Relationship Manager-Investment Banking

Organizations’ Name: Banyan Tree Advisors

Position: Research Analyst

Present Location: Mulund (W)

Shifting to : Dadar/ Bkc

Working Hours: 9.00 AM to 6.00 PM (MONDAY to FRIDAY)

Relationship Manager/Senior Relationship Manager
• Team: Client Experience and Business Development
• Reports to: Director
• Location: At present In Mulund For 5 Months later to BKC OR Dadar

Role 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

Core Responsibilities:

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