Company Description Bonanza Portfolio Ltd, established in 1994, is one of the largest financial services and broking houses in India. With 10 mega group companies, Bonanza offers a wide range of financial services across all verticals, including Equity Broking, Portfolio Management, Mutual Funds, Insurance, and Depository Services. We have a pan-India presence with over 700 outlets in more than 600 cities, supported by cutting-edge technology and a dedicated research team. Hiring for Front Desk Receptionist Role Description This is a full-time on-site role for a Front Desk Receptionist at Bonanza Portfolio Ltd in the Mumbai Metropolitan Region. The Front Desk Receptionist will be responsible for phone etiquette, receptionist duties, clerical tasks, communication with clients, and delivering excellent customer service on a day-to-day basis. Qualifications Phone Etiquette and Receptionist Duties Clerical Skills and Communication abilitiess Excellent interpersonal skills Ability to multitask and prioritize tasks effectively Previous experience in a similar role is preferred Required : Graduation Location : Goregaon Mumbai Show more Show less

Wealth Manager Job description:  Will be responsible for acquiring preferred clients (HNI/Ultra HNI).  To maintain client relationships and generate AUM (Assets Under Management) from preferred clients.  To advise HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients  To coordinate with product and research team for taking investment decision for the clients.  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.  To contact clients periodically and determine if they are satisfied with the service and returns generated.  To review the clients investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment.  Key products to be handled are - Portfolio Management Services, Model Portfolio, Mutual Funds, Insurance, Bonds, Trading Equity, and Commodities & Currency. Qualification: CFP / CFA / MBA in Finance / Marketing Experience: 1+ years Key Skills:  Should be an individual performer  Handling a reasonable book size  Pleasant personality and good communication skills. Functional Area: Marketing Show more Show less

Exciting Opportunity: Sales Relationship Manager Company: Bonanza Portfolio Ltd. Functional Area: Marketing Qualification: Graduate / Post Graduate / MBA (Finance & Marketing) Job Profile: We're looking for a talented Sales Relationship Manager to join our team! As a Sales Relationship Manager, you'll be responsible for: - Acquiring new clients and business associates for Stock Broking, PMS, Mutual Funds, Fixed Deposits, and Insurance business - Achieving individual targets and KRAs for new client acquisition and business growth - Identifying and partnering with business associates who can bring in new clients - Providing joint call support and product training to business associates - Managing customer relationships and driving business growth Ideal Candidate: - Has experience in sales and marketing, preferably in Stock Broking, Mutual Funds, or Insurance - Is skilled in client acquisition, relationship management, and business development - Has strong communication and interpersonal skills - Is target-driven and results-oriented Walk-in Drive: Sales Relationship Manager Dates: 28th to 30th May Time: 11 Am to 5 Pm Meet person : Nilofer Location : Bonanza Portfolio Ltd. House, Plot No. M, Bonanza, 2, Walbhat Rd, Cama Industrial Estate, Goregaon, Mumbai, Maharashtra 400063 Don't miss this opportunity! Meet our team and kick-start your career as a Sales Relationship Manager. We look forward to seeing you there! Show more Show less

Urgent Opening Location - Delhi Role Description Are you a dynamic sales expert with experience in fire, marine, Engineering & liability insurance product? At PROBUS, we are looking for passionate individuals to drive growth in the SME insurance Market. Job Description – Business Development Meeting with corporate /institutional customers and assessing their insurance requirements, capture key demographics and present them with viable proposals. Network and engage with CFO/HR heads and other key decision-makers in the company Develop, maintain and retain excellent relationship with clients. Achieve revenue targets Ensure client Acquisition and help in increasing the revenue for the company with new business and cross sell opportunities Prepare client Road Map for the Upcoming corporate Renewal in the General Insurance Business Interacting with client to gather the required set of information to offer best insurance program to corporate Understanding the business process of the client and suggesting the proper insurance policies along with value added cover Handling corporate client in direct channel /Agency channel for General Insurance Report daily MIS and tracking of targets & personal meeting with clients. He/she shall keep up breast of the latest developments & report to the Products/ Quotes team of the upcoming client requirements to innovate the product/service mix Ensure end-to end single point service for the customer, to win and maintain his trust Maintain effective documentation of the leads generated and customers acquired/ serviced and share MIS To regularly enter data in the software for capturing leads, customer contacted, servicing done, etc. Maintain MIS on key performance indicators If you ‘are eager to grow with leading insurance brand. This is your chance. DM# ritu.verma@bonanzaonline.com/9158478806 Show more Show less

