Relationship manager wealth management (fresher) - fresher
KolkataJR Laddha Financial Services Pvt. Ltd
...clients Ensure smooth client experience through timely follow-ups and updates Documentation & Operations Support client 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 [...]
Category Management & Consulting