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 setting.

📌 Senior Wealth Manager (Gurugram)
🏢 Green Portfolio
📍 Gurugram