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Posted 27 May, 2026

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

Tata Capital Ltd
Kolkata, West Bengal, India Full Time
Reference: 218_696516_13988

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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