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AS PER THE DISCUSSION

 

 Position- Team Leader/Relationship Manager

 

 Location- Indore, Palasia

 

Qualification- Any Graduate

 

 Experience- Min 2 year

 

Job brief

 

As a Team Leader/Relationship Manager at Bonanza Portfolio, you will be responsible for fostering and managing client  relationships within our stock broking division. You will serve as the primary point of contact for clients, providing them with personalized investment advice, guidance, and support to help them achieve their financial goals. Your role will involve building and maintaining strong relationships with clients, understanding their investment objectives, and recommending suitable investment strategies and products.

Key Responsibilities:

 

1.            Client Relationship Management:

2.            Financial Advisory:

3.            Portfolio Management:

4.            Business Development:

5.            Team Handling

 

Benefits:

 

•             Competitive salary and performance-based incentives.

•             Comprehensive health insurance and retirement benefits.

•             Opportunities for professional development and career advancement.

•             Work-life balance initiatives and a supportive work environment.