Bonanza Portfolio - BDM

Nexthire; Delhi; Hybrid; INR 8,00,000 - 12,00,000; Full time

Job summary

A financial services company is seeking a Business Development Manager to acquire clients for US stocks trading and train the sales team. The role requires a minimum of 3 years in banking or financial services and offers opportunities to work with HNI clients. The position is based in Delhi or Mumbai.

Qualifications

• 3+ years of experience in banking, financial services, or broking.
• Experience dealing with NRI’s preferred.

Responsibilities

• Responsible for acquiring clients for US stocks trading.
• Train and educate the sales team and business partners.
• Acquire HNI/Ultra HNI clients through various channels.
• Conduct seminars and workshops for business development.
• Achieve targets in terms of clients and volume of business.

Skills

Individual performer

Good communication skills

Experience with NRI’s

Education

CFP / CFA / MBA in Finance / Marketing

Job description

Overview

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