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Bajaj Capital
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I applied via Campus Placement and was interviewed in May 2023. There were 4 interview rounds.
Moderate question in quants , reasoning and verbal ability
I applied via Campus Placement and was interviewed before May 2022. There were 4 interview rounds.
I am a Relationship Executive with a strong background in customer service and sales.
Experienced in building and maintaining relationships with clients
Proficient in identifying customer needs and providing appropriate solutions
Skilled in sales techniques and achieving sales targets
Excellent communication and interpersonal skills
Strong problem-solving abilities
Ability to work well in a team and independently
Example: Suc...
Financial modeling is the process of creating a mathematical representation of a financial situation or plan.
It involves using various financial tools and techniques to forecast future financial performance.
It helps in making informed decisions about investments, budgeting, and financial planning.
Examples include creating a cash flow statement, calculating return on investment, and analyzing financial ratios.
Financial ...
I have the necessary skills, experience, and passion to excel in this role.
I have a strong background in customer service and relationship management.
I am highly skilled in building and maintaining long-term relationships with clients.
I have a proven track record of exceeding sales targets and driving revenue growth.
I am a great communicator and can effectively understand and address client needs.
I am a team player and...
Our company is a leading financial institution specializing in relationship management.
We have been in business for over 20 years
We offer a wide range of financial products and services
Our focus is on building and maintaining strong relationships with our clients
We have a team of experienced Relationship Executives who provide personalized service
We have a strong reputation for customer satisfaction and trust
I would invest in a diversified portfolio of stocks, bonds, and mutual funds.
I would allocate a portion of my funds to blue-chip stocks with a history of stable dividends.
I would also invest in high-quality corporate bonds with a moderate risk profile.
I would consider mutual funds that invest in a mix of stocks and bonds to diversify my portfolio.
I would regularly review and rebalance my portfolio to ensure it aligns w
Potential clients for a Relationship Executive can include individuals, businesses, and organizations seeking financial services and advice.
Individuals looking for personal banking services such as savings accounts, loans, and credit cards
Small businesses in need of business banking solutions like merchant services and business loans
Corporations and organizations requiring treasury management services, investment advic...
HNI clients are high net worth individuals who have significant financial assets and require specialized services.
HNI clients typically have a net worth of at least $1 million
They require personalized and specialized services such as wealth management, tax planning, and estate planning
Examples of HNI clients include business owners, executives, and investors
They are often sought after by financial institutions and priv...
I will generate potential leads through networking, referrals, and targeted marketing.
Attend industry events and conferences to meet potential clients
Ask current clients for referrals and offer incentives for successful referrals
Utilize social media and email marketing to reach a wider audience
Research and target specific industries or companies that may benefit from our services
Yes, I am willing to go to the field for the role of Relationship Executive.
I am comfortable with traveling to meet clients and build relationships.
I understand the importance of face-to-face interactions in building trust and rapport.
I have previous experience in field sales or customer service roles.
I am adaptable and can work effectively in different environments.
I am willing to invest time and effort in understandi...
Yes, I have several sources for HNI clients.
I have a strong network of contacts in the finance and investment industry
I attend industry events and conferences to meet potential clients
I also leverage social media platforms like LinkedIn to connect with HNIs
Referrals from existing clients have also been a successful source for me
I have the necessary skills, experience, and passion to excel in this role.
I have a strong background in customer service and relationship management.
I am highly skilled in building and maintaining long-term relationships with clients.
I have a proven track record of exceeding sales targets and driving revenue growth.
I am a great communicator and can effectively understand and address client needs.
I am a team player and...
I applied via Naukri.com and was interviewed before Jan 2021. There were 3 interview rounds.
Very nice work culture & supporting staff
Top trending discussions
posted on 10 Apr 2022
I applied via Referral and was interviewed in Mar 2022. There were 2 interview rounds.
posted on 13 Dec 2023
Work as per company requirements
I am Kamana Dutta. Presently working pnb metlife Banca. Kolkata, paikpara pnb bank .
I chose this company because of its strong reputation, innovative products, and commitment to employee development.
Strong reputation in the industry
Innovative products and services
Commitment to employee development and growth opportunities
I have a strong background in finance and customer relationship management, with experience in managing high net worth clients.
Bachelor's degree in Finance from XYZ University
5+ years of experience in financial services industry
Managed portfolio of high net worth clients, increasing assets under management by 20%
Strong track record of building and maintaining client relationships
I applied via Approached by Company and was interviewed in Dec 2022. There were 2 interview rounds.
I manage customer expectations by setting clear goals, communicating effectively, and delivering on promises.
I establish a clear understanding of what the customer wants and needs
I communicate regularly and honestly about progress and any changes
I underpromise and overdeliver to exceed expectations
I handle any issues or concerns promptly and professionally
I follow up after completion to ensure satisfaction and address ...
based on 2 interviews
Interview experience
based on 20 reviews
Rating in categories
Relationship Manager
371
salaries
| ₹2 L/yr - ₹6.2 L/yr |
Senior Relationship Manager
128
salaries
| ₹3.7 L/yr - ₹8.5 L/yr |
Sales Executive
120
salaries
| ₹1.1 L/yr - ₹3.6 L/yr |
Wealth Manager
102
salaries
| ₹3 L/yr - ₹9 L/yr |
Assistant Manager
100
salaries
| ₹1.8 L/yr - ₹7.9 L/yr |
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