Drive acquisition of clients for US/global stocks and wealth products (AIF, PMS, advisory, insurance), train and enable sales partners and DSAs, target HNI/Ultra-HNI/NRI/FPI segments including GIFT City, run seminars/workshops, meet client and business volume/asset targets, and research investment opportunities.
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
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
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