Hiring for Equity Dealer Location : Delhi / Jaipur Job description: · Responsible for managing client’s portfolios by assessing their needs and advising them on their Investments, based on the research reports generated by the research department. · Communicating trading on calls and investing ideas to customers. · To trade on behalf of clients. · Responsible for brokerage generation. · Cross selling third party products. (Mf, sip, PMS, Insurance) · Research and build relationships with clients. Qualification: · Graduate / Post Graduate Certification: · NISM Mandatory , can be done before joining Experience: · Minimum 1 Year dealing experience. Key Skills: · Pleasant personality and good communication skills. · Basic knowledge of finance and financial products. · Must have worked on ODIN software. Show more Show less

Job description: • Responsible for managing client’s portfolios by assessing their needs and advising them on their Investments, based on the research reports generated by the research department. • Communicating trading on calls and investing ideas to customers. • To trade on behalf of clients. • Responsible for brokerage generation. • Cross selling third party products. • Research and build relationships with clients. Qualification: • Graduate / Post Graduate Certification: • NISM Mandatory Experience: • Minimum 1+ Year dealing experience. Key Skills: • Pleasant personality and good communication skills. • Basic knowledge of finance and financial products. • Must have worked on ODIN software. • Good in Excel. Functional Area: • Trading Show more Show less

Job Title: Relationship Manager Advisory Location: Mumbai (Goregaon) Company: Bonanza Portfolio Limited Job Summary: We are seeking an experienced and dynamic Relationship Manager to help us to grow in our broking business. The ideal candidate will be responsible for driving business growth, providing strategic leadership, enhancing client engagement, and ensuring the successful execution of investment strategies and services. This is an exciting opportunity to lead a high-performing team and contribute to our client-focused approach in the fast-paced financial services industry. Key Responsibilities: Lead as a Relationship Managers to achieve business targets and client acquisition goals. Oversee the management of client portfolios, providing guidance on financial planning, investment strategies, and market trends. Reactivate dormant client accounts and identify cross-selling opportunities to drive revenue growth. Execute high-value and complex transactions on the broking platform, ensuring accuracy and compliance. Develop and maintain strong relationships with key clients, ensuring high levels of client satisfaction and retention. Monitor market developments, provide regular updates and recommendations to the team and clients. Resolve escalated client queries and issues promptly and professionally. Collaborate with senior management to design and implement strategies for business expansion and client engagement. Ensure adherence to regulatory compliance, internal policies, and quality standards. Qualifications and Skills: Bachelor’s degree Business Administration in Finance or a related field Minimum of 3–7 years of experience in financial services, broking, or wealth management. Strong knowledge of broking business, investment products, and financial markets. Proven track record of leading successful sales and client management teams. Excellent communication, leadership, and interpersonal skills. Ability to build and maintain relationships with clients and investors. NISM VIII certifications preferred. Show more Show less

