Investment Advisory Sales & Business Development

Company: Truemind Investment Adviser Pvt. Ltd. (Truemind Capital)

Location: Nehru Place, Delhi (Work from Office)

About Truemind Capital

Truemind Investment Adviser Pvt. Ltd. is a funded, fast-growing SEBI-registered investment advisory with offices in India and Dubai, founded in 2014 by professionals from IIT/CFA/CFP backgrounds. The firm provides unbiased, personalized investment management solutions to HNI clients in India and abroad.

About the Role

This is a client-facing business development role where you'll work directly with the founders as part of the core team, acquiring and converting HNI/UHNI clients into Truemind's advisory relationships. This is a pure business development and relationship role — there are no product-selling targets; success is measured entirely by advisory fees generated from client acquisition.

What You Will Do

- Acquire HNI/UHNI clients for investment planning, goal-based financial planning and asset allocation strategies
- Prepare reports and presentations for investor awareness and client engagement




- Educate potential clients on Truemind's services through offline and online meetings
- Drive new client conversions using your own existing network as well as current prospecting

What We're Looking For
1. 3–15 years of experience in Sales, Wealth Management, Private Banking, or a premium/luxury client-facing business (e.g. real estate, luxury automobiles)
2. A genuine, personal HNI/UHNI client database/network you actively own and can bring to this role — not just clients previously serviced on behalf of a bank or employer
3. Direct, personal experience owning and converting HNI/UHNI client relationships (not B2B, institutional, channel, or distributor-only experience)
4. MBA or Graduate in any discipline; Finance, Marketing or Sales background preferred
5. Strong written and spoken English communication, presentable and analytical, with an ownership mindset
6. Must reside in Delhi NCR
7. Comfortable with a Monday–Friday full-day office schedule (9:30 AM–6:30 PM) plus Saturday half-day WFH

📌 Investment Advisory Sales (Delhi)
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📍 Delhi