Bonanza Portfolio

Company Name - Bonanza Portfolio Ltd.

Experience - 3 - 10 years.

Functional Area Marketing.

Qualification - Graduate / Post Graduate / MBA (Finance & Marketing).

Job description of Sales Relationship Manager.

Preferable Product: Stock Broking, Mutual Funds, Insurance (Sales personnel handling Direct as well as B to B channel).

Job- Description:.

- Acquisition of Direct Clients as well as Business Associates for Stock Broking, PMS, Mutual funds, Fixed Deposits and Insurance business.

- Responsible for achieving his individual Target of Stock Broking, PMS, Mutual funds, Fixed Deposits and Insurance business.

- Responsible for achieving his Minimum KRA & Monthly Target of New Client / DSA Acquisition, Stock Broking, PMS, Mutual funds, Fixed Deposits and Insurance business.

- Identify Business Associates who has good relationships and can acquire new clients of Stock Broking, Mutual funds and Insurance business.

- Give Joint call support to all BAs along with Direct Sales exposure.

- Accountable for Business Targets individually in sync with BA / DSA acquisition / activation Target.

- Customer Relationship Management.

- Impart Product training to Business Associates acquired by him.

Preferred Skill Set:.

- Logical and analytical approach to Sales.

- Convincing power.

- Experience & Knowledge of handling B to B channel in Stock Broking / Mutual Funds / Insurance business.

- Relationship oriented approach and should possess high energy levels.

- Client centric approach.

- Analytical mind with solution providing approach.