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Bajaj Finserv
Proud winner of ABECA 2024 - AmbitionBox Employee Choice Awards
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I was interviewed in Aug 2024.
I applied via Referral
Top trending discussions
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 am Kamana Dutta. Presently working pnb metlife Banca. Kolkata, paikpara pnb bank .
posted on 2 May 2023
I applied via Campus Placement and was interviewed in Apr 2023. There were 3 interview rounds.
posted on 13 Dec 2023
Work as per company requirements
posted on 21 Jun 2023
Online Questions about Aptitude
My goal in life is to continuously grow and develop personally and professionally, while making a positive impact on those around me.
Continuous self-improvement through learning new skills and gaining new experiences
Building strong relationships with others and helping them achieve their goals
Making a difference in my community through volunteer work or charitable contributions
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 ...
posted on 20 Feb 2023
I applied via Naukri.com and was interviewed in Aug 2022. There were 2 interview rounds.
A Demat account is an electronic account that holds shares and securities in a digital format.
Demat stands for dematerialization.
It eliminates the need for physical share certificates.
It allows for easy and secure trading of shares and securities.
It is mandatory for trading in the Indian stock market.
Examples of securities that can be held in a Demat account include stocks, bonds, and mutual funds.
Mutual funds are investment vehicles that pool money from multiple investors to invest in stocks, bonds, or other assets. SIP is a method of investing in mutual funds regularly.
Mutual funds are managed by professional fund managers
Investors can buy and sell mutual fund units at NAV
SIP allows investors to invest a fixed amount at regular intervals
SIP helps in rupee cost averaging and disciplined investing
Examples of mut...
CDSL stands for Central Depository Services Limited.
CDSL is a depository for securities in India.
It was established in 1999.
It provides services like dematerialization, trading, and settlement of securities.
CDSL is one of the two depositories in India, the other being NSDL.
Sales leads can be created through networking, referrals, cold calling, and social media.
Networking events and conferences can help build relationships and generate leads
Asking current clients for referrals can lead to new business opportunities
Cold calling potential clients can be effective if done properly
Social media platforms like LinkedIn can be used to connect with potential clients and share industry insights
Cre...
80C deduction is a tax deduction under Section 80C of the Income Tax Act, 1961.
It allows individuals to claim a deduction of up to Rs. 1.5 lakh from their taxable income.
Investments made in certain financial instruments such as Public Provident Fund (PPF), Equity-Linked Savings Scheme (ELSS), National Savings Certificate (NSC), etc. are eligible for this deduction.
Life insurance premiums, tuition fees paid for children...
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Assistant Manager
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Sales Officer
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| ₹1 L/yr - ₹5 L/yr |
Sales Executive
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Manager
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| ₹3 L/yr - ₹11 L/yr |
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