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
Similar Jobs
Artificial Intelligence • Legal Tech • Software
Select the world’s best golf-playing practicing lawyer to attend the Legora Invitational in NYC on Sept 2, 2026. Play golf with leading lawyers and Ludvig Åberg, present a written, specific case about how you use Legora, demonstrate putting ability, and join discussions about the future of law and legal technology. Travel and accommodation covered.
Cloud • Security • Software • Cybersecurity
The Solutions Architect II will design and implement complex web and security solutions, provide technical consulting, and optimize customer engagement with Akamai's services.
Top Skills:
AWSAzureDevOpsGCPJavaScriptPerlPythonWeb Development
Cloud • Information Technology • Internet of Things • Machine Learning • Software • Cybersecurity • Infrastructure as a Service (IaaS)
Provide L2/L3 support for SMAX platform deployed as microservices on Kubernetes/OpenShift. Manage incidents, problems, changes, and requests; resolve tickets within SLA; perform RCA and preventive measures; support CRs, patches, upgrades; integrate SMAX with enterprise tools; work with PostgreSQL, Elasticsearch, Kafka; build reports and optimize SQL; drive automation and platform stability.
Top Skills:
ElasticsearchHpsaHpsmIamJavaScriptKafkaKubernetesNnmiObmOpenshiftPostgresPythonRest ApisShellSmaxSQLUcmdb
What you need to know about the Delhi Tech Scene
Delhi, India's capital city, is a place where tradition and progress co-exist. While Old Delhi is known for its rich history and bustling markets, New Delhi is defined by its modern architecture. It's clear the region places a strong emphasis on preserving its cultural heritage while embracing technological advancements, particularly in artificial intelligence, which plays a central role in shaping the city's tech landscape, fueled by investments in research and development.
