01Overview
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 engagementsUnderstand client financial goals, risk profiles, and protection needsSupport advisory solutions across insurance, wealth protection, and long-term planningPrepare client reports, proposals, and advisory documentationMaintain strong client relationships with a consultative approachStay updated on market trends, products, and regulatory developments
Key Skills & Competencies
Strong understanding of financial products and advisory conceptsExcellent communication and client-handling skillsAnalytical mindset with attention to detailEthical, transparent, and client-first approach
Why Join Tikariha Advisors
Work with a trusted advisory firm with 20+ years of legacyExposure to integrated real estate and insurance advisoryLong-term growth and leadership development opportunitiesProfessional, value-driven work culture .
