Gratitude Inc banner

Wealth Management Specialist

Gratitude Inc

2120 Views

16 hours ago

Wealth Management Specialist

2-6 Year(s)

Nagpur

Nagpur

Job Description

Key Skills

BPO Call center Wealth Management

0 candidate(s) have already applied for this Job. Apply now

Key points for the requirements:

*Monitors and reconciles scrub audits across customer databases

*Retrieves and imports prices for mutual funds, stocks, bonds, and variable annuities on a daily basis.

*Processes and confirms reconciliations on positions, transactions, prices, corporate actions and cost basis for Midland National Trades, IMA and Midland National Prices at close of business day

Location: Nagpur and Chennai

Experience: 2 to 6 years

Shift Timings:

* Monday to Thursday - 12:30 PM to 10:30 PM

* Friday & Saturday - 12:30 PM to 5:30 PM

Role

Any Other

Timings

Night Shift (Permanent)

Industry

BPO

Work Mode

Work from office

Functional Area

Any Other

Note: Myglit doesn't charge any money from candidates. If you have been asked to pay money to get this job then report to us immediately at support@myglit.com.

Marge Torres

Recruiter - Gratitude Inc

NA, philippines

0+ Followers

500+ Posts

View Profile

Interview Tips

Giving the VNA round?
What are the most important skills you acquired as a Soft Skills/VNA trainer?
How would you handle an irate customer?

Read More

Get the Best Jobs
on your Fingertips

Search more jobs by Gratitude Inc

Similar Jobs

Financial Data Analysts

Gratitude Inc

2 - 8 Year(s)

Financial Data Analyst Domain / Accounting knowledge

Confidential

Kolkata, India

Details

CSR-International Voice Process -Hyderabad

Gratitude Inc

1 - 28 Year(s)

Customer Service BPO Voice Process International Call Centre

₹ 50 - ₹ 55 Thousand p.m

Hyderabad, India

Details

Team Lead – Sales Order Management

Gratitude Inc

3 - 5 Year(s)

Sales Order Management Customer Focus Good SCM domain knowledge

Confidential

Bangalore, India

Details

Senior Service Desk Associate (Technical Service Reprensentative)

Gratitude Inc

1 - 5 Year(s)

BPO Call center bpo BPO Service Desk

₹ 65 - ₹ 70 Thousand p.m

Gurmatkal, India

Details

Employee Data Governance Specialist – SME

Gratitude Inc

4 - 8 Year(s)

BPO Skills Data Management Good working experience in Workday, Service Now, Altair, SharePoint, Microsoft office is a must.

₹ 10 - ₹ 15 Thousand p.m

Mumbai, India

Details

Financial Master Data Management expert-TCS Hyderabad

Gratitude Inc

4 - 19 Year(s)

Oracle Oracle Oracle Apps

₹ 60 - ₹ 70 Thousand p.m

Hyderabad, India

Details

URGENT!! Team Member - Spanish (Gurgaon)

Gratitude Inc

1 - 3 Year(s)

spanish language Collections Process ms excel

Confidential

Gurugram, India

Details

BPO Customer Care Executive- Malad West

Gratitude Inc

0 - 12 Year(s)

Inbound BPO BPO Voice Process BPO Skills

Confidential

Mumbai, India

Details

R2R Operations Manager – GL Domain Expert

Gratitude Inc

10 - 26 Year(s)

Presentation Skills Excellent English communication and presentation skills Excellent communication skills and fluency in English

₹ 1.1 - ₹ 1.22 Lacs p.m

Chennai, India

Details

Immediate joiners Voice collections Process Customer Support Representative Gurugram NCR

Gratitude Inc

3 - 7 Year(s)

attention to details collections experience Excellent verbal and written English communication skills

₹ 45 - ₹ 65 Thousand p.m

Gurugram, India

Details