Relationship manager wealth management (fresher) - fresher
KolkataJR Laddha Financial Services Pvt. Ltd
...onboarding and documentation (KYC, account opening, MF transactions, forms) Check documents for completeness and coordinate with internal teams for processing Maintain client records, trackers, and basic MIS reports (Excel/Sheets/CRM) Team Coordination Work closely with Relationship Managers to support daily client and [...]
Category Management & Consulting
25 days ago in Internshala