Relationship manager wealth management (fresher) - fresher
KolkataJR Laddha Financial Services Pvt. Ltd
...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 reports [...]
Category Management & Consulting