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

Tata Mutual Fund

Kolkata, India

0-2 Years

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Posted 2 months ago
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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

More Info

Job Type:

Permanent Job

Industry:

Banking /Accounting /Financial Services

Function:

Finance

Employment Type:

Full time

About Company

Tata Mutual FundJob Source: eofh.fa.em2.oraclecloud.com

Tata Asset Management Limited (TAM) is the Investment Manager to Tata Mutual Fund. Our origin stems from a much respected and internationally acclaimed industrial house &#8211; the Tata Group &#8211; whose business philosophy has made our country and its people partners in the wealth creation process. Our heritage invokes "trust" among consumers, employees, shareholders and the community alike. Though a great heritage is obviously something to cherish, we also seek to carry that legacy through a set of well defined and time tested globally accepted business practices. Being part of the Tata group, we are well known for our strong adherence to highest standards of ethics and fairness in all our business dealings.
TAM manages funds across the entire risk-return continuum. These include equity funds, balanced funds and debt & money market oriented funds. The company provides investment management, risk management and advisory services to institutional, intermediary and individual investors.

Job ID: 76692351

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