Relationship Manager Wealth Wealth Kolkata Srijan Tech Park Jm

Year    WB, IN, India

Job Description

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

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Job Detail

  • Job Id
    JD5041762
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    WB, IN, India
  • Education
    Not mentioned
  • Experience
    Year