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Mustafa Fatemi, General Manager

Mustafa Fatemi

General Manager·QuantumAdvisory

United Arab Emirates

Bachelor's degree, Accounting And Economics

Work experience

Total years of experience: 12 years, 11 months

General Manager

August 2025 - Present

QuantumAdvisory

Dubai, United Arab Emirates

August 2025 - Present

• Lead business development Initiatives to expand client base and Increase
revenue
• Build and maintain strong relationships with high-value clients
• Identify new market opportunities and strategic partnerships.
• Oversee client portfolios and deliver customized financial advisory solutions
• Coordinate with internal teams to ensure high-quality service delivery
Company industry:
Financial Services
Job role:
Management

Wealth Manager

August 2024 - January 2026

Motilal Oswal Financial Services Ltd

Mumbai, India •Remote

August 2024 - January 2026

• Acquired HNI clients and built diversified investment portfolios
• Increased Margin Trading Facility (MTF) book size significantly
• Boosted commodity trading turnover through targeted strategies
Company industry:
Financial Services
Job role:
Accounting and Auditing

Equity Relationship Manager

March 2023 - June 2024

ICICI Securities Ltd

Mumbai, India

March 2023 - June 2024

• Expanded MTF book and Increased F&O trading volumes
• Cross-sold fixed income and investment products
• Delivered product demonstrations and advisory services to clients
Company industry:
Financial Services
Job role:
Accounting and Auditing

Equity Relationship Manager

February 2023 - June 2024

Icici Securities

Mumbai, India

February 2023 - June 2024

Company industry:
Financial Services
Job role:
Finance and Investment

Deputy Manager

February 2022 - February 2023

HDFC Securities

Mumbai, India

February 2022 - February 2023

• Conducted market research and portfolio analysis
• Managed UHNI client relationships and Investment strategles
• Sold mutual funds, Insurance, and trading products
Company industry:
Financial Services
Job role:
Accounting and Auditing

Deputy Manager Sales

March 2022 - September 2022

Hdfc Securities

Mumbai, India

March 2022 - September 2022

Company industry:
Financial Services
Job role:
Finance and Investment

Securities Trader

February 2021 - March 2022

Aditya Birla Capital

Mumbai, India

February 2021 - March 2022

Company industry:
Financial Services
Job role:
Finance and Investment

Stock Broker

February 2021 - February 2022

Aditya Birla Capital

Mumbai, India

February 2021 - February 2022

• Acquired and managed HNI clients
• Conducted market research and provided trading Insights
Company industry:
Insurance & TPA
Job role:
Accounting and Auditing

Stock Broker

June 2018 - February 2021

Angle Broking Pvt Ltd

Mumbai, India

June 2018 - February 2021

Company industry:
Financial Services
Job role:
Finance and Investment

Securities Trader

November 2017 - June 2018

LKP Securities

Mumbai, India

November 2017 - June 2018

Company industry:
Financial Services
Job role:
Finance and Investment

Dealer + Advisor

November 2017 - June 2018

LKP Securities

Mumbai, India

November 2017 - June 2018

• Acquired new clients and executed trades in equity and derivatives
• Provided advisory support based on market trends
Company industry:
Financial Services
Job role:
Customer Service and Call Center

Securities Trader

November 2013 - October 2017

Varun Securities

Mumbai, India

November 2013 - October 2017

Company industry:
Financial Services
Job role:
Finance and Investment

Dealer

June 2013 - October 2017

Varun Securities

Mumbai, India

June 2013 - October 2017

• Executed equity and derivatives trades
• Advised clients and trained them on F&O trading strategies
Company industry:
Financial Services
Job role:
Accounting and Auditing

Education

Barkatullah University

April 2009

April 2009

Bachelor's degree, Accounting And Economics

India

Bhopal School of Social Sciences

April 2009

April 2009

Bachelor's degree, Commerce And Finance

India

Skills

BUSINESS DEVELOPMENT
Intermediate
BUSINESS DEVELOPMENT
Intermediate
ACQUISITION PROCESSES
Intermediate
ACQUISITION PROCESSES
Intermediate
COMPUTER LITERACY
Intermediate
COMPUTER LITERACY
Intermediate
CUSTOMER RELATIONSHIP MANAGEMENT
Intermediate
CUSTOMER RELATIONSHIP MANAGEMENT
Intermediate
FINANCE
Intermediate
FINANCE
Intermediate
MANAGEMENT
Intermediate
MANAGEMENT
Intermediate
MARKETING
Intermediate
MARKETING
Intermediate
PUBLIC PRIVATE PARTNERSHIPS
Intermediate
PUBLIC PRIVATE PARTNERSHIPS
Intermediate
RELATIONSHIP BUILDING
Intermediate
RELATIONSHIP BUILDING
Intermediate
WEALTH MANAGEMENT
Intermediate
WEALTH MANAGEMENT
Intermediate
Sales
Expert
Sales
Expert
Customer Service
Expert
Customer Service
Expert

Languages

English
Expert
Hindi
Expert
Gujarati
Expert
Arabic
Beginner

Hobbies

  • Medical Aid to Poor
  • Crossword Puzzles
  • Biking,
  • Chess,