Investment Consultant

Career In Bank · recruiting for a confidential client

Posted · Apply by

Listing updated

Pay
₹40,000–80,000 a month
Location
Raurkela, Odisha
Work mode
On-site
Job type
Full time
Experience
2–5 yrs
Category
Wealth Management

In hand: about ₹36,000–72,100 a month after PF and income tax (estimate). How it's worked out

Join our team as an Investment Consultant to guide clients in making informed investment decisions.

Apply now
Report this job

About the role

As an Investment Consultant, you will analyze market trends and develop personalized investment strategies tailored to each client. Your role will involve assessing clients' financial goals and risk tolerance while providing insights on various investment options.

This position is ideal for individuals with a strong finance background and a passion for assisting clients in growing their wealth. You will build long-term relationships with clients, ensuring they receive exceptional service and tailored advice.

Successful candidates should possess a keen analytical mindset and be adept at communicating complex financial concepts in an understandable manner. This role is perfect for finance professionals who thrive in dynamic settings and are committed to delivering impactful financial guidance.

What you'll do

  • Analyze clients' financial situations and risk profiles.
  • Develop and present personalized investment strategies.
  • Maintain ongoing communication with clients to assess progress.
  • Stay updated on market trends to provide informed recommendations.
  • Build and manage client relationships to foster loyalty.

What you'll need

  • Bachelor's degree in finance, economics, or related field.
  • 2-5 years of experience in investment consulting or similar role.
  • Relevant certifications (CFA or CFP) are a plus.

Skills

Strong analytical and quantitative skills. Excellent communication and interpersonal skills. Proficiency in financial modeling and analysis.

Good to have

Experience with investment software and tools. Knowledge of financial regulations and compliance.

Benefits

  • Competitive salary with performance-based bonuses.
  • Comprehensive health insurance.
  • Opportunities for professional development and training.

Interested in this role?

It takes about two minutes. Free to apply — Career In Bank never asks candidates for money.

Apply now

Investment Consultant jobs in other cities

Pune Amravati

Questions about this job

What kind of clients will I be working with?
You will work with individual clients looking to optimize their investment portfolios.
Is travel involved in this role?
Minimal travel may be required for client meetings.
What qualifications are needed for this position?
A degree in finance or a related field along with relevant certifications is preferred.
What is the work environment like?
The role is onsite in a collaborative and supportive team environment.
How can I apply for this position?
Click "Apply Now" on this page to apply through Career In Bank. Career In Bank is recruiting for this role on behalf of a client employer.

Listing last updated

Investment Consultant

₹40,000–80,000 a month

Apply