About us
Green Portfolio is a leading SEBI-registered Portfolio Management Services (PMS) firm specializing in research-driven investment solutions for HNIs, NRIs, family offices, and institutional investors. With 700+ crore in Assets Under Management (AUM) and over two decades of expertise in the Indian equity markets, we have built a strong reputation for disciplined investing, transparency, and long-term wealth creation.
As we expand our distribution footprint across India, we are looking for professionals who can establish high-impact partnerships with wealth management firms, IFAs, MFDs, RIAs, private banks, and other distribution channels to accelerate our growth.
Key Responsibilities
- Build and manage relationships with IFAs, MFDs, RIAs, Wealth Management Firms, National Distributors, Family Offices, and Private Banks.
- Drive AUM mobilization and revenue growth for Green Portfolio's PMS and AIF offerings through distribution partners.
- Identify, onboard, and activate new channel partners across assigned regions.
- Conduct partner meetings, product presentations, training sessions, and investor awareness programs.
- Work closely with the Investment and Marketing teams to position products effectively across distribution channels.
- Strengthen partner engagement and ensure consistent business generation from existing relationships.
- Monitor market trends, competitor activities, and identify new business opportunities.
- Achieve monthly, quarterly, and annual business and AUM targets.
- Ensure compliance with SEBI regulations and internal policies.
Desired Candidate Profile
- 8–12 years of experience in Distribution/Channel Sales within PMS, AIF, Wealth Management, or Financial Services.
- Strong network among IFAs, MFDs, RIAs, National Distributors, Wealth Management Firms, Family Offices, and Private Banks.
- Proven track record of achieving AUM and revenue targets.
- Strong relationship management, negotiation, and presentation skills.
- Good understanding of PMS, AIF, capital markets, and investment products.
