Bonanza Portfolio - BDM

Company - Bonanza Portfolio Ltd.
Designation - Business Development Manager

Location - Delhi/Mumbai
Work Mode - 6 days working

Job description:

• Will be responsible for acquiring clients for US stocks trading through existing sales team and business partners.
• Will be responsible for Training and educate the sales team, DSA, AP and business associates.
• Will be responsible for acquiring HNI/Ultra HNI clients through sale of AIF, PMS, advisory account and insurance through B2B and B2C channel.
• Will be responsible for acquiring NRI and FPI clients for trading in GIFT city exchanges.
• To conduct and assist in organizing seminars, workshops and other business development activities.
• To achieve budgeted targets in terms of number of clients/volume of business & assets.
• To research, investigate and update themselves on available investment.
• Key products to be handled are – US/Global stocks, advisory portfolio, AIF’s, Insurance, NRI investments and FPI’s.

Qualification:

CFP / CFA / MBA in Finance / Marketing

Experience:

• 3+ year experience in Banking/financial services/ Broking Company and AMC’s
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Key Skills:

• Should be an individual performer
• Handling a reasonable book size
• Pleasant personality and good communication skills.
• Candidates having experience of dealing with NRI’s and working in GIFT city would be preferred.

Functional Area:

Marketing

Job Location:

Delhi, Mumbai