Investment Consultant

IJNM · recruiting for a confidential client

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Listing updated

Pay
₹40,000–70,000 a month
Location
Vadodara, Gujarat
Work mode
Hybrid
Job type
Full time
Experience
2–5 yrs
Category
MF

In hand: about ₹36,000–63,100 a month after PF and income tax (estimate). How it's worked out

Join our client as an Investment Consultant in Vadodara, where you'll provide expert investment advice to clients, helping them achieve their financial goals.

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About the role

As an Investment Consultant, you will engage with clients to understand their financial aspirations and provide tailored investment strategies. Your role will involve analyzing market trends and identifying suitable investment opportunities across various mutual funds. Ideal for individuals who possess strong analytical skills and a passion for finance, this role supports professional growth in a dynamic environment. You will work closely with a team of financial experts who are dedicated to client success, ensuring you have all the resources to excel in this position.

Our client offers a collaborative atmosphere that encourages learning and development, making it an excellent opportunity for motivated professionals. The position is based in Navrangpura, Vadodara, and has hybrid working options to support a balanced lifestyle.

What you'll do

  • Engage with clients to assess their financial goals.
  • Analyze market trends and investment opportunities.
  • Develop personalized investment strategies.
  • Provide ongoing support and advice to clients.

What you'll need

  • Bachelor's degree in finance, business, or a related field.
  • 2-5 years of experience in investment consulting.
  • Strong analytical and communication skills.

Skills

Analytical skills Client relationship management Knowledge of mutual funds and investment strategies

Good to have

Certifications in financial planning or investment analysis Familiarity with financial software tools

Benefits

  • Competitive salary with performance bonuses.
  • Professional development and training opportunities.
  • Flexible working hours and hybrid work options.

Interested in this role?

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

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Questions about this job

What are the main responsibilities of the Investment Consultant?
You will provide investment advice, analyze market trends, and develop personalized investment strategies for clients.
What qualifications do I need for this role?
A degree in finance, business, or a related field, along with relevant experience in investment consulting is preferred.
Is this role hybrid or fully onsite?
The position offers a hybrid work model, allowing for both onsite and remote work.
What is the salary range for this position?
The salary range is between INR 40,000 to INR 70,000 per month, depending on experience.
How do I apply for this role?
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

₹40,000–70,000 a month

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