Atindra Jain (Certified Financial Goal Planner)

Business Development Executive

Indore, Madhya Pradesh, India2 yrs 7 mos experience
Highly Stable

Key Highlights

  • Experienced in diverse insurance products and financial planning.
  • Proficient in managing financial assets and insurance distribution.
  • Strong analytical skills with expertise in data research.
Stackforce AI infers this person is a Financial Services professional with expertise in insurance and investment planning.

Contact

LinkedIn

Skills

Core Skills

InsuranceFinancial Planning

Other Skills

Asset ManagementData ResearchDisability InsuranceGeneral InsuranceHealth InsuranceInvestment PlanningLife InsuranceMicrosoft ExcelResearchRetirement PlanningSocial MediaTerm Life InsuranceWealth AccumulationWordPress

Experience

Jain investments & insurance

Financial Consultant

Oct 2022 – Present · 3 yrs 5 mos · SANAWAD · Remote

  • Deals in distribution of Financial Assets (Mutual Funds & NPS) and Insurance (Life, Health & Personal Accident Cover)
General InsuranceDisability InsuranceTerm Life InsuranceLife InsuranceHealth InsuranceInvestment Planning+5

Xperno digital

Intern

Jun 2018 – Jan 2021 · 2 yrs 7 mos · Indore Area, India

Education

Prestige Institute of Management & Research

Bachelor of Laws - LLB — Law

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