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I applied via Walk-in and was interviewed in Feb 2024. There was 1 interview round.
Experienced financial advisor with a proven track record in managing client portfolios and providing strategic investment advice.
Over 10 years of experience in the financial industry
Strong background in investment analysis and risk management
Successfully managed a diverse portfolio of clients, helping them achieve their financial goals
Proficient in financial planning software and tools
I handle customers by actively listening to their needs, providing personalized financial advice, and building long-term relationships.
Actively listen to customer needs and concerns
Provide personalized financial advice tailored to their goals
Build long-term relationships based on trust and transparency
Top trending discussions
Aptitude test is very hard
posted on 9 May 2024
I applied via Naukri.com and was interviewed in Apr 2024. There was 1 interview round.
Financial statements are reports that provide information about a company's financial performance and position.
Financial statements include the balance sheet, income statement, and cash flow statement.
They help investors, creditors, and other stakeholders assess the financial health and stability of a company.
Balance sheet shows the company's assets, liabilities, and shareholders' equity at a specific point in time.
Inc...
I applied via Naukri.com and was interviewed in Apr 2023. There were 3 interview rounds.
GST R 1 DATE is the due date for filing monthly GST returns. 2A and 2B are different sections of the GST return form. Current responsibility varies based on job role.
GST R 1 DATE is the due date for filing monthly GST returns
2A and 2B are sections in the GST return form where details of inward supplies are to be provided
Difference between 2A & 2B lies in the nature of supplies covered and the timing of availment of inp...
posted on 23 Dec 2021
I applied via Walk-in and was interviewed in Nov 2021. There were 4 interview rounds.
A journal entry in a sale records the financial transaction of selling goods or services.
The journal entry will include a debit to the accounts receivable or cash account for the amount of the sale.
There will be a credit to the sales revenue account for the same amount.
If applicable, there may be additional debits or credits to other accounts such as inventory or cost of goods sold.
The journal entry should follow the d...
GST stands for Goods and Services Tax. It is a type of indirect tax levied on the supply of goods and services.
GST is applicable in many countries around the world, including India, Australia, and Canada.
The rate of GST varies from country to country and can also differ for different types of goods and services.
For example, in India, the GST rate for most goods and services is either 5%, 12%, 18%, or 28%.
Some goods and...
Oracle is a relational database management system used for storing and retrieving data.
Oracle is a software product developed by Oracle Corporation.
It is a relational database management system (RDBMS) that uses Structured Query Language (SQL) for managing and manipulating data.
Oracle allows users to create, modify, and delete database objects such as tables, views, and indexes.
It provides features like data integrity,...
I applied via LinkedIn and was interviewed in Jul 2024. There was 1 interview round.
Golden rules of accounting are basic principles that guide the process of recording financial transactions.
Debit what comes in, credit what goes out
Debit the receiver, credit the giver
Debit expenses and losses, credit income and gains
I applied via Recruitment Consultant and was interviewed in Aug 2021. There were 3 interview rounds.
I applied via LinkedIn and was interviewed in Jan 2023. There were 4 interview rounds.
Interview experience
Relationship Manager
889
salaries
| ₹1.3 L/yr - ₹6.5 L/yr |
Assistant Manager
491
salaries
| ₹2.4 L/yr - ₹8 L/yr |
Digital Relationship Manager
289
salaries
| ₹1.4 L/yr - ₹5.5 L/yr |
Deputy Manager
256
salaries
| ₹3.2 L/yr - ₹10.2 L/yr |
Area Sales Manager
250
salaries
| ₹2.6 L/yr - ₹8.1 L/yr |
Kotak Securities
Upstox
Axis Direct
ICICI Securities