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 prod...