Associate Investment Consultant
Building Wealth. Managing Risk. Creating Long-Term Value.
Location
Raipur
Experience
5 TO 8 YEARS
Qualification
Graduation
Salary Range
-
Tikariha Advisors Pvt. Ltd. is seeking a motivated and analytical Associate Investment Consultant to support our advisory practice in delivering structured, ethical, and client-centric investment and insurance solutions. The role involves client engagement, advisory support, and long-term portfolio planning.
Key Responsibilities
- Assist senior advisors in investment and insurance advisory engagements
- Understand client financial goals, risk profiles, and protection needs
- Support advisory solutions across insurance, wealth protection, and long-term planning
- Prepare client reports, proposals, and advisory documentation
- Maintain strong client relationships with a consultative approach
- Stay updated on market trends, products, and regulatory developments
Key Skills & Competencies
- Strong understanding of financial products and advisory concepts
- Excellent communication and client-handling skills
- Analytical mindset with attention to detail
- Ethical, transparent, and client-first approach
Why Join Tikariha Advisors
- Work with a trusted advisory firm with 20+ years of legacy
- Exposure to integrated real estate and insurance advisory
- Long-term growth and leadership development opportunities
- Professional, value-driven work culture