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Posted 16 Sep 2025

Bonanza Portfolio - BDM

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Employment
Full time
Posted
16 Sep 2025

About the role

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

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