06 Aug
|
Tikariha Advisors
|
Raipur
06 Aug
Tikariha Advisors
Raipur
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 robust 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
📌 Associate Investment Consultant (Raipur)
🏢 Tikariha Advisors
📍 Raipur