Relationship Manager

2 days ago


Noida, Uttar Pradesh, India 4d32f797-26d9-4dc5-b064-31a1701e13fc Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Company Description

Bonanza Portfolio Ltd. has been a leading player in India's financial services sector for over 30 years, offering exceptional expertise in Wealth Management, Mutual Funds, Global Investments, Broking, and Merchant Banking. The company provides comprehensive financial and investment solutions tailored to ensure sustainable financial growth for individuals and businesses. Known for its personalized advisory-driven approach, Bonanza prioritizes client success through clarity, transparency, and strategic insights. With a proven track record and access to global markets, Bonanza empowers clients to achieve their financial goals.

Job description of Sales Relationship Manager

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

Preferred Skill Set:

-  Logical and analytical approach to Sales

-  Convincing power

-  Experience & Knowledge of handling B to B channel in Stock Broking / Mutual Funds / Life /

Insurance business

-  Relationship oriented approach and should possess high energy levels

-  Client centric approach

-  Analytical mind with solution providing approach

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


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