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Proprietor

Mutual Fund Distributor Insurance Advisor

0 years

0 Lacs

Ahmedabad Gujarat India

Posted:3 weeks ago| Platform:

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Skills Required

portfolios strategies compliance regulations leadership management coordination communication finance certifications

Work Mode

On-site

Job Type

Full Time

Job Description

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

More Jobs at Mutual Fund Distributor Insurance Advisor

Proprietor

Ahmedabad, Gujarat, India

Experience: Not specified

Salary: Not disclosed

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