Distribution Channel Lead, Investment Products Rohtak

Green Portfolio seeks a Distribution Channel Lead for Investment Products in Rohtak, Haryana. The role involves building relationships with wealth management firms and driving growth of Assets Under Management (AUM) through partnerships. Candidates should have 8-12 years of experience in distribution/channel sales within financial services. Responsibilities include managing partner engagement, conducting training, and achieving business targets while ensuring compliance with SEBI regulations.
About us

Green Portfolio is a leading SEBI-registered Portfolio Management Services (PMS) firm specializing in research-driven investment solutions for HNIs, NRIs, family offices, and institutional investors. With 700+ crore in Assets Under Management (AUM) and over two decades of expertise in the Indian equity markets, we have built a strong reputation for disciplined investing, transparency, and long-term wealth creation.

As we expand our distribution footprint across India, we are looking for specialists who can establish high-impact partnerships with wealth management firms, IFAs, MFDs, RIAs, private banks, and other distribution channels to accelerate our growth.

Key Responsibilities
Build and manage relationships with IFAs, MFDs, RIAs, Wealth Management Firms, National Distributors, Family Offices, and Private Banks.
Drive AUM mobilization and revenue growth for Green Portfolio's PMS and AIF offerings through distribution partners.
Identify, onboard, and activate current channel partners across assigned regions.
Conduct partner meetings, product presentations, training sessions, and investor awareness programs.
Work closely with the Investment and Marketing teams to position products effectively across distribution channels.
Strengthen partner engagement and ensure consistent business generation from existing relationships.
Monitor market trends, competitor activities, and identify new business opportunities.
Achieve monthly, quarterly, and annual business and AUM targets.
Ensure compliance with SEBI regulations and internal policies.

Desired Candidate Profile
8–12 years of experience in Distribution/Channel Sales within PMS, AIF, Wealth Management, or Financial Services.
Strong network among IFAs, MFDs, RIAs, National Distributors, Wealth Management Firms, Family Offices, and Private Banks.
Proven track record of achieving AUM and revenue targets.
Solid relationship management, negotiation, and presentation skills.
Good understa