Bonanza Portfolio

1 day ago

Mumbai, India Bonanza Porfolio Full time

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. (ref:iimjobs.com)

  • Franchisee Coordinator

    4 days ago

    Mumbai, India Bonanza Portfolio Ltd Full time

    Greetings, We have urgent openings for the Position of **Franchisee Coordinator.** **Company Name: - ** Bonanza Portfolio Ltd **Qualification: - **Graduation **Experience: - **1-2 Years **Job Description: - ** 1) At least require 1 to 2 years’ Experience in Sales. 2) Should be Fluent In English, Marathi & Hindi Language. 3) Able to Coordinate...

  • Telesales / Customer Service

    2 weeks ago

    Mumbai, India Bonanza Portfolio Ltd Full time

    Company Name: - Bonanza Portfolio Ltd Indsutry: - Broking and Financial Services Qualification: - Graduation Location: - Goregaon East Job description: - Briefing to the customer about product and services, plans and its benefits and providing them the solutions as per the customer needs. - Scheduling interested customer’s appointment with the...

  • Bonanza Portfolio

    1 day ago

    Mumbai, India Bonanza Porfolio Full time

    Description:- Hiring for Head Research.Job description:- Designation: Head of Research.- Experience: 8-10Years.Tentative Job Description:Major 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...

  • Bonanza Portfolio

    2 weeks ago

    Mumbai, India Bonanza Porfolio Full time

    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...

  • Bonanza Portfolio

    1 day ago

    Mumbai, India Bonanza Porfolio Full time

    Job Description - Wealth Manager (Family Office). The Wealth Manager (Family Office) will act as the primary liaison between the Family Office and its client families. This role is responsible for onboarding new clients and managing relationships with high-net-worth families, understanding their unique needs, and ensuring the seamless delivery of wealth...

  • Client Engagement Manager

    2 weeks ago

    Navi Mumbai, Maharashtra, India Bonanza Portfolio Full time US$ 1,50,000 - US$ 2,00,000 per year

    Responsibilities:Creative Leadership & Team ManagementLead 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...

  • Head Equity Research Analyst

    4 hours ago

    Goregaon, Mumbai, Virar, India Bonanza Portfolio Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    Job Description for Head of Research Analyst. 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,...

  • Equity & Commodity Dealer

    2 weeks ago

    Mumbai, Maharashtra, India Bonanza Portfolio Ltd Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    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...

  • Client Alliance Manager

    2 weeks ago

    Navi Mumbai, Maharashtra, India Bonanza Portfolio Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Key Responsibilities:Strategic Alliance Development:Identify, initiate, and manage partnerships with financial institutions, fintech platforms, wealth managers, and other strategic partners.Build and implement collaborative go-to-market strategies with partners to drive business goals.Client Relationship Management:Serve as the primary relationship manager...

  • Client Alliance Manager

    3 weeks ago

    Navi Mumbai, India Bonanza Portfolio Full time

    Key Responsibilities: Strategic Alliance Development: Identify, initiate, and manage partnerships with financial institutions, fintech platforms, wealth managers, and other strategic partners. Build and implement collaborative go-to-market strategies with partners to drive business goals. Client Relationship Management: Serve as the primary relationship...