3 years
0 Lacs
Posted:4 days ago|
Platform:
On-site
Full Time
· 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.
CFP / CFA / MBA in Finance / Marketing
· 3+ year experience in Banking/financial services/ Broking Company and AMC’s
·
· 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.
Marketing
Bonanza Portfolio Ltd
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