Company Description Mutual Fund Distributor Insurance Advisor is an investment banking company based out of Ahmedabad, Gujarat, India.We specialize in providing tailored investment and insurance advice to our clients, leveraging extensive market knowledge and experience. Our commitment is to help clients achieve their financial goals with efficient and effective solutions. Role Description This is a full-time on-site role located in Ahmedabad for a Proprietor at Mutual Fund Distributor Insurance Advisor. As a Proprietor, you will oversee daily operations, manage client portfolios, and provide investment and insurance advice. Responsibilities include assessing client needs, developing investment strategies, liaising with financial institutions, and ensuring compliance with regulations. Strong leadership and management skills are essential for directing staff and driving business growth. Qualifications Experience in investment banking, financial advisory, and insurance advising Proficiency in developing and managing client portfolios Strong knowledge of financial markets and investment strategies Excellent leadership, management, and team coordination skills Effective communication and interpersonal skills Ability to make informed financial decisions and tailor advice to client needs Knowledge of financial regulations and compliance standards Bachelor's degree in Finance, Economics, Business Administration, or related field Relevant certifications in finance or insurance advisory are a plus
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 proficiency in developing and managing client portfolios, strong knowledge of financial markets and investment strategies, and effective communication and interpersonal skills will be key assets. You will be expected to demonstrate excellent leadership, management, and team coordination skills to drive business growth and lead your staff effectively. Making informed financial decisions and tailoring advice to meet the specific needs of each client will be essential in providing efficient and effective solutions. Your understanding of financial regulations and compliance standards will ensure the integrity and legality of all operations. If you are looking to join a dynamic team that specializes in providing tailored investment and insurance advice, this full-time on-site role at Mutual Fund Distributor Insurance Advisor in Ahmedabad offers you the opportunity to utilize your expertise and experience to help clients achieve their financial goals.,
Job Title: Sales Executive – Finance & Investment Products (Mutual Funds, Insurance) Job Description: We are seeking a dynamic and result-driven Sales Executive with experience in the finance or banking field. The candidate will be responsible for promoting and selling Mutual Funds, and Life Insurance products to clients. Key Responsibilities: Present and explain suitable financial products to clients. Build and maintain strong client relationships. Achieve assigned sales and revenue targets. Ensure proper documentation and compliance with company policies. Required Experience: Minimum 2 years of experience in the finance, banking, or insurance sector is mandatory. Proven ability to achieve sales targets in financial product sales. Strong communication and negotiation skills. Good understanding of investment and insurance products. (OPTIONAL TRAINING WILL BE PROVIDED) Location: [Gujarat, Ahmedabad Money plant Junction 52, 53, 54 BHUYANGDEV SOLA ROAD ] Salary: [3,60,000 above + Incentives based on performance + International Business Trips] How to Apply: Interested candidates can share their resume at . Sachin Shah 9824701264 Call us or Message us on WhatsApp smartworkconsultancy@gmail.com
Job Title: Sales Executive Finance & Investment Products (Mutual Funds, Insurance) Job Description: We are seeking a dynamic and result-driven Sales Executive with experience in the finance or banking field. The candidate will be responsible for promoting and selling Mutual Funds, and Life Insurance products to clients. Key Responsibilities: Present and explain suitable financial products to clients. Build and maintain strong client relationships. Achieve assigned sales and revenue targets. Ensure proper documentation and compliance with company policies. Required Experience: Minimum 2 years of experience in the finance, banking, or insurance sector is mandatory. Proven ability to achieve sales targets in financial product sales. Strong communication and negotiation skills. Good understanding of investment and insurance products. (OPTIONAL TRAINING WILL BE PROVIDED) Location: [Gujarat, Ahmedabad Money plant Junction 52, 53, 54 BHUYANGDEV SOLA ROAD ] Salary: [3,60,000 above + Incentives based on performance + International Business Trips] How to Apply: Interested candidates can share their resume at . Sachin Shah 9824701264 Call us or Message us on WhatsApp [HIDDEN TEXT]