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3 Banyan Tree Capital Advisory Services Jobs

Relationship Manager/Sr. Relationship Manager - Banyantree Advisors

2-5 years

Bangalore / Bengaluru

1 vacancy

Relationship Manager/Sr. Relationship Manager - Banyantree Advisors

Banyan Tree Capital Advisory Services

posted 5mon ago

Job Description

The role involves cultivating and nurturing long-term relationships with existing and prospective clients. The incumbent is expected to represent our investment philosophy and values to clients and ensure excellent client experience.

The responsibilities include:
  • Explaining our investment philosophy to prospective clients and ensure alignment
  • Conduct investment discussions with clients, independently or in consultation with investment management team
  • Ensure compliance requirements are adhered to
  • Address client queries in a proactive manner
  • Cultivate strong relationships
  • Represent client to internal teams and provide feedback
  • There are no financial targets
Skills
  • Client and service orientation
  • Excellent communication and presentation skills
  • Understanding of financial markets
  • Ability to engage with clients in a non-transactional manner
  • Building long-term relationships
  • Energetic, proactive, and hardworking
  • Collaborative approach
Qualifications and Experience
  • MBA (preferred but not mandatory) or Postgraduate from reputed institutes
  • 2-5 years experience in relationship management role in any industry
  • Strong academic track record
  • Relevant regulatory certification that may be required from time to time
Our commitments
  • We are an equal opportunities employer and encourage diversity in the work place
  • A healthy work-life balance
  • Flexibility Everyone is encouraged to manage their time effectively in line with their commitments
  • Excellent learning and growth potential
  • Strong value system

Employment Type: Full Time, Permanent

Functional Areas: Banking/Insurance

Read full job description

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