Investment Consultant

IJNM · recruiting for a confidential client

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Listing updated

Pay
₹20,000–35,000 a month
Location
Bhatinda, Punjab
Work mode
On-site
Job type
Part time
Experience
2–5 yrs
Category
MF

Join our client in Bhatinda as a part-time Investment Consultant, advising clients on investment opportunities.

Apply now

About the role

As an Investment Consultant, you will guide clients on their investment choices, helping them build and manage their portfolios. Your role includes assessing client goals, risk tolerance, and providing tailored investment strategies. This part-time position suits individuals with a strong understanding of financial markets and excellent interpersonal skills. You will work onsite, allowing for direct client engagement while being part of a dedicated advisory team. Your expertise will help clients navigate their investment journeys effectively.

What you'll do

  • Assess client investment needs
  • Provide tailored investment strategies
  • Build and manage client portfolios

What you'll need

  • Degree in finance or related field
  • Experience in investment advising
  • Strong communication skills

Skills

Client engagement Financial analysis Market knowledge

Good to have

Certifications in investment management Experience with portfolio management

Benefits

  • Flexible working hours
  • Performance bonuses
  • Professional growth opportunities

Interested in this role?

It takes about two minutes. Free to apply — IJNM never asks candidates for money.

Apply now

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Questions about this job

What qualifications do I need for this role?
A degree in finance or related field and relevant experience in investments are preferred.
Is this a part-time or full-time position?
This is a part-time position with flexible hours.
What are the main responsibilities?
You will assess client needs and provide tailored investment advice.

Listing last updated

Investment Consultant

₹20,000–35,000 a month

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