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Relationship Associate

2 weeks ago


Thane, India Newbee International Full time

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