Relationship manager wealth management (fresher) - fresher
KolkataJR Laddha Financial Services Pvt. Ltd
...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 transaction requirements Assist in preparing client [...]
Category Management & Consulting