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

Tata Capital·Kolkata

Pay not statedMid levelFull-time
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About the role

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 3.Prepare bespoke client reports for AWM clients

What you'll do

  • Reconcile positions and balances on client accounts; investigate and resolve breaks to ensure records accurately reflect for Client Reporting purposes

What you need

  • Reporting
  • Sales
  • Any graduate

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