01Overview
Overview
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.
Qualifications
812 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. .
