Wealth Relationship Manager (Kolkata)

Wealth Relationship Manager (Kolkata)

13 Sep
|
Tata Capital Finance
|
Kolkata

13 Sep

Tata Capital Finance

Kolkata

Relationship Manager - Wealth - Wealth - Kolkata - Srijan Tech Park - JM 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

📌 Wealth Relationship Manager (Kolkata)
🏢 Tata Capital Finance
📍 Kolkata

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