Company – Bonanza Portfolio Ltd.

Designation – Franchisee Manager

Valuable in English communication and Local Language

Job Description:-

1. Generating revenue through wealth Broking and Assets products through Channel partners / POSP Associates / Franchisee .

2. Generating revenue from existing channel partners is also desired.

3. Preferring candidates having experience in direct sales , channel sales .Understanding of Mutual Fund / Insurance / Equity and broking ecosystem is a prerequisite .

4. New client acquisition, building new relationships and increasing depth in existing relationships with clients.

5. Selling online broking accounts- Demat account, trading account.

6. Identifying customer needs, assessing their appetite and providing them investment options.

7. Cross selling of financial products like Mutual Fund, Insurance, Bonds, etc.

8. Achieving targets as assigned by the organisation on a monthly basis.

9. Migrating offline clients to do online trading.

10. Regular updates to the immediate superior as a when required.

Skills:- Sales, Marketing, Field Sales and Agency management

📌 Franchisee Manager (Dehradun)
🏢 Bonanza Portfolio
📍 Dehradun