MIS Coordinator - Wealth - Sales - Delhi - Videocon Towers - JM
Job Description
Job Purpose The Manager - MIS and Sales Coordinator - Wealth is responsible for managing the management information systems (MIS) and sales coordination within the Wealth department. This role involves reconciling positions and balances on client accounts, investigating and resolving discrepancies, and ensuring accurate client reporting. The position also includes preparing bespoke client reports, managing security referential data, and handling client statement and reporting queries. This role plays a critical part in maintaining data integrity and managing reporting metrics for the Wealth management team.