Bonanza Portfolio is a financial services company specializing in asset management and investment portfolio solutions.
Indore, Lucknow
INR 4.0 - 5.0 Lacs P.A.
Work from Office
Full Time
Role & responsibilities Franchisee Acquisition: Identify and approach potential franchise partners in the designated region. Conduct market research to identify high-potential areas for franchise expansion. Engage with prospective franchisees, presenting the company's offerings and benefits. Onboarding and Training: Facilitate the onboarding process for new franchisees, ensuring they understand the company's operations and standards. Provide initial and ongoing training to franchise partners on product offerings, compliance requirements, and operational procedures. Relationship Management: Maintain regular communication with franchisees to address queries, provide support, and ensure satisfaction. Monitor franchisee performance and provide guidance to enhance business outcomes. Sales and Revenue Generation: Assist franchisees in achieving sales targets by providing necessary resources and support. Promote cross-selling of investment products such as Equity, Mutual Funds, and PMS to franchisees and their clients. Compliance and Reporting: Ensure that franchisees adhere to regulatory standards and company policies. Prepare and submit regular reports on franchisee performance, market trends, and sales activities. Preferred candidate profile Bachelor's degree in Business Administration, Finance, or related field. 35 years of experience in B2B sales, franchise development, or financial services stock broking industry. Strong communication and interpersonal skills. Ability to build and maintain relationships with franchise partners. Understanding of financial products and services. Proficiency in MS Office and CRM software
Ahmedabad, Bengaluru, Delhi / NCR
INR 4.0 - 5.0 Lacs P.A.
Work from Office
Full Time
Role & responsibilities Franchisee Acquisition: Identify and approach potential franchise partners in the designated region. Conduct market research to identify high-potential areas for franchise expansion. Engage with prospective franchisees, presenting the company's offerings and benefits. Onboarding and Training: Facilitate the onboarding process for new franchisees, ensuring they understand the company's operations and standards. Provide initial and ongoing training to franchise partners on product offerings, compliance requirements, and operational procedures. Relationship Management: Maintain regular communication with franchisees to address queries, provide support, and ensure satisfaction. Monitor franchisee performance and provide guidance to enhance business outcomes. Sales and Revenue Generation: Assist franchisees in achieving sales targets by providing necessary resources and support. Promote cross-selling of investment products such as Equity, Mutual Funds, and PMS to franchisees and their clients. Compliance and Reporting: Ensure that franchisees adhere to regulatory standards and company policies. Prepare and submit regular reports on franchisee performance, market trends, and sales activities. Preferred candidate profile Bachelor's degree in Business Administration, Finance, or related field. 35 years of experience in B2B sales, franchise development, or financial services stock broking industry. Strong communication and interpersonal skills. Ability to build and maintain relationships with franchise partners. Understanding of financial products and services. Proficiency in MS Office and CRM software
Mumbai
INR 20.0 - 25.0 Lacs P.A.
Work from Office
Full Time
Role & responsibilities Define, implement and manage operational processes as per regulatory framework to ensure exchange compliance. • Vendor management. • Able to build and manage teams for important functions like account opening, paying payout stock, and funds, DP account, customer modification, RMS, KYC, settlement, etc. • Responsible for customer support and seamless experience in a stock broking business. • Ensure process-oriented, TAT-driven customer support as per defined SOP. • Mentor and monitor the team to ensure a high level of accuracy and timely execution. • Coordinate with IT and Sales team for the development of online customer support process and Process automation Preferred candidate profile MBA/CA Finance from a good institute 10-15 years of Experience in stock broking operations Knowledge of back-office software like LD and CDSL Well-versed with the DKYC process and other broking norms
Mumbai, Navi Mumbai
INR 8.0 - 15.0 Lacs P.A.
Work from Office
Full Time
Role & responsibilities Lead the post-sales efforts for an online stock broking business Handling a team Call & Trade executives assigned to online customers. Responsible for client activation, online revenues, cross-sell and upsell for related products. Coordination with different Department to ensure smooth transition of work Working with a complete inbound plus outbound process. Recruiting and Handling team of dealers and callers in terms of performance, training, quality, attrition management etc. Daily/Monthly reviews meet with the team and management for quality check purposes. Identifying training needs across levels through mapping of skills and QA Preparing daily, monthly reports as per requirement. Preferred candidate profile Graduate / MBA from a good institute 8-15 years of experience in stock broking business managing call and trade desk Good working knowledge of marketing automation, CRM and contact center solution.
