HDB Financial Services Equity Dealer Interview Questions and Answers

I will arrange leads by identifying potential customers and reaching out to them through various channels.

• Identify target audience and create a database of potential customers

• Use social media platforms to reach out to potential customers

• Attend industry events and conferences to network and generate leads

• Collaborate with marketing team to create targeted campaigns

• Follow up with leads and nurture relationships to convert

I am currently working as a Senior Relationship Manager at XYZ Bank.

• Managing a portfolio of high net worth clients

• Providing personalized financial advice and solutions

• Building and maintaining strong relationships with clients

• Meeting sales targets and revenue goals

• Leading a team of Relationship Managers

• Analyzing market trends and competitor activities

• Developing and implementing strategies to increase market share

Planning for a new assignment

• Identify the objectives and goals of the new assignment

• Create a detailed timeline and action plan

• Allocate resources and assign responsibilities

• Monitor progress and make necessary adjustments

• Communicate and collaborate with team members

• Evaluate the success of the assignment