About us /n /n 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. /n /n 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. /n /n Key Responsibilities /n /n

- Build and manage relationships with IFAs, MFDs, RIAs, Wealth Management Firms, National Distributors, Family Offices, and Private Banks.

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- Drive AUM mobilization and revenue growth for Green Portfolio's PMS and AIF offerings through distribution partners.

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- Identify, onboard, and activate new channel partners across assigned regions.

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- Conduct partner meetings, product presentations, training sessions,



and investor awareness programs.

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- Work closely with the Investment and Marketing teams to position products effectively across distribution channels.

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- Strengthen partner engagement and ensure consistent business generation from existing relationships.

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- Monitor market trends, competitor activities, and identify new business opportunities.

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- Achieve monthly, quarterly, and annual business and AUM targets.

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- Ensure compliance with SEBI regulations and internal policies.

/n /n /n Desired Candidate Profile /n /n

- 8–12 years of experience in Distribution/Channel Sales within PMS, AIF, Wealth Management, or Financial Services.

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- Robust network among IFAs, MFDs, RIAs, National Distributors, Wealth Management Firms, Family Offices, and Private Banks.

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- Proven track record of achieving AUM and revenue targets.

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- Strong relationship management, negotiation, and presentation skills.

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- Good understanding of PMS, AIF, capital markets, and investment products.

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📌 Channel Sales Head - PMS/AIF Distribution (Gurugram)
🏢 Green Portfolio
📍 Gurugram