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ICICI Bank Relationship Wealth Manager Interview Questions and Answers for Experienced
ICICI Bank Relationship Wealth Manager Interview Experiences for Experienced
2 interviews found
deepank rahi
(2 Questions)
- Q1. WHY DO YOU WANT TO JOIN ICICI
- Q2. HOW DOES YOUR EXPERIENCE TRANSLATES TO BANKING
- Ans.
My experience in relationship management and financial planning directly translates to banking by helping clients achieve their financial goals.
Strong background in financial planning and wealth management
Proven track record of building and maintaining client relationships
Ability to analyze financial data and provide strategic advice
Experience in developing personalized financial plans for clients
Knowledge of banking p
Selected
I applied via Approached by Company and was interviewed before Mar 2023. There was 1 interview round.
(2 Questions)
- Q1. Tell me about yourself
- Q2. Wheredo you see yourself in 5 years
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IDFC FIRST Bank
Anonymous
posted on 18 Dec 2024
(2 Questions)
- Q1. Only about sales
- Q2. How much you can sale
I applied via Referral and was interviewed in Mar 2022. There were 2 interview rounds.
(3 Questions)
- Q1. Why do you want to join us
- Q2. Why are you leaving previous job
- Q3. What if you’re not able to handle in 6 months
(2 Questions)
- Q1. Notice period in days
- Q2. Last Rating details shall be asked
Interview Preparation Tips
Selected
I applied via Job portal
(1 Question)
- Q1. What is the symbole for Sodium and potassium
- Ans.
The symbol for Sodium is Na and for Potassium is K.
Symbol for Sodium: Na
Symbol for Potassium: K
Interview Preparation Tips
Selected
I applied via Recruitment Consulltant and was interviewed before Oct 2023. There were 2 interview rounds.
(1 Question)
- Q1. What was my past exerience
- Ans.
I have over 10 years of experience in wealth management, specializing in investment strategies for high net worth clients.
Managed investment portfolios for high net worth clients
Developed customized investment strategies based on client goals and risk tolerance
Performed market research and analysis to identify investment opportunities
Advised clients on wealth preservation and growth strategies
(1 Question)
- Q1. What is customer servicing experience
- Ans.
Customer servicing experience refers to the interactions and support provided to customers before, during, and after a purchase.
Building relationships with customers to understand their needs and preferences
Providing timely and helpful assistance to resolve issues or answer questions
Ensuring customer satisfaction through personalized service and follow-up
Handling complaints and feedback professionally and efficiently
Go...
PRITESH JAVAR
(1 Question)
- Q1. Wealth related and All banking related
Interview Preparation Tips
I applied via Recruitment Consultant and was interviewed in Aug 2019. There was 1 interview round.
Interview Questionnaire
1 Question
- Q1. Total size of current Portfolio and experience with various wealth products.How much assets allocation and revenue generation done in earlier organisation.Work on all fee products such as MF ,PMS AND AIF ...
- Ans.
I have experience managing portfolios of various sizes and working with fee products such as MF, PMS, and AIF. I also have knowledge of asset allocation, trade, forex, and customer satisfaction.
Managed portfolios of various sizes
Experience with fee products such as MF, PMS, and AIF
Knowledge of asset allocation
Understanding of trade and forex
Focus on customer satisfaction
Generated revenue through effective asset allocat...
Interview Preparation Tips
Relationship Wealth Manager Interview Questions & Answers
IDFC FIRST Bank
Anonymous
posted on 18 Dec 2024
(2 Questions)
- Q1. Only about sales
- Q2. How much you can sale
I applied via Referral and was interviewed in Mar 2022. There were 2 interview rounds.
(3 Questions)
- Q1. Why do you want to join us
- Q2. Why are you leaving previous job
- Q3. What if you’re not able to handle in 6 months
(2 Questions)
- Q1. Notice period in days
- Q2. Last Rating details shall be asked
Interview Preparation Tips
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ICICI Bank Relationship Wealth Manager Reviews and Ratings
based on 31 reviews
Rating in categories
|
Deputy Manager
15.6k
salaries
|  ₹2.2 L/yr - ₹10.8 L/yr |
|
Relationship Manager
12.8k
salaries
| ₹2.3 L/yr - ₹11 L/yr |
|
Assistant Manager
10.2k
salaries
| ₹1.8 L/yr - ₹6 L/yr |
|
Manager
4.8k
salaries
| ₹5.5 L/yr - ₹18 L/yr |
|
Senior Officer
3.5k
salaries
| ₹1 L/yr - ₹5.4 L/yr |
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