Associate Investment Consultant

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