Job Title: Relationship Manager Advisory Location: Mumbai (Goregaon) Company: Bonanza Portfolio Limited Job Summary: We are seeking an experienced and dynamic Relationship Manager to help us to grow in our broking business. The ideal candidate will be responsible for driving business growth, providing strategic leadership, enhancing client engagement, and ensuring the successful execution of investment strategies and services. This is an exciting opportunity to lead a high-performing team and contribute to our client-focused approach in the fast-paced financial services industry. Key Responsibilities: Lead as a Relationship Managers to achieve business targets and client acquisition goals. Oversee the management of client portfolios, providing guidance on financial planning, investment strategies, and market trends. Reactivate dormant client accounts and identify cross-selling opportunities to drive revenue growth. Execute high-value and complex transactions on the broking platform, ensuring accuracy and compliance. Develop and maintain strong relationships with key clients, ensuring high levels of client satisfaction and retention. Monitor market developments, provide regular updates and recommendations to the team and clients. Resolve escalated client queries and issues promptly and professionally. Collaborate with senior management to design and implement strategies for business expansion and client engagement. Ensure adherence to regulatory compliance, internal policies, and quality standards. Qualifications and Skills: Bachelor’s degree Business Administration in Finance or a related field Minimum of 3–7 years of experience in financial services, broking, or wealth management. Strong knowledge of broking business, investment products, and financial markets. Proven track record of leading successful sales and client management teams. Excellent communication, leadership, and interpersonal skills. Ability to build and maintain relationships with clients and investors. NISM VIII certifications preferred. Show more Show less

Greeting for the Day || Bonanza Portfolio Limited Job Title - Compliance officer Location :- Bonanza Portfolio(IFSC) Private Limited. Unit 242 Signature, 2nd Floor, Block 138, Zone 1 GIFT SEZ Gandhinagar Gujrat 382355. Compliance Officer for Broking, Global Access Market, Distribution & Insurance in GIFT City, Gandhinagar. This is a full-time, on-site role. Key Responsibilities: - Ensure compliance with IFSCA regulations & AML/CFT processes - Lead client operations & risk management - Drive business growth & expand distribution networks - Regulatory Compliances & Reporting with SEZ, IFSCA, Exchanges etc. - Preparation of Policies, SOPs, noted etc. Qualifications: - Post-graduate/professional degree in finance, law, or related fields - 5+ years experience in capital markets or financial services - Strong regulatory & leadership expertise Thanks & Regards Aditi Indap || Human Resource || Goregoan (E) 022- 68363704| WWW.BONANZAONLINE.COM

Job Title: Virtual Relationship Manager – MF/ Online Stock Broking Industry: Financial Services / Wealth Management Location: Noida Department: Sales / Client Relationship Reports To: Team Leader / Branch Head / Sales Manager Employment Type: Full-time Job Summary: We are looking for a proactive and customer-focused Virtual Relationship Manager (VRM) to join our mutual fund distribution team. The VRM will be responsible for engaging with clients/ Associates virtually (via calls, video, and online platforms), understanding their financial goals, and recommending suitable mutual fund products. This role requires a strong knowledge of financial products, excellent communication skills, and the ability to build long-term client/ Associate relationships remotely. Key Responsibilities: Manage a portfolio of existing and prospective clients through virtual platforms (phone, email, WhatsApp, video calls). Understand client investment needs, risk appetite, and financial goals to offer personalized mutual fund recommendations. Assist clients/ Associates in starting SIPs, lump sum investments, or switching/redemption as per their needs. Upsell and cross-sell mutual fund products and related services (e.g., tax-saving options, retirement planning). Ensure regular follow-ups with clients for portfolio reviews, market updates, and service-related issues. Track and achieve sales and revenue targets assigned by the organization. Educate clients about new fund offerings (NFOs), market movements, and investment strategies. Ensure compliance with SEBI guidelines, KYC norms, and internal processes. Maintain accurate records of client interactions and transactions on CRM systems. Qualifications & Skills: Bachelor’s degree in Finance, Commerce, Business, or related field (MBA/PGDM is a plus). 1–3 years of experience in mutual fund sales, financial advisory, or relationship management (virtual or in-person). NISM Series V-A certification (Mutual Fund Distributor) . Strong understanding of mutual fund products, SIPs, taxation benefits (ELSS), and investor profiles. Excellent communication skills in English and]. Ability to build rapport virtually and manage client expectations effectively. Self-motivated, target-driven, and good at multitasking. Proficient in MS Office, CRM tools, and financial calculators. Preferred Experience: Prior experience in a fintech, wealth advisory firm, or AMC distribution partner. Exposure to digital investment platforms, robo-advisory tools, or video-based client interactions.

