Reconcile positions and balances on client accounts; investigate and resolve breaks to ensure records accurately reflect for Client Reporting purposes
1.Manage security referential data within the client reporting systems, including security pricing and data integrity checks
2.Proactively manage deadlines and SLAs
3.Prepare bespoke client reports for AWM clients
4.Prepare metrics and management reports for AWM management, including KRI s and KPI s
5.Respond to Sales client statement and reporting related queries
Graduate in any discipline
📌 Relationship Manager - Wealth - Wealth - Kolkata - Srijan Tech Park - JM
🏢 Tata Capital
📍 Kolkata
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.