Green Portfolio - Head - Sales - AIF & PMS

Description:

One of India's fastest-growing Portfolio Management Company's. Green Portfolio is a SEBI registered Portfolio Management company and a research house focused on the Indian equity markets. Alongside PMS, we have a vast network of investment advice-seeking retail clients across the globe. AUM and AUA as of August 2023 are north of $100 million. We are constantly expanding our retail and PMS reach through fintech platforms and we require motivated, self-learning individuals to join our team and take up responsibilities.

About the role:

We are looking for a dynamic Sales Head AIF & PMS to lead multi-product distribution, drive sales growth, and expand our AUM across retail, HNI, Ultra-HNI, Family Office, and institutional segments. This role requires strategic leadership, strong distribution expertise, and the ability to build and mentor a high-performing sales team while deepening market presence.

Key Responsibilities:

- Lead, manage, and scale the sales team by building a performance-driven culture focused on coaching, clear goal-setting, and accountability.

- Prospect, acquire, and engage HNIs, Ultra-HNIs, Family Offices, and key distribution partners through both direct sales efforts and third-party channels.

- Strengthen and expand distribution networks by consistently engaging with Distributors, RIAs, and Wealth Managers through training, collaboration, and value-added initiatives.

- Deepen client relationships and strategic partnerships while generating new business and nurturing existing accounts for sustained AUM growth.

- Track market trends, competitor strategies, and investor behaviour to identify new opportunities and shape future growth initiatives.

Ideal Profile:

- 6-10 years of experience in asset management, wealth management, PMS, AIF, or related fields

- MBA/Graduate in Finance or equivalent; professional certifications (CFP, CFA, CWM) preferred

- Thorough Knowledge & Understanding of AIF & PMS and equity markets

- Strong distribution network and deep channel insights

- Demonstrated success in team management, AUM growth, and revenue expansion

- Inspirational leader with strategic vision and execution excellence