000 per yearCompany 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....