Associate Investment Consultant

Tikariha Advisors Pvt. Ltd.


Date: 3 hours ago
City: Raipur, Chhattisgarh
Contract type: Full time
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

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