Live opening · Posted 1 day ago
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About the role
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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 investment opportunities. Headquartered in India, 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 private client services. With over 30 years of experience, Bonanza Wealth combines deep market understanding with a strong focus on client needs. Its skilled professionals design strategies that aim to grow, protect, and optimize wealth with clarity, confidence, and purpose, making it a trusted partner for diverse investors.
Role Description This is a full-time, on-site Marketing Research Analyst role based in Mumbai. The Marketing Research Analyst will collect and analyze market data to identify trends, customer behavior, and competitive positioning in the wealth management and financial services space. The role involves preparing reports, dashboards, and presentations to support marketing strategies, product positioning, and business development decisions. Daily responsibilities include conducting primary and secondary research, evaluating marketing campaign performance, and providing actionable insights to internal stakeholders. The analyst will collaborate closely with marketing, product, and sales teams to support data-driven decision-making and enhance client-focused initiatives.
Qualifications
Strong Market Analysis and Market Research skills, with the ability to gather, interpret, and synthesize data from multiple sources.
Proficiency in Marketing Analytics and Analytical Skills to evaluate campaign performance, segment audiences, and generate insights.
Effective Communication skills for presenting findings, preparing clear reports, and collaborating with cross-functional teams.
Experience with data tools such as Excel, SQL, or BI platforms (e.g., Power BI, Tableau) is highly beneficial.
Familiarity with financial markets, wealth management products, or investment services is a strong advantage.
Bachelor’s degree in Marketing, Economics, Finance, Business, Statistics, or a related field; advanced qualifications are a plus.
Detail-oriented mindset, ability to work with numerical data accurately, and commitment to ethical, client-focused research practices.
Work arrangement
No
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