Ahmedabad, Bengaluru, Delhi / NCR
INR 5.0 - 6.0 Lacs P.A.
Work from Office
Full Time
Role & responsibilities Franchisee Acquisition: Identify and approach potential franchise partners in the designated region. Conduct market research to identify high-potential areas for franchise expansion. Engage with prospective franchisees, presenting the company's offerings and benefits. Onboarding and Training: Facilitate the onboarding process for new franchisees, ensuring they understand the company's operations and standards. Provide initial and ongoing training to franchise partners on product offerings, compliance requirements, and operational procedures. Relationship Management: Maintain regular communication with franchisees to address queries, provide support, and ensure satisfaction. Monitor franchisee performance and provide guidance to enhance business outcomes. Sales and Revenue Generation: Assist franchisees in achieving sales targets by providing necessary resources and support. Promote cross-selling of investment products such as Equity, Mutual Funds, and PMS to franchisees and their clients. Compliance and Reporting: Ensure that franchisees adhere to regulatory standards and company policies. Prepare and submit regular reports on franchisee performance, market trends, and sales activities. Preferred candidate profile Bachelor's degree in Business Administration, Finance, or related field. 35 years of experience in B2B sales, franchise development, or financial services stock broking industry. Strong communication and interpersonal skills. Ability to build and maintain relationships with franchise partners. Understanding of financial products and services. Proficiency in MS Office and CRM software
Navi Mumbai
INR 4.0 - 5.0 Lacs P.A.
Work from Office
Full Time
Role & responsibilities Able To Visualize And Design Logos, Stationery, Flyers, Social Media Creatives, Website pages and edit Stock Photos Etc. Hands on experience of Corel Draw, Photoshop, Illustrator, Should Have Good Knowledge of Fonts, Colour Combinations, Layouts And Latest Trends Able To Meet Tight Deadlines and Bear Work Under Pressure Preferred candidate profile 1-4 years relevant experience preferably in BFSI industry Graduate/under-graduate
Navi Mumbai
INR 15.0 - 25.0 Lacs P.A.
Work from Office
Full Time
About Bigul Join Bigul, a dynamic and innovative platform transforming the future of trading! Backed by the seasoned veteran of the industry, Bonanza group, Bigul is at the forefront of transforming the stock market with cutting-edge technology and customer-centric solutions. At Bigul, you'll find a vibrant and healthy work culture, growth opportunities, and the chance to make a real impact in the world of finance. If you're passionate about innovation, thrive in a fast-paced environment, and are looking for an exciting career with a forward-thinking company, Bigul is the place for you! ________________________________________________________________ About Business line: It plays a crucial role in ensuring that the firm adheres to regulatory standards and operates within legal frameworks set by financial authorities. The compliance function is responsible for protecting the firm from legal risks, maintaining market integrity, and safeguarding customer interests. This business line has become increasingly important due to the complex regulatory environment governing financial markets. Role Overview: The role involves ensuring that the brokerage firm's operations adhere to regulatory requirements, internal policies, and industry standards. This position involves overseeing the compliance framework within a discount broking environment, where cost-effective trading solutions are provided to clients without the full-service brokerage experience. The AVP of Compliance will play a crucial role in managing compliance risks, implementing policies, and maintaining regulatory relationships to safeguard the firm's reputation and operational integrity. Responsibilities: Expertise in drafting clear and professional correspondence and other documents of a legal, compliance, and business nature Involves ensuring compliance with SEBI & other applicable rules and regulations of the stock exchanges i.e., NSE & BSE, and depositories, clearing corporations, daily settlements, return filing, client communications, monitoring operations, reporting, empanelment, liaising with the back office of institutional cum HNI clients, other days to day back-office work wrt 'Depository Participant and Stock Surveillance - Implementing systems to monitor trading activities for suspicious patterns, ensuring compliance as guided by exchange and SEBI Manage all operational processes as per the regulatory framework to ensure exchange compliance To ensure KYC compliance, ID creations, CDSL ID and AP related compliance should be as per SEBI norms To ensure the exchange approvals related software and Algos Facilitate preparation & timely submission of various forms, reports, and other documents to Exchanges/Depositories. Assisting in ensuring exchange / DP-related compliances applicable to the Company under SEBI Act, SCRA, Rules, Regulations & Bye-laws of Exchange and Circulars issued by SEBI/CDSL/BSE from time to time. Assisting in handling Investor Grievances as per regulatory guidelines. Reviewing & updating company forms and internal documents in line with applicable stock broking / DP guidelines. Liaising with Exchanges, Depositories for routine matters Ensure process-oriented, TAT-driven process as per defined SOP. Any other compliance matters as assigned from time to time To ensure the all-published advertisement should be as per compliance
Navi Mumbai
INR 20.0 - 25.0 Lacs P.A.
