Senior Wealth Manager

About the Company

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 worth of 800+Cr . 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.

Responsibilities

Business Growth & Client Acquisition

• Drive client acquisition, AUM growth, and revenue generation with a primary focus on PMS, AIF, Smallcase, and other investment solutions.
• Build and manage a personal book of HNI/UHNI clients through referrals, networking, and targeted outreach.
• Maintain a strong pipeline of prospects and consistently work towards defined business and AUM targets.
• Identify opportunities to deepen existing relationships, increase wallet share, and generate referrals.

Client Advisory & Relationship Management

• Understand clients financial goals, risk appetite, and investment requirements to recommend suitable investment solutions.
• Build and maintain long-term relationships with HNI/UHNI clients through regular engagement and portfolio discussions.
• Provide relevant market and investment updates while ensuring a high-quality, personalized client experience.
• Develop a strong understanding of equity markets, PMS, AIF, Smallcase, and other investment products.

Market Engagement & Compliance

• Stay updated on market trends, investment opportunities, product developments, and regulatory changes.
• Participate in investor meetings, client events, and market discussions to strengthen business relationships.
• Ensure adherence to regulatory guidelines, internal policies, suitability norms, and documentation requirements.

Required Qualifications & Experience

• 3–5 years of experience in Wealth Management, Investment Advisory, Broking, or Financial Services.
• Experience in managing HNI/UHNI clients and building a personal client book preferred.
• Strong understanding of equity markets, PMS, AIF, Smallcase, and other investment products.
• Graduate/Postgraduate in Finance, Commerce, Economics, or a related field.
• NISM certification relevant to the role preferred.
• MBA/CFA certifications would be an added advantage.

Skills & Attributes

• Strong communication, relationship management, and networking skills.
• Ability to explain investment concepts clearly and build client confidence.
• High ownership, self-driven approach, and strong business orientation.
• Comfortable working in a performance-led environment.