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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.
About The Company:
Do Your Thng is a branded content marketplace that helps brands multiply their social and digital media performance through unique content creation with the help of content creators and influencers across genres.
Purpose of the Role:
We are looking for someone who is enthusiastic about client servicing, is adept at team management and can lead projects.
About the Position:
The Client Success Executive will be responsible for directly communicating
with the client and be responsible for understanding the client's brief and
coordinating work between different teams.
Additionally,
Plan & co-ordinate
- Plan for pitches to new/existing clients
- Build a strategy for the team so everyone has work and responsibilities
- Distribute work amongst team members
Liaison with different teams
- Meet and liaise with clients to discuss and identify their promotional requirements
- Liaise with, and act as the link between, the client and the team by maintaining
regular contact with both
- Ensure that communication flows effectively
- Negotiate with clients and agency staff about the details of campaigns
- Handle budgets, manage campaign costs and invoice clients
- Monitor the effectiveness of campaigns
- Arrange and attend meetings
Execute and report
- Make pitches, along with the team, with the aim of securing new business for the
company
- Write client reports
- Present creative work to clients for approval or modification
- Work with the team to devise a campaign that meets the client's brief and budget
- Present the campaign ideas and budget to the client
- Work with the key stakeholders for formulation of marketing strategies
- Train new joinees and ensure smooth workflow
Keep up to date with newer trends and best practices
- Stay abreast with the latest brand campaigns
- Stay up to date with all relevant things in the marketing, advertising and media space
About The Company:
Do Your Thng is a branded content marketplace that helps brands multiply their social and digital media performance through unique content creation with the help of content creators and influencers across genres.
Purpose of the Role:
We are looking for someone who is enthusiastic about client servicing, is adept at team management and can lead projects.
About the Position:
The Client Success Executive will be responsible for directly communicating
with the client and be responsible for understanding the client's brief and
coordinating work between different teams.
Additionally,
Plan & co-ordinate
- Plan for pitches to new/existing clients
- Build a strategy for the team so everyone has work and responsibilities
- Distribute work amongst team members
Liaison with different teams
- Meet and liaise with clients to discuss and identify their promotional requirements
- Liaise with, and act as the link between, the client and the team by maintaining
regular contact with both
- Ensure that communication flows effectively
- Negotiate with clients and agency staff about the details of campaigns
- Handle budgets, manage campaign costs and invoice clients
- Monitor the effectiveness of campaigns
- Arrange and attend meetings
Execute and report
- Make pitches, along with the team, with the aim of securing new business for the
company
- Write client reports
- Present creative work to clients for approval or modification
- Work with the team to devise a campaign that meets the client's brief and budget
- Present the campaign ideas and budget to the client
- Work with the key stakeholders for formulation of marketing strategies
- Train new joinees and ensure smooth workflow
Keep up to date with newer trends and best practices
- Stay abreast with the latest brand campaigns
- Stay up to date with all relevant things in the marketing, advertising and media space
Headquartered in Mumbai, our client employs over 300 professionals and operates out of 6 locations in West & South India. They are one of the leading players and trusted name in the chosen markets for over 18 years with diverse promoter experience in Banking and FMCG with 40+ years of cumulative Banking / Risk management experience and assuring legality with the process in place.
- Networking with collection agencies
- Being responsible for Onboarding Internal Team
- Being responsible for Onboarding local Collection Agencies on behalf of partner client organization
- Being responsible for agencies Productivity & Efficiency
- Meeting Collection benchmarks for a given portfolio
- Being responsible for P&L Accountability
- Being active in Franchise Building and Relationship Management
- Handling Client Portfolio, performance
- Managing Product Profitability
What you need to have:
- Any Graduation
- Young & dynamic leaders with 3+ years of experience in managing rural markets
- Rigour for numbers
- Proven record of managing a team of 10+ people
- Ability to handle & deliver in challenging environments.
•The Person should review on HOB (Health of Business) and take quick measures reg concern areas and have process/check points
•The person should effectively work in collaboration with cross-functional resources like HR, Ops, etc... .
• The person should come up with innovative approach towards the HOW / HOW ELSE aspect of achieving the goal.
•The person should enable the direct reportees in interventions which focuses on their development.
•The person should assess the branch culture and enable high performing work culture in the branch.
Key Competencies
•Team Leadership
•Planning and Organizing
•Conceptual thinking
Transition Plan
•ability to select and train team members
•ability to deploy and redeploy resources within the unit.
Span of
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