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Bajaj Capital
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I applied via Job Portal and was interviewed in Feb 2021. There were 4 interview rounds.
Top trending discussions
I have extensive experience in handling a wide range of financial products, including stocks, bonds, mutual funds, and derivatives.
Managed a diverse portfolio of stocks and bonds for high net worth clients
Developed and implemented investment strategies for mutual funds
Traded options and futures contracts to hedge risk and generate alpha
Conducted thorough research and analysis to identify attractive investment opportuni...
I applied via Campus Placement and was interviewed in Feb 2022. There was 1 interview round.
Simple topics
Insurance is a contract between an individual and an insurance company, providing financial protection against potential losses.
Insurance is a risk management tool that helps individuals and businesses protect themselves against potential financial losses.
It involves paying a premium to an insurance company in exchange for coverage against specific risks.
Insurance policies can cover various aspects such as health, prop...
I applied via Approached by Company and was interviewed in Mar 2023. There were 2 interview rounds.
It's a normal test. No negative marking
posted on 8 Feb 2019
I applied via Campus Placement and was interviewed before Feb 2018. There were 3 interview rounds.
I am an experienced senior relationship manager with a strong background in building and maintaining client relationships.
Extensive experience in managing high-value client portfolios
Proven track record of exceeding sales targets and driving revenue growth
Strong interpersonal and communication skills
Expertise in financial analysis and risk management
Ability to identify and capitalize on business opportunities
Excellent
I applied via Referral and was interviewed in Jul 2020. There was 1 interview round.
posted on 3 Jan 2020
I applied via Campus Placement and was interviewed before Jan 2019. There were 3 interview rounds.
ICICI Direct is a leading online trading platform in India. Stock market is a dynamic platform for buying and selling securities.
ICICI Direct is a subsidiary of ICICI Bank, offering online trading services for stocks, commodities, and mutual funds.
The stock market is a platform where investors buy and sell shares of publicly traded companies, aiming to generate profits.
Market trends, economic indicators, and company pe...
Financial planning is the process of setting financial goals, creating a plan to achieve them, and regularly reviewing and adjusting the plan.
It involves assessing current financial situation
Setting financial goals
Creating a plan to achieve those goals
Regularly reviewing and adjusting the plan
Involves budgeting, saving, investing, and managing debt
Examples include retirement planning, education planning, estate plannin
Assess the portfolio and take corrective actions to minimize losses.
Analyze the portfolio to identify the root cause of losses
Review the investment strategy and risk tolerance of the client
Recommend diversification of the portfolio to minimize risk
Suggest rebalancing the portfolio to align with the client's investment goals
Provide regular updates and communicate with the client to ensure transparency
Consider the market...
posted on 26 Apr 2021
I applied via Campus Placement and was interviewed before Apr 2020. There was 1 interview round.
based on 2 reviews
Rating in categories
Relationship Manager
370
salaries
| ₹0 L/yr - ₹0 L/yr |
Senior Relationship Manager
122
salaries
| ₹0 L/yr - ₹0 L/yr |
Sales Executive
118
salaries
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Wealth Manager
101
salaries
| ₹0 L/yr - ₹0 L/yr |
Assistant Manager
97
salaries
| ₹0 L/yr - ₹0 L/yr |
HDFC Securities
Kotak Securities
ICICI Securities
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