Green Portfolio - Senior Wealth Manager

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 Senior Wealth Manager 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.

About the job:

Key Responsibilities:

- Acquire and manage a portfolio of HNIs/UHNIs, Retail Affluent.

- Prospect and onboard investment distributors / IFAs to expand product reach.

- Understand client needs, assess risk appetite, and recommend suitable investment opportunities (mutual funds, PMS, AIFs, alternative investments, etc.).

- Conduct regular portfolio reviews, client meetings, webinars, and investor events.

- Run end-to-end investment sales cycle: lead generation, pitching, documentation, closure, and post-investment servicing.

- Coordinate with internal teams (product, operations, compliance) for smooth execution.

- Use digital/social media and other channels to educate clients and build trust.

- Achieve sales and revenue targets (AUM growth, number of clients onboarded, distributor partnerships).

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

What We're Looking For:

- 2 to 7 years of relevant experience in wealth management, investment advisory, mutual fund distribution, or financial product sales.

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

- Strong understanding of wealth/investment products and the ability to pitch complex solutions.

- Proven track record of working with HNI / UHNI clients and exposure to distributor/IFA engagement.

- Excellent communication and relationship-building skills.

- Strong phone and in-person presence; ability to manage multiple clients and leads simultaneously.

- Self-driven, result-oriented, and comfortable working in a fast-paced fintech/startup environment.

Preferred Qualifications

- Bachelors degree in Finance, Commerce, Economics, or related field (MBA is a plus).

- Certifications such as NISM, CFP, or CFA (preferred but not mandatory).

- Prior experience in fintech, wealth tech, or alternative investments will be an advantage