Amit Bisht
Assistant Vice President - Business Development @Green Portfolio
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WORK HISTORY
Assistant Vice President - Business Development @Green Portfolio
New Delhi, IN
Responsible for PMS & AIF sales to family offices, UHNI clients and NRI clients• Onboarded 75 clients and managing an AUM of more than 83 crore• Facilitating fund raising for listed and unlisted company through preferential allotment, private placement. • Provided an advisory service to more than retail clients • Building long term relationship with the clients • Liaising with internal house team, banks, custodians, advisors• Research on the macros and portfolios’ constituents • Update and maintain the investor level contact information in applicable systems based on the requests received• Producing various investor and marketing materials to the clients• Managing investors’ database• Streamline workflows and improve process efficiency
EDUCATION
Gujarat National Law University, Gandhinagar
Master of Business Administration - MBA, Financial Management and Business Laws
University of Allahabad
Graduation , Accounting and Finance
The Institute of Chartered Accountants of India
CA, Accounting and Finance
ABOUT AMIT BISHT
Strategic finance professional with 10+ years of experience across PMS, AIF, compliance…
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