Banyan Capital Advisors - Associate - Sales - Wealth Advisory (0-3 Yrs) Delhi (BFSI Sales)

- Banyan Capital Advisors LLP is a SEBI-registered leading portfolio management services (PMS) company established in 2012. We cater to the growing need of the high-net-worth investors (individuals, family offices and institutions) all over the world to invest in the Indian capital markets. Expertise, accountability and transparency are the hallmarks of the firm.
-The portfolio managers have a combined experience of over 65 years in the capital markets and over 45 years in managing funds and this expertise has been developed over multiple business cycles since 1991.
-As of December 2025, the firm manages approximately Rs 600 crores in its PMS strategies and advises on another Rs. 450 crores of assets.Job Description:Based in New Delhi, the Associate will join the Wealth Advisory team and support senior team members in day-to-day wealth advisory activities, including client reporting, portfolio monitoring, coordination with stakeholders, and client servicing.Key Responsibilities:- Prepare and update client portfolio and investment tracking sheets- Monitor client portfolios and assist in regular performance reporting- Support preparation of quarterly client review decks and reports- Assist senior advisors during client meetings and follow-up actions- Maintain accurate records of client interactions and meeting notes- Respond to routine client queries under guidance of senior advisors- Coordinate with custodians, banks, and third-party PMS/AIF providers for execution, reporting, and documentation- Assist in calculation of advisory fees and support billing processes- Coordinate with clients Chartered Accountants during tax filing and reporting periodQualifications:- Good written and verbal communication skills- Strong working knowledge of MS Excel and MS Office- High attention to detail and willingness to learn- Basic understanding of capital markets and investment products- Good analytical, organizational, and time-management skills- Ability to work in a team-oriented, client-focused environment- 0-3 years of relevant experience in wealth management, financial services, or advisory support roles- Graduate/Postgraduate in Commerce, Business Studies, Finance, or related fields- CFA Level I / II cleared or pursuing (preferred)Salary: competitive package based on relevant experience. Interested candidate should send their resume (ref:updazz.com)

Payroll Type : Permanent