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 !!