01Overview
Company Description Bonanza Wealth is a SEBI-registered wealth management platform that helps investors unlock the full potential of their wealth through market expertise and tailored opportunities. The firm offers a comprehensive range of services, including Portfolio Management Services (PMS), Mutual Fund Portfolio Management Services (MF PMS), Alternative Investment Funds (AIF), Equity, Bonds, and dedicated private client services. With over 30 years of experience, Bonanza Wealth combines deep market understanding with skilled professionals to design strategies that grow, protect, and optimize client portfolios.
The organization is strongly focused on client needs, aiming to deliver clarity, confidence, and purpose in every investment decision.
Role Description The Marketing Research Analyst is a full-time, on-site role based in Mumbai. In this position, the analyst will collect, organize, and interpret market data related to wealth management products and services, including PMS, MF PMS, AIF, Equity, and Bonds.
Responsibilities include conducting market and competitor research, tracking industry trends, and preparing analytical reports and dashboards to support marketing and business development decisions. The analyst will collaborate with marketing, product, and sales teams to identify target segments, evaluate campaign performance, and provide data-driven recommendations. The role also involves presenting insights in a clear and concise manner to stakeholders and supporting the development of marketing strategies aligned with client needs and market opportunities.
Qualifications
Candidates should possess strong Market Research and Market Analysis skills to evaluate industry trends and competitive landscapes.
Candidates should possess Marketing Analytics and Analytical Skills to interpret data, build reports, and support decision-making.
Candidates should possess effective Communication skills to present findings clearly and collaborate with cross-functional teams.
Proficiency in data analysis tools (e.g., Excel, BI tools, or statistical software) and experience with financial or investment products is beneficial.
Bachelors degree in Marketing, Economics, Finance, Business, or a related field; relevant work experience in financial services or wealth management is an advantage.
Strong attention to detail, ability to manage multiple projects, and a proactive approach to problem-solving and learning. .
