1. Acquire preferred clients (HNI/ultra HNI)
2. Maintain client relationships and generate AUM (Assets Under Management) from preferred clients
3. Advise HNI/ultra HNI clients on their investments, manage their overall financial portfolio and deepen the wallet from existing clients
4. Coordinate with product and research team for taking investment decision for the clients
5. Conduct and assist in organizing seminars, workshops, and other business development activities
6. Achieve budgeted targets in terms of number of clients/volume of business & assets
7. Research, investigate and update themselves on available investment
8. Contact clients periodically and determine if they are satisfied with the service and returns generated
9. Review the client s investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment
Note: The key products to be handled are portfolio management services, model portfolios, 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.
