Wealth Manager

About Us

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.

We are looking for a dynamic 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