Tata Capital Finance Ltd

Wealth Relationship Manager

Tata Capital Finance Ltd
Kolkata/Calcutta
Not disclosed
Work from OfficeWork from Office
Full TimeFull Time
Min. 2 yearsMin. 2 years

Job Description

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

Job role

Work location
Work locationKolkata, Kolkata - Avani Signature, Block No. 302, Third Floor, 91/A/1, Avani Signature Building, Park Street, Kolkata, West Bengal - 700016, Kolkata, West Bengal, India
Department
DepartmentBanking / Insurance / Financial Services
Role / Category
Role / CategoryTrading, Asset & Wealth Management
Employment type
Employment typeFull Time
Shift
ShiftDay Shift

Job requirements

Experience
ExperienceMin. 2 years

About company

Name
NameTata Capital Finance Ltd
Job posted by Tata Capital Finance Ltd

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You can expect a minimum salary of 0 INR. The salary offered will depend on your skills, experience and performance in the interview.

The candidate should have completed the required education and people who have 2 to 31 years are eligible to apply for this job. You can apply for more jobs in Kolkata/Calcutta to get hired quickly.

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