Investment Consultant

IJNM · recruiting for a confidential client

Posted · Apply by

Listing updated

Pay
₹50,000–80,000 a month
Location
Kalyan, Maharashtra
Work mode
Hybrid
Job type
Contract
Experience
2–5 yrs
Category
Fintech

In hand: about ₹45,000–72,100 a month after PF and income tax (estimate). How it's worked out

Join our client as an Investment Consultant, where you will provide expert advice on investment opportunities, helping clients achieve their financial goals.

Apply now

About the role

As an Investment Consultant, you will conduct thorough market research and analysis to identify suitable investment options for clients. You will work closely with clients to understand their financial objectives and risk tolerance, providing tailored solutions that align with their goals. This role is ideal for individuals who are passionate about finance and enjoy building relationships with clients. The team is committed to continuous professional development, offering training and resources to help you excel in your career while contributing significantly to client satisfaction and retention.

What you'll do

  • Conduct market research to identify investment opportunities.
  • Provide tailored investment advice to clients.
  • Build and maintain strong client relationships.
  • Prepare and present investment proposals.
  • Monitor and report on client portfolio performance.

What you'll need

  • Bachelor's degree in Finance, Economics, or related field.
  • Proven experience in investment advisory or a similar role.
  • Strong analytical and communication skills.

Skills

Financial analysis and research. Excellent interpersonal and communication skills. Strong problem-solving abilities.

Good to have

Knowledge of investment products and markets. Experience with financial planning software.

Benefits

  • Flexible working hours.
  • Professional development opportunities.
  • Attractive performance-based incentives.

Interested in this role?

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

Apply now

Investment Consultant jobs in other cities

Questions about this job

What are the main responsibilities of the Investment Consultant?
You will be responsible for conducting market research, advising clients on investment options, and maintaining strong client relationships.
What is the expected work mode for this role?
The position is hybrid, allowing for a combination of remote work and onsite meetings.
Is prior experience in finance required?
Yes, a minimum of 2 years of experience in a relevant financial role is preferred.
What salary range can I expect?
The salary for this role ranges from INR 50,000 to INR 80,000 per month, depending on experience.
How do I apply for this position?
Click "Apply Now" on this page to apply through IJNM. IJNM is recruiting for this role on behalf of a client employer.

Listing last updated

Investment Consultant

₹50,000–80,000 a month

Apply