Relationship manager wealth management (fresher) - fresher
KolkataJR Laddha Financial Services Pvt. Ltd
...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 communication drafts, proposals, and basic product notes Coordinate with product/operations teams for closures and service requests [...]
Category Management & Consulting