Business Development Manager

Responsibilities

• Acquire clients for US stocks trading through existing sales teams and business partners
• Train and educate the sales team, DSA, AP, and business associates
• Acquire HNI/Ultra HNI clients through sale of AIF, PMS, advisory accounts, and insurance via B2B and B2C channels
• Acquire NRI and FPI clients for trading in GIFT city exchanges
• Conduct and assist in organizing seminars, workshops, and other business development activities
• Achieve budgeted targets regarding client numbers, business volume, and assets
• Research and stay updated on available investment products

Requirements

• 3+ years of experience in Banking, financial services, Broking Companies, or AMCs
• CFP, CFA, or MBA in Finance/Marketing qualification
• Proven ability as an individual performer
• Experience handling a reasonable book size
• Strong communication skills and pleasant personality

Preferred Qualifications

• Experience dealing with NRIs
• Experience working in GIFT city

About the Company

Bonanza Portfolio Ltd. is a financial services firm specializing in various investment products including US/Global stocks, advisory portfolios, AIFs, and insurance.