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Business Development Manager @ Bonanza Portfolio

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 Business Development Manager

Job Description

 

 

Company Bonanza Portfolio Ltd.

 

Designation Business Development Manager

 

Location Amritsar/Ludhiana/Jalandhar

 

Experience :- 1 to 5 years

 Job Description:-

 

  1. Generating revenue through wealth Broking and Assets products through Channel partners / POSP Associates / Franchisee .
  2. Generating revenue from existing channel partners is also desired.
  3. Preferring candidates having experience in direct sales , channel sales. Understanding of  Mutual Fund / Insurance / Equity and  broking ecosystem is a prerequisite .
  4. New client acquisition, building new relationships and increasing depth in existing relationships with clients.
  5. Selling online broking accounts- Demat account, trading account.
  6. Identifying customer needs, assessing their appetite and providing them investment options.
  7. Cross selling of financial products like Mutual Fund, Insurance, Bonds, etc.
  8. Achieving targets as assigned by the organization on a monthly basis.
  9. Migrating offline clients to do online trading.
  10. Regular updates to the immediate superior as a when required.

 

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Employement Category:

Employement Type: Full time
Industry: Banking / Financial Services
Role Category: Securities TradingSales / BD
Functional Area: Not Applicable
Role/Responsibilies: Business Development Manager

Contact Details:

Company: Bonanza Portfolio
Location(s): Amritsar+2 Jalandhar, Ludhiana

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Keyskills:   insurance agency channel channel partner agent recruit mutual fund

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₹ 1.5 - 2.5 Lakh/Yr

Bonanza Portfolio

BONANZA PORTFOLIO LTD.