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Catalyst Trusteeship
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Catalyst Trusteeship Operations Executive Interview Questions and Answers
Catalyst Trusteeship Operations Executive Interview Experiences
1 interview found
Anonymous
(2 Questions)
- Q1. Finance related
- Q2. About your self
Operations Executive Jobs at Catalyst Trusteeship
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I applied via Walk-in and was interviewed before Nov 2021. There were 2 interview rounds.
(2 Questions)
- Q1. Basic question about past work experiences.
- Q2. Finance questions related to mutual funds and transfer agency operations.
Interview Preparation Tips
Selected
I applied via Walk-in and was interviewed before May 2022. There were 5 interview rounds.
(1 Question)
- Q1. About Experians
(1 Question)
- Q1. Manager round subject knowledge
(2 Questions)
- Q1. On Salary performance
- Q2. Expection on salary
Computer knowledge test
Interview Preparation Tips
Selected
I appeared for an interview before Feb 2024.
(2 Questions)
- Q1. Tell me about your self
- Q2. How long you will work here
- Ans.
I am committed to contributing my skills and expertise for the long-term success of the company.
I plan to work here for the foreseeable future, as I am dedicated to the company's growth and success.
I am committed to advancing my career within the organization and taking on new challenges.
I believe in building strong relationships with colleagues and stakeholders, which takes time and dedication.
I am excited about the o...
Versant grammer conversational question behaviour question
I applied via Apna Jobs and was interviewed in Oct 2021. There was 1 interview round.
Interview Questionnaire
1 Question
- Q1. Self-introduction College project Previous work experience
Interview Preparation Tips
Selected
I applied via Naukri.com and was interviewed in Aug 2023. There were 3 interview rounds.
Mathematics and English grammar related
(8 Questions)
- Q1. What is your job role
- Ans. My role we have received email and call investors has take SIP this meaning systematic investment plan every month investor amount deducted but some month was not processed mail sent us iam checking in our application and same any issue inform to them
- Q2. We have received emails iam working now mutual funds my fund name is SIP this meaning systematic investment plan Investor has take long time SIP every month investor amount deducted some month was not proc...
- Q3. So month amount deducted but units was not allotted that time we are checking with concern person and solve the issue and update the same investor
- Q4. Investor has tak SIP it is registered or not mail drop our sip so we are checking with concern person and same updated investor at time
- Q5. Investor want cancel the we cancel tha SIP future was not processed
- Q6. Investor few months any issue we have pause the SIP
- Q7. Investor want to cancel the SIP so we have cancelled the SIP
- Ans.
When an investor wants to cancel their SIP, the SIP can be cancelled as per their request.
Confirm the investor's request to cancel the SIP
Follow the necessary procedures to cancel the SIP
Update the investor's account with the cancellation of the SIP
Provide the investor with confirmation of the cancellation
- Q8. Investor few months any issue we have stop the pause request
Interview Preparation Tips
Selected
(2 Questions)
- Q1. Self introduction
- Q2. About experience
Interview Preparation Tips
Interview Questionnaire
1 Question
- Q1. Tell about yourself
- Ans.
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
Interview Preparation Tips
Duration: 20 minutes
College Name: Pdpu
I applied via Campus Placement and was interviewed before Nov 2019. There were 4 interview rounds.
Interview Questionnaire
4 Questions
- Q1. Tell me About yourself. Very common general question
- Q2. Why you want to join isec
- Q3. How will your personality be beneficial for sales job
- Q4. Are you flexible with targets and insurance
- Ans.
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...
Interview Preparation Tips
Then only apply, else avoid.
I applied via Campus Placement and was interviewed in Dec 2020. There were 4 interview rounds.
Interview Questionnaire
1 Question
- Q1. The process followed up with GD (case study discussion), technical and HR round (together). Technical questions were related to mutual funds, NAV, CAGR, and so on.
Interview Preparation Tips
Catalyst Trusteeship Interview FAQs
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Catalyst Trusteeship Operations Executive Interview Process
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