Associate Investment Consultant

Tikariha Advisors Pvt. Ltd.; Raipur; On-site; INR 600,000 - 1,200,000; Full time

Job summary

Tikariha Advisors Pvt. Ltd. in Raipur invites an Associate Investment Consultant to support our advisory practice in delivering structured, ethical, client-centric investment and insurance solutions. You will engage clients, assist in portfolio planning, and prepare advisory reports under senior guidance.

The role focuses on understanding client goals, risk profiles, and protection needs, while staying updated on market trends and regulatory developments to provide informed recommendations.

Qualifications

• Assist senior advisors in investment and insurance advisory engagements.
• Understand client financial goals, risk profiles, and protection needs.
• Prepare client reports, proposals, and advisory documentation.
• Maintain strong client relationships with a consultative approach.
• Stay updated on market trends, products, and regulatory developments.
• 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.

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
• 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
• 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

Skills

Financial product knowledge

Communication skills

Analytical mindset

Ethical conduct

Education

Graduation

Job description

A trusted real estate consultancy delivering high-return property solutions and advisory services in Raipur, Chhattisgarh.

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


• 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


• 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