Job description Designation: Head of Research Experience: 8-10Years Location : Mumbai Goregaon Tentative Job Description: Major Accountabilities: 1. Investment Recommendations and Analysis: • Generate timely and accurate investment recommendations, stocks, sectors, and ideas that deliver substantial returns to customers across all investor products and services. • Provide expert-level inputs for overall strategy, initiatives, goals, and budgets related to equities. 2. Client Coordination: • Regularly coordinate with Institution clients, Private Client Group (PCG), High Net Worth Individuals (HNI), and retail clients. • Address day-to-day queries from clients and maintain strong client relationships. 3. Team Leadership and Guidance: • Lead and guide the equity research analyst team in conducting research and valuation of companies. • Generate new ideas, meet with company managements, and present to institutional investors. 4. Product Development: • Design and develop product offerings from the Research department tailored for each segment of the company's clientele. 5. Financial Modeling and Analysis: • Develop financial models reflecting companies' overall performance and valuation to support sound investment decisions. • Close monitoring of companies in the existing portfolio and timely adjustments based on market conditions. 6. Market Analysis and Theme-Based Ideas: • Analyze industry-specific trends, regulatory environments, and identify opportunities in sectors. • Formulate and generate theme-based trading and investment ideas. 7. Strategic Planning: • Develop short and long-term business strategies, including investment ideas and stock recommendations, aligning with overall business objectives. • Understand business problems and opportunities, recommend solutions to achieve organizational goals. 8. Client Interactions and Networking: • Handle client interactions, conference calls, corporate meetings, industry visits, and road-shows. • Build and maintain a strong network in the industry. 9. Research Reports and Publications: • Identify investment opportunities in the Indian equity markets and publish research reports on individual equities across sectors and market capitalization. • Oversee budgets and policies for the Research Department. Must-Haves: • Educational Qualification: MBA from a leading institution, CFA or CA . • Industry Background: Institutional Research • Experience: Minimum 8 years with at least 5+ years leading/supervising teams, Experience in institutional research is a must. • Client Servicing Experience: Proven experience in servicing Instituional Clients • Companies Under Coverage: 100+ • Skills: Thorough knowledge of financial markets, equity operations, trading strategies, settlements, knowledge of Algo trading is additional benefit

