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I applied via Referral and was interviewed in Feb 2024. There was 1 interview round.
The share market is a platform where buying and selling of company stocks and securities take place.
Share market is also known as stock market.
Investors buy shares of a company to become partial owners and earn profits through dividends or selling at a higher price.
Stock prices fluctuate based on supply and demand, company performance, economic factors, and market sentiment.
Stock exchanges like NYSE, NASDAQ, and BSE fa...
I approach clients for investments by building rapport, understanding their financial goals, and offering tailored investment solutions.
Build rapport with clients to establish trust and credibility
Understand clients' financial goals and risk tolerance
Offer personalized investment solutions based on clients' needs and objectives
Provide ongoing support and communication to ensure clients' investment goals are met
Experienced Relationship Manager with a background in finance and a passion for helping clients achieve their financial goals.
Over 5 years of experience in financial services industry
Strong communication and interpersonal skills
Proven track record of building and maintaining client relationships
Expertise in financial planning and investment strategies
Ability to analyze market trends and provide tailored solutions
posted on 9 Sep 2020
I applied via Naukri.com and was interviewed before Sep 2019. There were 4 interview rounds.
I applied via Recruitment Consultant and was interviewed in Aug 2021. There was 1 interview round.
I'll manage a client amount by understanding their needs and goals, providing personalized solutions, and maintaining regular communication.
Conduct a thorough needs analysis to understand the client's financial situation and goals
Provide personalized solutions that align with the client's needs and goals
Maintain regular communication to ensure client satisfaction and address any concerns
Monitor the client's portfolio a...
posted on 4 Feb 2022
I applied via Campus Placement and was interviewed before Feb 2021. There was 1 interview round.
I applied via Naukri.com and was interviewed before Apr 2020. There was 1 interview round.
I applied via Naukri.com and was interviewed in Dec 2020. There were 3 interview rounds.
I applied via Naukri.com and was interviewed in Sep 2020. There was 1 interview round.
I applied via Campus Placement and was interviewed before Nov 2019. There were 4 interview rounds.
Yes, I am flexible with targets and insurance.
I understand that targets and insurance policies can vary depending on the client's needs and preferences.
I am willing to work with clients to find the best solutions for their specific situation.
I am open to adjusting targets and policies as needed to ensure client satisfaction.
For example, if a client is hesitant about a certain insurance policy, I would be happy to explo...
based on 2 interviews
Interview experience
based on 21 reviews
Rating in categories
Assistant Manager
87
salaries
| ₹0 L/yr - ₹0 L/yr |
Deputy Manager
51
salaries
| ₹0 L/yr - ₹0 L/yr |
Relationship Manager
48
salaries
| ₹0 L/yr - ₹0 L/yr |
Manager
40
salaries
| ₹0 L/yr - ₹0 L/yr |
Management Trainee
33
salaries
| ₹0 L/yr - ₹0 L/yr |
Motilal Oswal Financial Services
Edelweiss
IIFL Finance
HDFC Securities