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Bajaj Capital
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Yes, I am comfortable with field work and have experience in conducting customer visits and resolving issues on-site.
I have previous experience in conducting customer visits and resolving issues on-site.
I am comfortable with traveling to meet clients and building relationships in person.
I understand the importance of face-to-face interactions in building trust and rapport with customers.
I expect Bajaj Capital to provide excellent customer service, financial expertise, and innovative solutions.
Excellent customer service
Financial expertise
Innovative solutions
I have over 5 years of experience in customer service and relationship management.
Worked as a Customer Service Representative for XYZ Company for 3 years
Managed a portfolio of key clients and increased customer retention by 15%
Implemented new customer relationship strategies that improved overall satisfaction ratings
My pet name is Max.
My pet's name is Max.
It's a common pet name for dogs.
I chose the name because it's short and easy to remember.
I love spending time with my family, traveling to new places, and trying out new restaurants.
Spending time with family
Traveling to new places
Trying out new restaurants
Top trending discussions
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 21 Sep 2023
A mutual fund is a type of investment vehicle consisting of a portfolio of stocks, bonds, or other securities, managed by a professional fund manager.
Mutual funds pool money from multiple investors to invest in a diversified portfolio of securities
Investors buy shares of the mutual fund, which represent a portion of the holdings in the fund
Professionally managed by fund managers who make investment decisions on behalf ...
The stock market is a platform where investors buy and sell shares of publicly traded companies.
Investors buy shares of a company in the hope that the value will increase over time.
Stock prices are influenced by various factors such as company performance, economic conditions, and investor sentiment.
Stock exchanges like NYSE and NASDAQ facilitate the buying and selling of stocks.
Stock market indices like the S&P 500 an...
There are 8 stock exchanges in India.
There are 2 major stock exchanges in India - BSE (Bombay Stock Exchange) and NSE (National Stock Exchange).
Apart from BSE and NSE, there are 6 regional stock exchanges in India.
Some of the regional stock exchanges include Calcutta Stock Exchange, Madras Stock Exchange, and Ahmedabad Stock Exchange.
posted on 5 Mar 2023
posted on 27 May 2024
I was interviewed in Nov 2023.
Life insurance is a financial product that provides a lump sum payment to beneficiaries upon the insured's death.
Life insurance provides financial protection for loved ones in the event of the insured's death.
There are different types of life insurance policies, such as term life, whole life, and universal life.
Premiums for life insurance are based on factors like age, health, and coverage amount.
Life insurance can als...
NAV in SIP stands for Net Asset Value in Systematic Investment Plan, representing the value of each unit of a mutual fund scheme.
NAV is the price at which investors buy or sell units of a mutual fund.
It is calculated by dividing the total value of assets in the fund by the total number of units outstanding.
NAV fluctuates daily based on the performance of the underlying securities in the fund.
Investors can use NAV to tr...
I will identify customer needs, recommend suitable products, and provide personalized solutions to meet their financial goals.
Understand customer needs and financial goals
Recommend products that align with customer needs
Provide personalized solutions tailored to each customer
Build trust and rapport with customers to increase sales
Follow up with customers to ensure satisfaction and address any concerns
posted on 12 Jun 2024
A demat account is an account that holds shares and securities in electronic form instead of physical certificates.
Demat stands for dematerialized account
It is used for trading and investing in the stock market
Eliminates the risk of loss, theft, or damage of physical share certificates
Facilitates easy and quick transfer of securities
Requires a unique Demat account number (DP ID and Client ID)
Mutual fund is a pool of funds collected from multiple investors to invest in securities, while SIP is a systematic investment plan where investors regularly invest a fixed amount.
Mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities.
SIP is a method of investing a fixed sum regularly in a mutual fund scheme.
Mutual funds offer diversification, professional ma...
Share market is a platform where buying and selling of company stocks and securities takes place.
Share market allows companies to raise capital by issuing shares to investors
Investors can buy and sell shares to make a profit
Prices of shares fluctuate based on market demand and supply
Share market can be volatile and risky, requiring careful research and analysis
Examples: New York Stock Exchange (NYSE), NASDAQ, Bombay St
Mutual fund policy outlines the investment objectives, strategies, and guidelines for managing a mutual fund.
Mutual fund policy includes the fund's investment objectives, risk tolerance, asset allocation, and investment restrictions.
It also outlines the fund manager's responsibilities, fees and expenses, and redemption policies.
Examples of mutual fund policies include growth funds focusing on capital appreciation, inco...
posted on 28 Mar 2024
I applied via Naukri.com and was interviewed in Feb 2024. There were 2 interview rounds.
Missing letters and series questions
posted on 24 Jun 2024
I applied via Company Website and was interviewed in Dec 2023. There were 2 interview rounds.
based on 1 interview
Interview experience
based on 7 reviews
Rating in categories
Relationship Manager
370
salaries
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Senior Relationship Manager
122
salaries
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Sales Executive
118
salaries
| ₹0 L/yr - ₹0 L/yr |
Wealth Manager
101
salaries
| ₹0 L/yr - ₹0 L/yr |
Assistant Manager
97
salaries
| ₹0 L/yr - ₹0 L/yr |
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