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Senior Wealth Manager
3 months ago
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.
ResponsibilitiesProactively 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 Va rious 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.
QualificationsIn-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.
BenefitsCompetitive 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.
