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Mutual Fund Distributor Insurance Advisor logo
Proprietor Mutual Fund Distributor Insurance Advisor

5.0 - 9.0 years

0 Lacs

ahmedabad, gujarat

On-site

As a Proprietor at Mutual Fund Distributor Insurance Advisor, located in Ahmedabad, Gujarat, India, your primary responsibility will be to oversee daily operations, manage client portfolios, and provide investment and insurance advice to clients. You will leverage your experience in investment banking, financial advisory, and insurance advising to assess client needs, develop tailored investment strategies, and ensure compliance with financial regulations. To excel in this role, you must possess a Bachelor's degree in Finance, Economics, Business Administration, or a related field. Additionally, having relevant certifications in finance or insurance advisory would be advantageous. Your profi...

Posted 3 months ago

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