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Bajaj Capital
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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...
I applied via Naukri.com and was interviewed in Dec 2020. There were 3 interview rounds.
I applied via Naukri.com and was interviewed before Apr 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...
I applied via Campus Placement and was interviewed in Dec 2020. There were 4 interview rounds.
I applied via Recruitment Consultant and was interviewed in Dec 2018. There were 3 interview rounds.
I applied via Naukri.com and was interviewed in Sep 2020. There was 1 interview round.
based on 1 interview
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