Investment Consultant

IJNM · recruiting for a confidential client

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Listing updated

Pay
₹30,000–50,000 a month
Location
Navi Mumbai, Maharashtra
Work mode
Hybrid
Job type
Temporary
Experience
1–3 yrs
Category
Fintech

In hand: about ₹26,900–45,000 a month after PF and income tax (estimate). How it's worked out

Our client is seeking an Investment Consultant to provide clients with insights into investment opportunities leveraging fintech solutions.

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About the role

As an Investment Consultant, you will assist clients in making informed investment decisions using innovative fintech solutions. Your role will involve assessing client portfolios, understanding their investment goals, and providing tailored recommendations. This position is suitable for individuals looking to gain experience in the fintech space while helping clients navigate the complexities of investing. You will benefit from working in a dynamic environment with opportunities for professional growth and collaboration with fintech experts.

What you'll do

  • Analyze client investment portfolios and objectives.
  • Provide tailored investment recommendations using fintech tools.
  • Educate clients about investment products and trends.
  • Collaborate with fintech teams to enhance client offerings.

What you'll need

  • Bachelor's degree in Finance, Economics, or related field.
  • Basic knowledge of investment products and strategies.
  • Strong analytical and communication skills.

Skills

Analytical thinking and problem-solving skills. Effective communication and presentation skills. Ability to work collaboratively in a team environment.

Good to have

Familiarity with investment management software. Previous experience in client-facing roles.

Benefits

  • Exposure to innovative fintech solutions.
  • Networking opportunities with industry experts.
  • Flexible working arrangements.

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 is the main focus of this role?
You will provide investment advice to clients based on their financial goals using fintech solutions.
Is this a temporary position?
Yes, this role is temporary with a possibility of extension.
What experience is required?
Candidates should have 1 to 3 years of experience in finance or investment consulting.
What is the salary range?
The salary is between INR 30,000 to INR 50,000 per month.

Listing last updated

Investment Consultant

₹30,000–50,000 a month

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