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ICICI Securities
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I applied via Recruitment Consulltant and was interviewed before Aug 2021. There were 3 interview rounds.
I applied via Referral and was interviewed before Sep 2020. There was 1 interview round.
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posted on 30 Jan 2025
I was interviewed in Dec 2024.
I applied via Recruitment Consulltant and was interviewed in Aug 2024. There was 1 interview round.
posted on 9 Dec 2024
I applied via campus placement at International College of Financial Planning, Mumbai and was interviewed in Feb 2024. There was 1 interview round.
I am a dedicated and empathetic Relationship Manager with a passion for helping clients achieve their financial goals.
I have a strong background in finance and customer service
I excel at building and maintaining relationships with clients
I am skilled at analyzing financial data and providing tailored solutions
I am a great communicator and problem-solver
Mutual funds are investment vehicles that pool money from multiple investors to invest in a diversified portfolio of securities.
Mutual funds are managed by professional fund managers who make investment decisions on behalf of the investors.
Investors can buy units of mutual funds, which represent a portion of the holdings of the fund.
Mutual funds offer diversification, liquidity, and professional management to investors...
Mutual funds taxation involves capital gains tax on profits from selling investments within the fund.
Mutual funds are subject to capital gains tax when investments are sold for a profit
Taxation varies based on the type of mutual fund (equity, debt, hybrid)
Long-term capital gains tax is applicable if investments are held for more than 1 year
Short-term capital gains tax is applicable if investments are held for less than
Mutual funds offer diversification, professional management, and potential for higher returns compared to individual stock picking.
Diversification: Mutual funds invest in a variety of assets, reducing risk compared to investing in individual stocks.
Professional management: Fund managers make investment decisions on behalf of investors, leveraging their expertise and research.
Potential for higher returns: Mutual funds h...
Insurance is a financial product that provides protection against financial losses. There are various types of insurance available.
Insurance is a contract between the insured (policyholder) and the insurer (insurance company).
Types of insurance include life insurance, health insurance, auto insurance, home insurance, and more.
Insurance premiums are paid by the insured in exchange for coverage against specified risks.
In...
Mutual funds are investment vehicles that pool money from multiple investors to invest in a diversified portfolio of securities.
Types of mutual funds include equity funds, bond funds, money market funds, and balanced funds.
Equity funds invest in stocks, bond funds invest in bonds, money market funds invest in short-term debt securities, and balanced funds invest in a mix of stocks and bonds.
Other types of mutual funds ...
I applied via Indeed and was interviewed in Jan 2024. There was 1 interview round.
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
I applied via Wellsfargo.com and was interviewed in Mar 2024. There was 1 interview round.
Interview experience
based on 30 reviews
Rating in categories
Senior Relationship Manager
1.1k
salaries
| ₹2.2 L/yr - ₹7 L/yr |
Assistant Manager
678
salaries
| ₹2.9 L/yr - ₹7 L/yr |
Senior Sales Manager
282
salaries
| ₹2 L/yr - ₹4.5 L/yr |
Relationship Manager
275
salaries
| ₹1.5 L/yr - ₹8.5 L/yr |
Equity Advisor
275
salaries
| ₹3 L/yr - ₹8.5 L/yr |
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