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I applied via Referral and was interviewed in Oct 2021. There was 1 interview round.
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I applied via Naukri.com and was interviewed in Mar 2024. There were 2 interview rounds.
I implement a personalized approach, focus on building rapport, use effective communication skills, and follow up consistently.
Personalize each call based on client's needs and preferences
Build rapport by asking open-ended questions and actively listening
Use effective communication skills such as clear articulation and empathy
Follow up consistently to maintain client engagement and address any concerns
I have over 10 years of experience in financial advising, specializing in retirement planning and investment management.
Worked as a financial advisor at XYZ firm for 5 years
Managed a portfolio of over 100 clients with assets totaling $50 million
Provided personalized retirement planning strategies for high-net-worth individuals
Successfully helped clients achieve their financial goals through strategic investment managem
My notice period is currently one month.
My notice period is one month.
I am required to give one month's notice before leaving my current position.
I have a notice period of one month as per my employment contract.
My salary expectation is based on my experience, qualifications, and the market rate for the position.
Consider my years of experience in the financial industry
Take into account my certifications and qualifications
Research the average salary range for Financial Advisors in this region
Open to negotiation based on benefits package offered
posted on 18 Mar 2024
I applied via Naukri.com and was interviewed in Feb 2024. There was 1 interview round.
posted on 6 Nov 2023
Principal is the initial amount of money borrowed or invested, while interest is the cost of borrowing money.
Principal is the original sum of money borrowed or invested
Interest is the additional amount paid for borrowing money
Interest can be calculated as a percentage of the principal amount
For example, if you borrow $1,000 at an interest rate of 5%, the principal is $1,000 and the interest is $50
posted on 16 May 2021
I applied via Recruitment Consultant and was interviewed before May 2020. There were 4 interview rounds.
Trade life cycle refers to the stages involved in a trade from initiation to settlement.
The trade life cycle includes trade initiation, trade execution, trade confirmation, trade settlement, and trade accounting.
Trade initiation involves the decision to buy or sell securities and the selection of a broker.
Trade execution involves the actual buying or selling of securities.
Trade confirmation involves verifying the detai...
A balance sheet includes assets, liabilities, and equity. A P&L a/c includes revenue, expenses, and net income/loss.
Balance sheet line items: assets (cash, accounts receivable, inventory, property), liabilities (accounts payable, loans), equity (retained earnings, common stock)
P&L a/c line items: revenue (sales, interest income), expenses (cost of goods sold, salaries, rent), net income/loss
Balance sheet and P&L a/c ar...
Corporate actions are events initiated by a company that can affect its stock price and shareholders.
Types of corporate actions include stock splits, dividends, mergers and acquisitions, spin-offs, and rights issues.
Stock splits involve dividing existing shares into multiple shares to increase liquidity and affordability.
Dividends are payments made to shareholders from a company's profits.
Mergers and acquisitions invol...
Financial instruments are assets that can be traded and have a monetary value.
Equity represents ownership in a company and can be bought and sold as stocks.
Derivatives are contracts that derive their value from an underlying asset, such as options and futures.
Bonds are debt securities that represent a loan made by an investor to a borrower, such as a government or corporation.
Preference shares are a type of stock that ...
I was interviewed before Jun 2016.
based on 2 reviews
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