1. Maintaining client relationships and generating AUM (Assets Under Management) from preferred clients.
2. Advising HNI/Ultra HNI clients on their Investments managing their overall financial portfolio and deepening the wallets of existing clients.
3. Coordinating with product and research teams to make investment decisions for the clients.
4. Conducting and assisting in organizing seminars, workshops, and other business development activities.
5. Achieving budgeted targets in terms of number of clients/volume of business & assets.
6. Researching, investigating, and updating themselves on available investments.
7. Contacting clients periodically and determine if they are satisfied with the service and returns generated.
8. Reviewing the client s investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment.
9. Will be responsible for acquiring preferred clients (HNI/Ultra HNI).
10. Key products to be handled are - Portfolio Management Services, Model Portfolio, Mutual Funds, Insurance, Bonds, Trading Equity, and Commodities & Currency.
A financial powerhouse! That's what Bonanza is for you! Established in the year 1994, Bonanza developed into one of the largest financial services and broking houses in India within a short period. Today, Bonanza is the fastest-growing financial service with 10 mega group companies under it. With diligent effort, acknowledged industry leadership, and experience, Bonanza has spread its trustworthy expertise all over the country with a PAN-India presence across more than 1784 outlets spread across 560 cities.
