Edelweiss Broking Relationship Manager Wealth Management Interview Questions and Answers

Q1. DSA kitne hai aur kitne Active hai
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Q2. Business kaisa karonge
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Q3. Tell me about ur self
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Q4. Experience konsa hai aur Financial me kitne sal se ho
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Q1. Walk me through you background
Ans. 
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
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Q1. What will know about magma company?
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Q2. How much you can earn in magma by sales?
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I am Kamana Dutta. Presently working pnb metlife Banca. Kolkata, paikpara pnb bank .

Q1. Why are you choice this company
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Q2. What do you know this company
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Q1. Just simple tell me about yourself, internship, family background
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Q1. All financial services knowledge like mutual fund, nps,life insurance, general insurance
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Q1. What is Demat account ?
Ans. 
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.
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Q2. What is matual funds or sip ?
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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...read more
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Q3. Long form of CDSL ?
Ans. 
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.
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Q1. Why you are coming in sales ?
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Q2. How you can create sales lead
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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...read more
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Q3. What is your plan for future in this field?
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Q4. What's term plan , health insurance, life cover
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Q5. What's 80c diduction?
Ans. 
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...read more
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