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I was interviewed before Nov 2022.
Don't remember prepare cat level questions
I applied via Campus Placement and was interviewed in Dec 2021. There were 3 interview rounds.
Portfolio management is the art of selecting and managing a group of investments to meet specific goals.
Portfolio management involves analyzing risk tolerance, diversification, and asset allocation.
Optimal portfolio requires a mix of different types of investments such as stocks, bonds, and cash.
Investment instruments required for optimal portfolio include mutual funds, exchange-traded funds (ETFs), and individual stoc...
Efficient portfolio is a diversified investment portfolio that maximizes returns and minimizes risks.
Efficient portfolio theory was developed by Harry Markowitz in 1952.
It involves selecting a combination of assets that offer the highest expected return for a given level of risk.
The portfolio is optimized to achieve the highest possible return for a given level of risk.
Efficient portfolios are typically diversified acr...
I realized my interest in finance during my BTech and pursued it further.
Studying finance alongside engineering helped me understand the financial aspects of business
I enjoyed learning about financial analysis and investment strategies
I saw the potential for growth and career opportunities in the finance industry
I believe my technical background combined with financial knowledge will make me a valuable asset as an Assi
Equity refers to the ownership interest in a company or property.
Equity represents the residual value of assets after liabilities are paid off.
It can be in the form of stocks, shares, or ownership in a property.
Equity holders have voting rights and are entitled to a share of profits.
Equity can increase or decrease in value based on market conditions and company performance.
Examples of equity include common stock, prefe
Efficient portfolio roadmap involves diversification, risk management, and regular monitoring.
Identify investment goals and risk tolerance
Diversify investments across different asset classes and sectors
Regularly monitor and rebalance portfolio
Consider tax implications and fees
Implement risk management strategies such as stop-loss orders
Example: Allocate investments across stocks, bonds, and real estate investment trust...
Wealth management involves managing investments and assets to achieve financial goals. IRR is a metric to measure investment returns.
Wealth management involves creating a personalized investment strategy for clients based on their financial goals and risk tolerance.
IRR (Internal Rate of Return) is a metric used to calculate the profitability of an investment over time, taking into account the time value of money.
CAGR (...
Top trending discussions
I applied via Naukri.com and was interviewed before Oct 2021. There was 1 interview round.
Yes, I can sell savings accounts. Our savings account offers competitive interest rates and no monthly fees.
I would start by asking the customer about their current savings account and if they are happy with it.
Then, I would highlight the benefits of our savings account such as the competitive interest rates and no monthly fees.
I would also mention any additional perks such as online banking and mobile app access.
Final...
Financial facilities can help us attract and retain customers by providing convenient and accessible services.
Financial facilities such as credit cards, loans, and savings accounts can help customers manage their finances effectively.
Offering competitive interest rates and flexible repayment options can attract customers to choose our financial services.
Providing online banking and mobile apps for easy access to accoun...
I applied via Naukri.com and was interviewed in Feb 2021. There was 1 interview round.
I applied via Company Website and was interviewed in Dec 2020. There were 3 interview rounds.
I applied via Referral and was interviewed in Nov 2020. There were 6 interview rounds.
I applied via AmbitionBox and was interviewed before Feb 2021. There were 2 interview rounds.
It was good
I applied via Campus Placement and was interviewed before Dec 2020. There were 6 interview rounds.
Sales techniques that can kill mind are those that manipulate, deceive, or pressure the customer into buying.
Using fear tactics to make the customer feel like they need the product
Lying or exaggerating the benefits of the product
Creating a false sense of urgency to make the customer feel like they need to buy now
Pressuring the customer into buying by not taking no for an answer
Not listening to the customer's needs and ...
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Accounts Manager
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Management Trainee
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Assistant Manager
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