Sumit Patel Email & Phone Number

India

As an Independent Financial Research Analyst & Investment Advisor evaluate market data, study market trends. • Evaluate investment opportunities for clients• Recommend investment ideas to clients• Manage clients’ investment portfolios (PMS)• Prepare detail report on investment recommendation. • Audit with relevant authorities (Stock exchanges and SEBI)• Help clients in Tax planning• Help clients in Insurance planning• Help clients in Financial planning using various investment options

London, United Kingdom

• Supervising Production Line• Assisting production manager in day to day activities related to labor management, production line management.• Cost counting of daily production• Counting of finished products Stocks• Make a daily stock sheets and submit it to relevant authorities• Finish product dispatch management

Ahmedabad Area, India

• Recruitment, development and supervision of sales manager.• Appoint channel development associates.• Train channel development associates to get license from relevant authority• Help channel development associate to create a team of Insurance advisors• Train Insurance advisors to get license from relevant authority• To give Insurance products, Insurance planning and sale training to Insurance advisors Supervise and instruct to Channel development associates and Insurance advisors to comply with rules of company and relevant authorities

Master Of Business Administration (Mba), Finance, General

Bachelor Of Commerce (B.Com.), Accounting And Finance