Tycheros Global OPC Private Limited Hiring for Investment Consultant Job at Coimbatore Full Time

We are seeking a financial ace with excellent interpersonal skills for the role of an investment consultant. The investment consultant will be responsible for working with clients to understand their investment goals, consistently monitoring investment markets and client portfolios, managing and preparing for risk, and making adjustments to investment strategies.

A successful investment consultant will be highly analytical and have a mind for strategy while possessing good client-facing skills as well as good written and verbal communication.
Investment Consultant Responsibilities:

• Working with clients to identify their unique investment goals.
• Formulating investment strategies based on client goals.
• Issuing client documents, including monthly or yearly portfolio reports.
• Managing client documents for tax reporting.
• Suggesting investment products based on client needs.
• Analyzing various markets and conducting research.
• Making adjustments to client investments over time, such as switching to a lower-risk investment as a client reaches retirement age.
• Communicating openly, consistently, and honestly with clients and always keeping them informed about changes to your investment strategy.

Job Types: Full-time, Walk-In

Salary: From ₹18,000.00 per month

Schedule:

• Day shift
• Flexible shift
• Morning shift

Supplemental Pay:

• Performance bonus

Ability to commute/relocate:

• Coimbatore, Tamil Nadu: Reliably commute or planning to relocate before starting work (Preferred)

Experience:

• Total work: 1 year (Preferred)
• Investment management: 1 year (Preferred)

Language:

• English (Preferred)

Willingness to travel:

• 50% (Preferred)

Work Remotely:

• No

Speak with the employer
+91 9791537835