Equity investment | Union Bank of India Wealth Manager | Wealth Officer UBI 25 | Wealth Manager pdf
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Загружено: 2025-08-16
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#unionbankofindia #ubi #wealthmanager #wealthmanagement
Equity investment | Union Bank of India Wealth Manager | Wealth Officer
🚨 Union Bank Wealth Officer 2025 | 4500+ MCQs + Full PDF Notes 📚 | Free Demo + WhatsApp Access
🎯 Preparing for Union Bank Wealth Officer 2025?
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📘 13 Units of Theory Notes (Topic-Wise)
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📌 Topics Covered:
1️⃣ Basics of Wealth Management
2️⃣ Investment Products & Strategies
3️⃣ Financial Planning & Goal-Based Investing
4️⃣ Insurance Planning
5️⃣ Tax Planning
6️⃣ Estate & Succession Planning
7️⃣ Portfolio Management
8️⃣ Financial Markets
9️⃣ Regulations & Compliance
🔟 CRM
1️⃣1️⃣ Banking Products
1️⃣2️⃣ Client Risk Profiling
1️⃣3️⃣ Certifications & Licensing
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