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Job Description
On-site Relationship Manager at Univesto, Kolkata. Build client relationships, advise on financial planning, investments, tax and insurance, and support compliance. Finance-related degree required; CFP/NISM and client-facing experience preferred.
Skills
EquityWealth ManagementTradeBengaliEnglishHindiMutual FundsRelationship ManagementCfpInvestmentsIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
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