Work from Office
Full Time
Role & responsibilities Strategic Sales Leadership: Develop and execute a comprehensive B2B sales strategy aligned with the firm's growth objectives. Identify and target new business opportunities within finance sector. Lead and mentor a team of sales professionals, fostering a high-performance culture. Client Acquisition & Relationship Management: Build and maintain strong relationships with key decision-makers at potential client organizations. Conduct in-depth needs assessments to tailor solutions that address client-specific challenges. Negotiate and close high-value contracts, ensuring mutually beneficial terms Collaboration with Internal Teams: Work closely with the product development and research teams to stay abreast of technological advancements and ensure offerings meet market demands. Provide feedback from clients to inform product enhancements and innovation. Market Intelligence & Reporting: Monitor industry trends, competitor activities, and regulatory changes to adapt sales strategies accordingly. Prepare and present regular sales forecasts, performance reports and strategic insights to senior management. Preferred candidate profile Bachelors or Master’s degree in Business, Finance, Engineering, or a related field. Minimum of 10–15 years in B2B sales within the financial services or fintech sector, with at least 5 years in a leadership role. Proven track record of selling complex financial products or services to institutional clients. Understanding of algorithmic trading concepts, market microstructure, and financial instruments. Ability to communicate technical concepts effectively to non-technical stakeholders. Exceptional negotiation, communication, and presentation skills. Strong analytical and problem-solving abilities. Demonstrated leadership and team management capabilities. Proficiency in CRM software and Microsoft Office Suite Experience in selling algorithmic trading platforms, execution management systems (EMS), or order management systems (OMS). Knowledge of regulatory environments affecting algorithmic trading in key markets.
Navi Mumbai
INR 5.0 - 7.0 Lacs P.A.
Work from Office
Full Time
Role Overview: As a Relationship Manager Dealer, you will be responsible for acquiring and managing clients in the equity and derivatives segments, executing trades, and providing personalized investment advice. Your role will involve leveraging algorithmic trading tools and strategies to enhance client portfolios and ensure compliance with regulatory standards. Role & responsibilities Client Acquisition & Onboarding Identify and acquire new clients through various channels, including referrals, cold calling, and networking events. Onboard clients by assisting them in opening Demat and trading accounts, ensuring a smooth and efficient process Relationship Management Develop and maintain long-term relationships with clients by providing personalized investment advice and solutions. Regularly interact with clients to understand their financial goals and risk tolerance, offering tailored strategies. Trading Execution & Advisory Execute trades on behalf of clients in the equity and derivatives markets, ensuring timely and accurate transactions. Advise clients on market trends, investment opportunities, and portfolio adjustments. Algorithmic Trading Support Educate clients on algorithmic trading platforms and assist in the creation and modification of customer-defined algo strategies using zero-code tools. Collaborate with third-party vendors to provide strategy solutions and relevant algo trading opportunities Compliance & Risk Management Ensure all trading activities comply with SEBI regulations and internal policies. Monitor client portfolios for risk and performance, providing timely updates and adjustments as needed Sales & Business Development Achieve and exceed sales targets by promoting and selling stock broking products such as Demat accounts, mutual funds, and bonds. Conduct marketing, sales, and brand-building activities to attract new customers. Preferred candidate profile Bachelors degree in Finance, Economics, Business Administration, or a related field. Postgraduate degree like an MBA (Finance) is preferred. NISM Series VIII (Derivatives segment) certification is mandatory. Strong knowledge of technical analysis and trading strategies. Familiarity with algorithmic trading platforms and zero-code strategy tools. Minimum 4 to 5 years relevant experience required.
