Assistant Manager - Wealth MIS - Wealth - Sales - Kolkata - Avani Signature - JM

India1h ago

Key details

Location: India
Work style: Onsite
Level: Senior
Job type: Full-time
Function: Sales & Solutions
Focus area: other
Posted: 1h ago

About the role

10181

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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