Bonanza Portfolio Ltd

Bonanza Portfolio

Role Name – Merchant Banking Execution

Experience –2-3 yr exp in merchant banking preferred (articleship will not be counted in experience)

Qualification – CS/CS Intern (Merchant Banking Examination Cleared)

Role Description

1. IPO/ Open Offer/ AIFs Execution: Manage the execution process for Right Issue, Open Offer, Mainboard Initial Public Offerings (IPO), SME IPO, NCDs, ensuring compliance with regulatory requirements and best practices.

2. Transaction Management: Coordinate and collaborate with various internal teams, including investment banking, legal, compliance, finance, and external service providers, to facilitate the smooth execution of IPOs/ Open Offer and other equity transactions.

3. Due Diligence and Documentation: Oversee the due diligence process, working closely with legal and compliance teams to ensure the accuracy and completeness of offering documents, prospectuses, and other transaction-related materials and pre/post processes for IPOs/ Open Offer / Rights Issue / Buybacks etc.

4. Investor Relations: relations teams to develop appropriate investor targeting strategies and support the roadshow process. Assist in managing relationships with institutional investors and analysts. Collaborate with investor Liasioning with Regulatory Authorities, Stock Exchanges, Law Firms, etc.

5. Regulatory Compliance: Ensure compliance with applicable securities regulations, SEBI exchange rules, and listing requirements throughout the IPO and equity capital market execution process. Coordinate with legal and compliance teams to address any regulatory issues.

6. Deal Execution Support: Provide operational support for deal execution, including coordinating with underwriters, legal counsel, auditors, and other external parties involved in the transaction. Monitor and track progress, ensuring timely completion of tasks.

7. Relationship Management: Build and maintain strong relationships with clients, working closely with senior management to understand their needs, provide strategic advice, and deliver high-quality service.

8. Continuous Process Improvement: Identify opportunities to enhance the efficiency and effectiveness of IPO and equity capital market execution processes. Propose and implement process improvements to streamline workflows and increase productivity.

Requirements:

- CS/CS Inter/MBA (Finance)/ CA Inter cleared

- Extensive experience in equity capital markets execution, with a focus on IPOs and other equity transactions within the merchant banking sector.

Salary : Upto 7 LPA

Qualification : CS Complete

Location : Mumbai Goregaon

Greetings!!!

Please find below mentioned Job Description of Relationship Manager profile for your reference.

Company Name :- Bonanza Portfolio Ltd

Location : - Jaipur

Qualification : - Any Graduation

Job Description : -

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

2.     Selling online broking accounts- demat account, trading account.

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

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

5.     Migrating offline clients to do online trading.

6.     Backend support to clients.

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

Past experience in the similar role will be preferred.

If you are interested in this opportunity, please feel free to connect or refer to the suitable candidate if you know anyone.

Please find below mentioned Job Description of Relationship Manager profile for your reference.

Company Name :- Bonanza Portfolio Ltd

Location : - Delhi

Qualification : - Any Graduation

Job Description : -

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

2.     Selling online broking accounts- demat account, trading account.

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

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

5.     Migrating offline clients to do online trading.

6.     Backend support to clients.

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

Past experience in the similar role will be preferred.

If you are interested in this opportunity, please feel free to connect or refer to the suitable candidate if you know anyone

Greetings!!!

Please find below mentioned Job Description of Relationship Manager profile for your reference.

Company Name :- Bonanza Portfolio Ltd

Location : - Indore

Qualification : - Any Graduation

Job Description : -

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

2.     Selling online broking accounts- demat account, trading account.

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

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

5.     Migrating offline clients to do online trading.

6.     Backend support to clients.

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

Past experience in the similar role will be preferred.

If you are interested in this opportunity, please feel free to connect or refer to the suitable candidate if you know anyone.

Company – Bonanza Portfolio Ltd.

Designation – Franchisee Manager

Good 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.