Navi Mumbai, Mumbai (All Areas)
INR 3.0 - 4.0 Lacs P.A.
Work from Office
Full Time
Role & responsibilities: Franchisee Onboarding & Training Assist in the onboarding process for new franchisees, ensuring they understand company policies, trading platforms, and operational procedures. Coordinate and conduct training sessions for franchisee staff on broking operations, customer service, and compliance standards. Develop and maintain training materials and resources to support franchisee education. Operational Support & Issue Resolution Provide day-to-day operational support to franchisees, addressing queries related to account management, trading platforms, and client services. Collaborate with internal teams to resolve technical issues, ensuring minimal disruption to franchisee operations. Monitor franchisee performance and compliance, conducting regular audits to ensure adherence to company standards. Franchisee Payout Management Oversee the calculation and timely disbursement of franchisee commissions, ensuring accuracy and transparency. Maintain detailed records of franchisee earnings and resolve any discrepancies promptly. Provide franchisees with regular statements and reports detailing their earnings and performance metrics. Sales Support & Performance Monitoring Assist franchisees in setting sales targets and developing strategies to achieve them. Monitor franchisee sales performance and provide feedback and guidance to improve results. Implement incentive programs to motivate franchisees and drive sales growth. Marketing Support Provide franchisees with marketing materials, including brochures, banners, and digital content, to promote services effectively. Assist in local marketing campaigns and events to increase brand visibility and attract new clients. Collaborate with the marketing team to ensure franchisees have access to the latest promotional offers and materials. Communication & Coordination Serve as the primary point of contact for franchisees, facilitating effective communication between the head office and franchise locations. Coordinate with marketing, compliance, and product teams to ensure franchisees have the necessary resources and support. Assist in the implementation of corporate initiatives and campaigns at the franchisee level. Reporting & Documentation Maintain accurate records of franchisee interactions, training sessions, and operational issues. Prepare and submit regular reports on franchisee performance, training progress, and operational challenges. Assist in the preparation of documentation for franchise renewals and compliance audits. Preferred candidate profile: Bachelors degree in Business Administration, Finance, or a related field. 2–5 years of experience in franchise support, operations, or a related role, preferably within the financial services or broking industry. Strong understanding of stock market operations, trading platforms, and investment products. Excellent communication and interpersonal skills, with the ability to build and maintain relationships with franchisees. Proficiency in MS Office suite and CRM software. Ability to multitask and prioritize tasks effectively in a fast-paced environment. Willingness to travel occasionally to visit franchise locations.
Indore, Lucknow
INR 5.0 - 6.0 Lacs P.A.
Work from Office
Full Time
Role & responsibilities Franchisee Acquisition: Identify and approach potential franchise partners in the designated region. Conduct market research to identify high-potential areas for franchise expansion. Engage with prospective franchisees, presenting the company's offerings and benefits. Onboarding and Training: Facilitate the onboarding process for new franchisees, ensuring they understand the company's operations and standards. Provide initial and ongoing training to franchise partners on product offerings, compliance requirements, and operational procedures. Relationship Management: Maintain regular communication with franchisees to address queries, provide support, and ensure satisfaction. Monitor franchisee performance and provide guidance to enhance business outcomes. Sales and Revenue Generation: Assist franchisees in achieving sales targets by providing necessary resources and support. Promote cross-selling of investment products such as Equity, Mutual Funds, and PMS to franchisees and their clients. Compliance and Reporting: Ensure that franchisees adhere to regulatory standards and company policies. Prepare and submit regular reports on franchisee performance, market trends, and sales activities. Preferred candidate profile Bachelor's degree in Business Administration, Finance, or related field. 4 to 7 years of experience in B2B sales, franchise development, or financial services stock broking industry. Strong communication and interpersonal skills. Ability to build and maintain relationships with franchise partners. Understanding of financial products and services. Proficiency in MS Office and CRM software
Gandhinagar, Junagadh, Ahmedabad
INR 4.0 - 7.0 Lacs P.A.
