Wealth Relationship Manager

Tata Capital Finance Ltd

Kolkata/Calcutta

Not disclosed

Work from Office

Full Time

Min. 2 years

Job Details

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

Kolkata, 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

Banking / Insurance / Financial Services

Role / Category

Trading, Asset & Wealth Management

Employment type

Full Time

Shift

Day Shift

Job requirements

Experience

Min. 2 years

About company

Name

Tata Capital Finance Ltd

Job posted by Tata Capital Finance Ltd

Apply on company website