Relationship Manager
Published date: 2024/01/10
- Location: Kolkata, , West Bengal, India
Handling and managing client service request.
Taking care of portfolio hygiene including timely updating of stock insurance, client statement request, stock audit etc
Monitoring PDD MIS and taking care of timely closure of PDD's.
Day to day other service related activities i.e. URC updating, WCDL disbursement tracking, WCDL maturity tracking and following up with respective RM's for same.
Overdue renewal tracking and following up with RM to get it update timely.
HO monitoring activities etc
Taking care of portfolio hygiene including timely updating of stock insurance, client statement request, stock audit etc
Monitoring PDD MIS and taking care of timely closure of PDD's.
Day to day other service related activities i.e. URC updating, WCDL disbursement tracking, WCDL maturity tracking and following up with respective RM's for same.
Overdue renewal tracking and following up with RM to get it update timely.
HO monitoring activities etc
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