Careers At Bonanza Portfolio Ltd. Get Best Finance Jobs In Mumbai, India
Accounting & Finance
Posted: 1 month ago
Posted: 1 month ago
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Job Description
MARKET TRENDS
We are Currently Hiring
Executive – Clearing and Settlement
- Handling of ODIN Terminal.
- Tracking MTM on daily basis of the entire segment.
- Square off Intraday Positions.
- Debit follow up or short margin collection from client level / branch level.
- Coordination with the branches persons on risk arising of clients.
- Updating RMS related file by EOD i.e. (Ledger, Demat Holding, and T1 Holding, Client Position File of Future & Curreny segment, Daily Turnover File).
- Client Margin allocation in Live market according to Ledger credit received in trading hours and provide limit to client after fund allocation.
- Fund Allocation after-market hours as per requirements.
- Any Graduate
- 1+ Years
- Mumbai
Technical Research Analyst (Commodity)
- Well Versed with Technical tools and indicators.
- Experience in handling various technical software.
- Report generation in various segments like Equity, Commodity, and currency on basis of technical analysis.
- Continuously tracking major index commodity and currency.
- Generating recommendation for all time frame (O intraday/ / delivery / F&O).
- Attending morning calls and client (BM, RM and business partner) queries.
- Regular follow-up of Recommendations & performance tracking.
- CA / CFP / MBA - Finance (MUST)
- 3+ years
- NISM Mandator
- Technical analyst calls
- Good skills & experience working in MS-Excel & MS-Office
- Good communication & writing skills in English
- Business support
- Mumbai
Wealth Manager
- Will be responsible for acquiring preferred clients (HNI/Ultra HNI).
- To maintain client relationships and generate AUM (Assets Under Management) from preferred clients.
- To advise HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
- To coordinate with product and research team for taking investment decision for the clients.
- To conduct and assist in organizing seminars, workshops and other business development activities.
- To achieve budgeted targets in terms of number of clients/volume of business & assets.
- To research, investigate and update themselves on available investment.
- To contact clients periodically and determine if they are satisfied with the service and returns generated.
- To review the clients investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment.
- Key products to be handled are - Portfolio Management Services, Model Portfolio, Mutual Funds, Insurance, Bonds, Trading Equity, and Commodities & Currency.
- CFP / CFA / MBA in Finance / Marketing
- 5+ year experience in financial services/ Broking Company and Insurance sector
- Should be an individual performer
- Handling a reasonable book size
- Pleasant personality and good communication skills.
- Marketing
- Mumbai, Indore, Surat, Delhi, Bangalore
Relationship Manager
- New client acquisition, building new relationships and increasing depth in existing relationships with clients.
- Selling online broking accounts- Demat account, trading account.
- Identifying customer needs, assessing their appetite and providing them investment options.
- Cross selling of financial products like Mutual Fund, Insurance, Bonds, etc.
- Achieving targets as assigned by the organisation on a monthly basis.
- Migrating offline clients to do online trading.
- Regular updates to the immediate superior as a when required.
- Graduate
- 2-5 years
- Good communication skills
- Strong analytical skills
- Customer orientation
- Sales
- Mumbai, Indore, Bangalore, Delhi, Gurgaon, Chennai.
Equity Dealer
- Responsible for managing clients 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 party products.
- Research and build relationships with clients.
- Graduate / Post Graduate
- NISM Mandatory
- Minimum 1+ Year dealing experience
- Pleasant personality and good communication skills.
- Basic knowledge of finance and financial products.
- Must have worked on ODIN software.
- Good in Excel.
- Trading
- Mumbai, GIFT CITY (Gandhinagar), Gurgaon, Surat
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Skills
SalesFaFinancial ProductsCross SellingLedgerPerformance TrackingReturnsBranch ManagerCaCfaFinanceIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
About Company
Bonanza Portfolio Limited is a full-service financial services company in India offering broking, depository participant services, mutual funds, and wealth management.
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