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

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 pro...