Senior Wealth Manager

Green Portfolio; Gurugram District; On-site; INR 1,200,000 - 2,200,000; Full time

Job summary

Green Portfolio, one of India's fastest-growing PMS and wealth management firms, seeks an active sales-oriented relationship manager to drive client acquisition and revenue through Smallcase investment solutions.

You'll build and manage a personal client book, assess goals and risk, educate on Smallcase products, and work toward monthly and quarterly sales targets while ensuring compliance and strong client service.

Qualifications

• 2-3 years of experience in wealth management, investment advisory, financial services, or relationship management.
• Strong understanding of equity markets and investment products such as Smallcase, PMS, and AIF.
• Proven track record in client acquisition, sales, and portfolio/book building.
• Experience in dealing with HNI/UHNI clients and managing high-value relationships.
• Excellent communication, negotiation, and relationship-building skills.

Responsibilities

• Drive client acquisition and revenue generation with a primary focus on selling Smallcase investment solutions.
• Build, manage, and expand a personal book of clients through consistent relationship management and referrals.
• Understand client financial goals, risk appetite, and investment requirements to recommend suitable investment solutions.
• Conduct detailed investment discussions and educate clients on Smallcase products.
• Maintain regular engagement with existing clients to drive retention, increase wallet share, and generate referrals.
• Develop and execute strategies to achieve monthly and quarterly sales targets across all product categories.
• Maintain a strong pipeline of prospective clients through networking, lead management, and outbound outreach.
• Stay updated with market trends, investment products, and regulatory developments.
• Ensure complete adherence to compliance, documentation, and internal processes.

Skills

Wealth management

Relationship management

Client acquisition

Sales performance

Communication

Education

Bachelor's degree in Finance/Commerce/Business Administration

Job description

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

• Drive client acquisition and revenue generation with a primary focus on selling Smallcase investment solutions.
• Build, manage, and expand a personal book of clients through consistent relationship management and referrals.
• Understand client financial goals, risk appetite, and investment requirements to recommend suitable investment solutions.
• Conduct detailed investment discussions and educate clients on Smallcase products.
• Maintain regular engagement with existing clients to drive retention, increase wallet share, and generate referrals.
• Develop and execute strategies to achieve monthly and quarterly sales targets across all product categories.
• Maintain a strong pipeline of prospective clients through networking, lead management, and outbound outreach.
• Stay updated with market trends, investment products, and regulatory developments.
• Ensure complete adherence to compliance, documentation, and internal processes.

Qualifications

• 2-3 years of experience in wealth management, investment advisory, financial services, or relationship management.
• Strong understanding of equity markets and investment products such as Smallcase, PMS, and AIF.
• Proven track record in client acquisition, sales, and portfolio/book building.
• Experience in dealing with HNI/UHNI clients and managing high-value relationships.
• Excellent communication, negotiation, and relationship-building skills.
• Self-driven individual with a strong ownership mindset and ability to achieve aggressive targets.
• Required Skills
• Strong understanding of equity markets and investment products such as Smallcase, PMS, and AIF.
• Proven track record in client acquisition, sales, and portfolio/book building.
• Excellent communication, negotiation, and relationship-building skills.

Preferred Skills

Bachelor's degree in Finance, Commerce, Business Administration, or a related field.

MBA/CFA certifications would be an added advantage.

2-3 years of experience in wealth management, specifically in PMS and AIF sales.

Strong understanding of financial markets, investment products, and portfolio concepts.