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Senior Wealth Manager

4 months ago

Gurugram, India Green Portfolio Full time

About Us


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 north of $100 million.

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


  • Proactively advise and consult with clients, providing insights into various financial services and educating them about investment options.
  • Engage with prospects interested in Portfolio Management Services (PMS) and Smallcase investments through Various channels, including phone calls, messaging, or in-person meetings.
  • Offer personalized guidance to clients on different investment avenues available, aligning with their financial goals and risk appetite.
  • Serve and support the existing client base, including Smallcase and PMS customers previously onboarded, ensuring their ongoing satisfaction and success.


Qualifications

  • In-depth understanding of different investing avenues and financial instruments.
  • Proven ability to build and nurture client relationships, identify new clients, and enhance engagement with existing clientele.
  • Graduation in finance/accounting/economics is preferred.
  • Excellent communication skills are essential for this client-facing role.
  • While prior experience is valued, we welcome individuals with a strong inclination to learn and grow in the field of financial advisory.


Benefits

  • Competitive salary package with performance-based incentives.
  • Opportunity to work with a diverse range of clients, including high-net-worth individuals and institutional investors.
  • Ongoing professional development and training opportunities to enhance your skills and knowledge in finance.
  • Collaborative and supportive work environment with opportunities for career growth and advancement.