Job Title: HR Executive Location: Goregaon, Mumbai About Bonanza Portfolio Limited: Bonanza Portfolio Limited is a well-established and respected financial services company in India, offering a wide range of investment solutions to its clients. With a strong commitment to ethical practices and customer satisfaction, Bonanza Portfolio is a dynamic and growth-oriented organization. Job Summary: We are seeking a proactive and detail-oriented HR Associate with 2-3 years of relevant experience to join our Human Resources team in Mumbai. The HR Associate will play a crucial role in supporting various HR functions, contributing to a positive and productive work environment. This role offers an excellent opportunity to gain comprehensive HR experience within a dynamic financial services organization. Key responsibilities: Recruitment & Onboarding: Assist in the full recruitment lifecycle, including job posting, sourcing candidates through various channels, screening applications, coordinating interviews, and conducting initial interviews. Prepare offer letters and manage the onboarding process, ensuring a smooth and positive experience for new hires. Maintain and update the applicant tracking system (ATS) and recruitment-related documentation. Employee Relations: Serve as a point of contact for employee queries and concerns, providing timely and accurate information. Assist in the implementation of employee engagement initiatives and activities. Support the HR Manager in addressing employee grievances and disciplinary matters, ensuring fair and consistent application of policies. HR Operations & Administration: Maintain and update employee records and HR databases with accuracy and confidentiality. Assist in the administration of HR policies and procedures. Manage employee attendance, leave records, and other HR-related administrative tasks. Coordinate with other departments for HR-related processes and requirements. Prepare HR-related reports and presentations as required. Performance Management: Support the implementation of the performance management process, including goal setting, performance reviews, and feedback mechanisms. Assist in tracking performance management timelines and ensuring timely completion of appraisals. Learning & Development: Assist in identifying training needs and coordinating training programs for employees. Maintain training records and track employee participation. Compliance: Ensure compliance with all applicable labor laws and regulations. Assist in maintaining HR documentation in accordance with legal requirements. Other Responsibilities: Participate in HR projects and initiatives as assigned. Contribute to the continuous improvement of HR processes and practices. Perform any other duties as assigned by the HR Manager. Qualifications and Experience: Bachelor's degree in Human Resources, Business Administration, or a related field. Minimum of 2-3 years of progressive HR experience, preferably in a corporate setting. Sound understanding of HR principles, practices, and relevant labor laws. Proven experience in handling recruitment processes. Excellent communication (both verbal and written) and interpersonal skills. Strong organizational and time management skills with the ability to prioritize tasks effectively. High level of accuracy, attention to detail, and confidentiality. Proficiency in MS Office Suite (Word, Excel, PowerPoint). Familiarity with HRIS. Ability to work independently and as part of a team. A proactive and problem-solving attitude. Skills: Recruitment & Selection Employee Relations HR Administration Learning & Development Coordination Communication Skills (Written & Verbal) Interpersonal Skills Stakeholder Relations Time Management Attention to Detail Data Analysis MS Office Proficiency Why Join Bonanza Group: Impactful Work Environment: Contribute to growth in a rapidly evolving and innovative field where your work directly impacts company success. Growth and Development: Access to continuous learning, professional development, and career growth opportunities. Supportive Culture: Join a team that values creativity, collaboration, and results. Competitive Compensation: Competitive salary with an attractive benefits package.

Fundamental Research Analyst Job description: · The analyst will be responsible for maintaining a continuous coverage on allocated industry sector and individual stocks; identify alpha opportunities and risks; to justify investment thesis to our institutional clients. · The analyst will be responsible to execute the following task and take ownership to achieve the above objective(s): a) Create and maintain company operating, earnings forecasts and valuation models; b) Conducting statistical analysis of stock and company data, fundamentals, and relevant correlations of the data to identify alpha opportunities; c) Write research reports for initiations of coverage, analysis of data, earnings results, and industry news, to be published to our institutional investors and media. Provide Buy/Sell/Hold Recommendations. d) Maintain constant coverage of industry-related news, trends, and developments. Disseminate your insight when appropriate to internal and external stakeholders (clients). e) You will be expected to maintain a procedure protocol for escalating emerging news across the coverage and respond to corporate actions, special situations, event, and model validation. f) Build relationships with investor relations teams of your portfolio companies. This may involve some travel. · The analyst will also interact with institutional investors, communicating investment research and responding to requests for models and ad-hoc analysis. · The analyst will ensure to maintain a public image for the firm at conferences/events and maintain active participation in investor conference calls. Communicate the company’s research, building its brand and referring potential new clients. Qualification: CA / CFP / MBA - Finance (MUST) Experience: · Prior experience in financial services preferred (2-4 years) within a front office role {such as Equity Capital Markets, Debt Capital Markets, Sales & Trading or Equity Research}. · Advanced Excel proficiency. 2-4 years of practical experience of using Excel for building and maintaining financial models. (MUST). · Platform experience within Bloomberg or similar software. · Experience writing in a professional capacity, e.g., crafting equity research notes / correspondence; presentation and/or development of industry reports; strong power point skills (MUST). · Proficiency for presenting and debating a point under pressure; Strong power point skills are a must. · Our Focus Industry Sectors: BFSI Autos Industrials. Key Skills: · Experience writing in a professional capacity, e.g., crafting equity research notes / correspondence; presentation and/or development of industry reports; strong power point skills (MUST) · Proficiency for presenting and debating a point under pressure; Strong power point skills are a must. Functional Area: Business support Job Location: Mumbai

