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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 ...
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I applied via Campus Placement and was interviewed before Sep 2020. There were 4 interview rounds.
I applied via Company Website and was interviewed in Nov 2020. There were 3 interview rounds.
I applied via Campus Placement and was interviewed before Sep 2020. There was 1 interview round.
Sales is the process of exchanging goods or services for money or other valuable consideration.
Sales involves identifying potential customers and persuading them to buy a product or service.
It includes activities such as prospecting, lead generation, qualifying leads, making sales presentations, negotiating and closing deals.
Sales can be done through various channels such as direct selling, telemarketing, online sales,...
I applied via Company Website and was interviewed before May 2021. There were 2 interview rounds.
I applied via Campus Placement and was interviewed before Jan 2021. There were 3 interview rounds.
Environmental topic
Based on banking questions
I applied via Campus Placement and was interviewed before Feb 2021. There were 2 interview rounds.
I have cleared 100 marks aptitude test
I applied via Walk-in and was interviewed before Jun 2021. There was 1 interview round.
based on 2 interviews
Interview experience
based on 20 reviews
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