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I applied via Approached by Company and was interviewed before Feb 2023. There was 1 interview round.
Life insurance is a contract between an individual and an insurance company, providing financial protection to the individual's beneficiaries upon their death.
Life insurance is a form of risk management that pays out a sum of money upon the insured person's death.
It provides financial security and support to the insured person's family or beneficiaries.
Premiums are paid by the insured person regularly, and in return, t...
I applied via Naukri.com
PE ratio is a financial metric used to evaluate the relative value of a company's stock.
PE ratio stands for Price-to-Earnings ratio
It is calculated by dividing the current market price of a stock by its earnings per share (EPS)
It helps investors determine if a stock is overvalued or undervalued compared to its peers
A high PE ratio may indicate that a stock is overvalued, while a low PE ratio may indicate that it is und...
Mutual funds are investment vehicles that pool money from multiple investors to invest in stocks, bonds, or other assets.
Entry load is a fee charged by mutual funds when an investor buys into the fund, while exit load is a fee charged when an investor sells their shares.
Equity mutual funds are taxed at 15% for short-term capital gains (investments held for less than a year) and 10% for long-term capital gains (investme...
I applied via Naukri.com and was interviewed before Nov 2021. There were 3 interview rounds.
Quant and general knowledge questions
Various subjects on current scenarios
posted on 16 Jan 2025
I applied via Referral and was interviewed before Jan 2024. There were 4 interview rounds.
I was previously employed at XYZ Company as a Relationship Manager.
Managed a portfolio of high net-worth clients
Developed and maintained strong relationships with clients
Provided financial advice and solutions to clients
Collaborated with internal teams to meet client needs
Understanding and following company rules is essential for success in the role of Relationship Manager.
Familiarize yourself with the company handbook and policies
Attend any training sessions or workshops on company rules and regulations
Seek clarification from supervisors or HR if unsure about any rules
Lead by example in following company rules to set a positive tone for your team
Regularly review and update your knowled
I was previously employed at XYZ Corporation as a Relationship Manager.
Managed a portfolio of high net-worth clients
Developed and maintained relationships with clients to ensure satisfaction
Provided financial advice and solutions to meet clients' needs
I am currently living in a cozy apartment in downtown Chicago.
Living in downtown Chicago
Cozy apartment
Close to amenities and public transportation
Just ask .
Don't join this company
Just ask
Don't join in this company
posted on 2 Jun 2022
I applied via Naukri.com and was interviewed in May 2022. There were 2 interview rounds.
posted on 20 Dec 2023
I applied via Company Website and was interviewed in Nov 2023. There were 2 interview rounds.
The second round of the interview is a more in-depth assessment of the candidate's skills and experience.
The second round may involve a panel interview with multiple interviewers.
Candidates may be asked to provide specific examples of their past experience in relationship management.
The interviewers may also assess the candidate's problem-solving and communication skills.
The second round may include role-playing exerci...
posted on 14 Aug 2021
Section 80C and 10(10D) are provisions in the Indian Income Tax Act that offer tax benefits on certain investments and insurance policies.
Section 80C allows individuals to claim deductions on investments in specified financial instruments such as life insurance premiums, employee provident fund, public provident fund, and tax-saving fixed deposits.
The maximum deduction allowed under section 80C is Rs. 1.5 lakh per fina...
SA stands for Systematic Investment Plan, PI stands for Personal Identification and PO stands for Post Office.
SA - Systematic Investment Plan is a method of investing in mutual funds where a fixed amount is invested at regular intervals.
PI - Personal Identification is the process of verifying the identity of an individual using personal information such as name, date of birth, and address.
PO - Post Office is a governme...
posted on 20 Jul 2024
I applied via Recruitment Consulltant and was interviewed in Jun 2024. There was 1 interview round.
posted on 17 Aug 2021
I applied via Recruitment Consultant and was interviewed in Jul 2021. There were 4 interview rounds.
posted on 10 Apr 2022
I applied via Referral and was interviewed in Mar 2022. There were 2 interview rounds.
based on 1 interview
Interview experience
based on 15 reviews
Rating in categories
Client Relationship Officer
50
salaries
| ₹1 L/yr - ₹2.8 L/yr |
Assistant Manager
47
salaries
| ₹1.8 L/yr - ₹7.5 L/yr |
Operations Executive
40
salaries
| ₹1.5 L/yr - ₹3.6 L/yr |
Sales Executive
34
salaries
| ₹1.2 L/yr - ₹3.2 L/yr |
Senior Executive Operations
34
salaries
| ₹1.8 L/yr - ₹3.5 L/yr |
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