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
Solid 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