Work from Office
Full Time
Role & responsibilities Introduce clients to the services offered, trading platforms, and account features. Understanding Client Queries and Requirements : Engage with clients to understand their investment goals, risk tolerance, and financial status. Regularly interact with clients to stay informed about their evolving needs and provide market insights. Address and resolve client queries promptly, offering accurate and relevant information. New Trading Patterns and Strategies : Stay informed about new trading patterns, technologies, and market strategies. Create and implement trading strategies that align with client objectives and market conditions. Continuously analyse the performance of executed trades and strategies, making necessary adjustments. Process Provided by Bigul : Client Application Demonstration, provide a comprehensive demonstration of the Bigul trading application, highlighting its features and functionalities. Offer resources and training to help clients understand market dynamics and trading skills. Provide continuous support and advice to help clients navigate the trading platform and market conditions. Relationship Management : Maintain a proactive relationship with the client for the initial three months to ensure a smooth journey and build trust. Compliance and Reporting : Ensure all trading activities comply with relevant regulations and internal policies. Prepare and submit regular reports on trading activities, market conditions, and client portfolios. Preferred candidate profile NISM VIII Certified: Certification as a requirement for compliance and regulatory knowledge. Market Experience: Proven experience in trading, broking, and market analysis. Educational Background: MBA in finance or a related field. Broking and Advisory Experience: Prior experience in brokerage and advisory roles is essential.
Ahmedabad
INR 4.0 - 7.0 Lacs P.A.
Work from Office
Full Time
Role & responsibilities • Individual Lead Generation Profile: Proactively generate leads through self-sourcing, networking, and client referrals. Client Acquisition: Identify and onboard clients for products like mutual funds, insurance, Demat accounts, and wealth management services. Sales Strategy: Develop and implement effective sales strategies to meet targets. Team Collaboration: Work closely with internal teams to ensure seamless client onboarding and service delivery. Compliance: Ensure all sales activities adhere to regulatory standards and company policies. Preferred candidate profile • Financial Products: In-depth understanding of mutual funds, insurance, demat accounts, and wealth management. • Sales Acumen: Proven track record in achieving sales targets and client acquisition. • Communication: Excellent interpersonal and negotiation skills. Analytical Thinking: Ability to assess client needs and recommend suitable financial products. Technology Proficiency: Familiarity with CRM tools and Microsoft Office Suite. Min 5 Years Experience in this field.
Mumbai
INR 2.5 - 6.0 Lacs P.A.
Work from Office
Full Time
About Bonanza Group : Bonanza Group is a leading player in the fintech and finance industry, committed to delivering innovative financial solutions that empower our customers. We are looking for a CRM Executive to help us deliver exceptional customer experiences through our CRM system. This is an exciting opportunity for individuals passionate about customer relationships, data analysis, and marketing automation. Job Summary: We are looking for a CRM Executive to support our CRM Systems Manager in managing and executing CRM activities that drive customer retention, engagement, and overall satisfaction. The ideal candidate will be responsible for executing CRM campaigns, maintaining the CRM system, and providing insights that can help improve customer interactions. This role is critical in enhancing customer engagement by personalizing communication and automating key processes that lead to higher conversion and retention rates. Key Responsibilities: CRM Data Management: Maintain and update the customer database with accurate and relevant information. Monitor and manage customer segmentation to ensure that each customer group is targeted appropriately. Campaign Execution: Assist in the execution of email, SMS, push notifications, and WhatsApp campaigns. Support in the development and execution of personalized communication strategies for customer retention. Customer Engagement: Monitor customer interactions to identify opportunities for improving engagement. Use customer feedback and behavior data to personalize communication and enhance the customer journey. Automation: Collaborate with the marketing automation team to implement and optimize automated workflows and processes. Execute customer lifecycle email programs (e.g., welcome emails, post-purchase follow-ups, re-engagement campaigns). Reporting & Analytics: Track and analyze campaign performance, customer data, and key metrics (open rates, CTR, conversion rates). Provide regular reports and insights to the CRM Systems Manager to refine and optimize CRM strategies. Collaboration: Work with cross-functional teams (sales, marketing, customer support) to ensure CRM activities align with broader business objectives. Collaborate