Vice president -Sales & Distribution (AIF & PMS)

About the company:

Green Portfolio is a SEBI-registered Portfolio Management Company and equity research house, recognized as one of India's fastest-growing wealth management firms. With a combined AUM and AUA exceeding INR 750 Crores, Green Portfolio has built a strong reputation for delivering data-driven, research-backed investment solutions to a diverse clientele. Catering to retail investors, HNIs, and institutional clients across the globe, the firm offers a comprehensive suite of products including Portfolio Management Services (PMS) and Alternative Investment Funds (AIF). Through strategic partnerships with leading fintech platforms, Green Portfolio continues to expand its digital footprint and distribution reach, making quality investment management accessible to a broader audience.

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:

- Drive overall sales strategy and GTM execution for PMS and AIF products while expanding market share and product penetration across assigned territories.

- 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