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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 ...
What people are saying about Citicorp
I applied via Naukri.com and was interviewed in Sep 2024. There were 3 interview rounds.
I have 5 years of experience working as a Relationship Manager in the banking industry.
Managed a portfolio of high net-worth clients
Developed and maintained relationships with clients to understand their financial needs
Provided personalized financial solutions and advice to clients
Collaborated with internal teams to ensure client satisfaction
Achieved sales targets and contributed to the overall growth of the business
Normal question about my last company
About my sales activity
posted on 12 Jan 2025
I applied via Recruitment Consulltant and was interviewed in Dec 2024. There was 1 interview round.
I am Kamana Dutta. Presently working pnb metlife Banca. Kolkata, paikpara pnb bank .
posted on 13 Dec 2023
Work as per company requirements
I was interviewed in Aug 2024.
posted on 24 Apr 2024
based on 2 interviews
Interview experience
based on 21 reviews
Rating in categories
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