Website: https://www.bonanzaonline.com/ Dear Shams , As per discussion over phone call, the following information is given below : Position: Team Leader Location : Delhi, Dariyaganj Salary : Good hike in current CTC Experience : Min 5 Years About the company Established in the year 1994, Bonanza developed into one of the largest financial services and broking house in India within a short span of time. Today, Bonanza is the fastest growing financial service with 5 mega group companies under it. Bonanza Portfolio Limited operates as a brokerage firm. The Company offers depository, equity and derivatives, investment banking, institutional and e-broking, currency derivatives, financial, and insurance services. Bonanza Portfolio serves customers in India. Job Responsibilities: New client acquisition, building new relationships and increasing depth in existing relationships with clients. Selling online broking accounts- Demat account, trading account. Identifying customer needs, assessing their appetite and providing them investment options. Cross selling of financial products like Mutual Fund, Insurance, Bonds, etc. Achieving targets as assigned by the organization monthly. Migrating offline clients to do online trading Will be responsible for acquiring preferred clients To coordinate with product and research team for taking investment decision for the clients. 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, through the team. To research, investigate and update themselves on available investment. To contact clients periodically and determine if they are satisfied with the service and returns generated. To review the client’s investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment. Key products to be handled are –Structured product, debt segment Mutual Funds, Insurance,Bonds, Trading Equity, and Commodities & Currency. Regular updates to the immediate superior as a when required. Team handling In case you have any additional questions, please don't hesitate to ask and also provide confirmation by reverting to this mail along with your updated CV !!
