Green Fuel Energy - RM/VP/AVP/Director

Hiring RM,VP,AVP and director -Leading wealth management firm (ASK Management)

1. Dealing with UHNIs ,HNI Individually.

2. Build & manage relationships with UHNIs in their respective geographies, managing a book size between INR 250cr till INR 700cr.

3. We are looking at multiple roles across years of experiences and across all major cities in India.

4. Must be experienced in direct sales.

5. Complete wealth management i.e. accessing future needs and analysis of current investment.

6. Responsible for marketing the funds from different asset management companies.

7. Managing the portfolio of high net worth clients.

8. Advice on asset allocation, risk profile, financial needs analysis.

9. Analyzing the financial capabilities of clients for providing them appropriate investment solutions, ensuring the solutions provided carry the minimum investment risk.

10. Providing advisory services regarding the processes, procedures and strategies for securities, investments as well as positional trading ideas in stocks.

11. Handling insurance needs of the customers.

12. Recommend long term and short term investment avenues.

13. Sharing market pulse with the customer.