Job Title: Business Support Executive – Wealth Management Location: Goregaon Department: Wealth Management Job Summary: We are looking for a proactive and organized Business Support Executive to support our Wealth Management team. The ideal candidate will have experience in coordinating with business partners and HNI clients, managing backend processes, and ensuring seamless communication across internal and external stakeholders. Key Responsibilities: •Act as a liaison between the Wealth team and external partners (e.g., AMCs, brokers, clients). •Coordinate with clients for documentation, onboarding, and service-related queries. •Track and follow up on investment proposals, portfolio reports, and execution timelines. •Support wealth advisors with data collation, MIS reporting, and backend operations. •Schedule and organize review meetings, calls, and presentations with clients/partners. •Ensure compliance and documentation requirements are met in coordination with the operations/legal team. Requirements: •Graduate/Postgraduate in Finance, Commerce, or related field. •2–4 years of relevant experience in wealth management or financial services. •Strong communication and coordination skills, especially in handling HNI clients and channel partners. •Proficient in MS Office (especially Excel and PowerPoint). •Knowledge of mutual funds, PMS, AIFs, and other wealth products preferred. Preferred Traits: •Client-first approach with attention to detail. •Ability to multitask and manage priorities in a fast-paced environment. •High sense of ownership and discretion in client dealings.

Job description Designation: Head of Research Experience: 8-10Years Tentative Job Description: Major Accountabilities: 1. Investment Recommendations and Analysis: • Generate timely and accurate investment recommendations, stocks, sectors, and ideas that deliver substantial returns to customers across all investor products and services. • Provide expert-level inputs for overall strategy, initiatives, goals, and budgets related to equities. 2. Client Coordination: • Regularly coordinate with Institution clients, Private Client Group (PCG), High Net Worth Individuals (HNI), and retail clients. • Address day-to-day queries from clients and maintain strong client relationships. 3. Team Leadership and Guidance: • Lead and guide the equity research analyst team in conducting research and valuation of companies. • Generate new ideas, meet with company managements, and present to institutional investors. 4. Product Development: • Design and develop product offerings from the Research department tailored for each segment of the company's clientele. 5. Financial Modeling and Analysis: • Develop financial models reflecting companies' overall performance and valuation to support sound investment decisions. • Close monitoring of companies in the existing portfolio and timely adjustments based on market conditions. 6. Market Analysis and Theme-Based Ideas: • Analyze industry-specific trends, regulatory environments, and identify opportunities in sectors. • Formulate and generate theme-based trading and investment ideas. 7. Strategic Planning: • Develop short and long-term business strategies, including investment ideas and stock recommendations, aligning with overall business objectives. • Understand business problems and opportunities, recommend solutions to achieve organizational goals. 8. Client Interactions and Networking: • Handle client interactions, conference calls, corporate meetings, industry visits, and road-shows. • Build and maintain a strong network in the industry. 9. Research Reports and Publications: • Identify investment opportunities in the Indian equity markets and publish research reports on individual equities across sectors and market capitalization. • Oversee budgets and policies for the Research Department. Must-Haves: • Educational Qualification: MBA from a leading institution, CFA or CA . • Industry Background: Institutional Research • Experience: Minimum 8 years with at least 5+ years leading/supervising teams, Experience in institutional research is a must. • Client Servicing Experience: Proven experience in servicing Instituional Clients • Companies Under Coverage: 100+ • Skills: Thorough knowledge of financial markets, equity operations, trading strategies, settlements, knowledge of Algo trading is additional benefit