with the design team to create email and SMS templates that adhere to branding guidelines. CRM System Support: Support the CRM Systems Manager in ensuring that the CRM platform is fully functional and optimized. Assist in troubleshooting and resolving issues related to CRM system performance or data accuracy. Customer Feedback: Manage and respond to customer queries or complaints received via CRM tools, ensuring timely and professional resolution. Gather insights from customer feedback to improve CRM strategies and customer experience. Continuous Improvement: Stay up-to-date with trends in CRM practices, marketing automation, and data management to improve strategies. Suggest improvements to processes, workflows, and the CRM system to streamline operations. Qualifications: Experience: 1-3 years of experience in CRM or related fields such as marketing automation, customer service, or data analysis. Educational Background: Bachelors degree in Marketing, Business Administration, Information Technology, or related fields. Technical Skills: Familiarity with CRM platforms like Leadsquared, Salesforce, HubSpot, or Zoho CRM. Analytical Skills: Strong analytical abilities with the ability to use CRM and marketing data to make data-driven decisions. Communication Skills: Excellent written and verbal communication skills, with the ability to craft compelling and customer-centric messages. Attention to Detail: Strong attention to detail, especially when it comes to managing customer data and tracking campaigns. Problem-Solving Skills: Ability to identify and resolve issues in CRM workflows or data discrepancies in a timely manner. Why Join Bonanza Group: Growth Opportunities: We offer a dynamic and innovative environment where you can grow professionally and take on greater responsibilities. Collaborative Culture: Be part of a collaborative team that values creativity, feedback, and continuous improvement. Competitive Compensation: We provide an attractive salary package and benefits to all our employees. Impactful Work: Your role will have a direct impact on how we connect with our customers and deliver exceptional service. This role is an excellent opportunity for someone who is passionate about customer relationship management, data analysis, and making meaningful improvements in customer engagement through technology.
Navi Mumbai
INR 6.0 - 8.0 Lacs P.A.
Work from Office
Full Time
Responsibilities: Creative Leadership & Team Management Lead and inspire a multidisciplinary creative team, including designers, copywriters, and content strategists. Foster a collaborative and innovative environment that encourages creative excellence and professional growth. Oversee the development of creative briefs, ensuring alignment with marketing objectives and brand guidelines. Campaign Development & Execution Conceptualize and execute integrated marketing campaigns that drive user engagement and brand awareness. Ensure consistency in messaging and visual identity across all marketing materials and platforms. Ensuring projects are completed on time and within budget. Brand Strategy & Positioning Collaborate with the marketing team to define and refine the brand's voice, tone, and visual identity. Monitor industry trends and competitor activities to inform creative strategies and maintain a competitive edge. Develop and maintain brand guidelines to ensure consistency across all touchpoints. Cross-Functional Collaboration Work closely with product, technology, and sales teams to understand business objectives and translate them into compelling creative solutions. Coordinate with external agencies and vendors to execute large-scale campaigns and initiatives. Performance Analysis & Optimization Analyse the effectiveness of creative campaigns using key performance indicators (KPIs) and analytics tools. Provide actionable insights and recommendations to optimize future campaigns and improve ROI. Required Skills & Qualification: Bachelors degree in Graphic Design, Marketing, Communications, Fine Arts, or a related field. Proven experience (typically 5+ years) in creative roles, with at least 23 years in a managerial or leadership position. Strong portfolio showcasing creative work across various media, including digital, print, and video. Expertise in design tools (e.g., Adobe Creative Suite: Photoshop, Illustrator, InDesign, After Effects) and project management tools Strong understanding of branding, marketing, and the ability to align creative strategies with business goals. Excellent communication skills to clearly and persuasively present ideas to creative teams and non-creative stakeholders. Ability to manage multiple projects and deadlines in a fast-paced, deadline-driven environment. Strong attention to detail and commitment to delivering high-quality work. Strategic mindset with the ability to maintain a creative vision aligned with business objectives. Experience collaborating with creative agencies, freelancers, and vendors. Problem-solving abilities, with a focus on generating innovative and effective creative solutions. Exposure to platforms like CleverTap , MoEngage , and WebEngage to segment users, analyze behaviour, and trigger personalized journey.
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