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Relationship Associate
2 weeks ago
Responsibilities
Review overdraft report to determine how to cure income overdrafts
Manage client queries on portfolio related matters
Develop strong internal relationships with portfolio managers, product specialists and other teams globally to enhance delivery of our services to clients
Partner and collaborate with the Relationship Managers, Portfolio Managers and Trust Officers to understand and identify client goals and objectives, both short-term and long-term
Interact with clients (or prospects) and independently manage all follow-up and/or ongoing deliverables
Qualifications for relationship associate
Coordinate all aspects of trust terminations and account closing
Remain current on relevant Wealth Management and Investment Advisory laws/issues/topics
Review and discuss account openings with Relationship Manager, Portfolio Manager or Trust Officers to determine proper administration of account, account type, requirements under state laws, dispositive provisions, beneficiaries
**Job Types**: Full-time, Permanent
Pay: ₹20,000.00 - ₹30,000.00 per month
**Experience**:
- total work: 2 years (preferred)
Work Location: In person
**Speak with the employer**
+91 8544808890