Virtual Relationship Manager

0 - 1 years

0 - 1 Lacs

Posted:9 hours ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

Role & responsibilities

  • Assist in onboarding new clients to the digital wealth platform.
  • Schedule meetings and follow up on client queries.
  • Support Relationship Managers in maintaining client records and investment notes.

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Waytogo Consultants

Consulting

San Francisco

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