ICICI Securities Senior Relationship Manager Interview Questions, Process, and Tips

I have a passion for sales and ICICI Securities is a reputable organization with a strong track record.

• I enjoy the challenge of meeting sales targets and building relationships with clients.

• ICICI Securities has a strong reputation in the industry and a proven track record of success.

• The company offers excellent training and development opportunities for its employees.

• ICICI Securities has a diverse range of products and...read more

ICICI Direct is a leading online trading platform in India. Stock market is a dynamic platform for buying and selling securities.

• ICICI Direct is a subsidiary of ICICI Bank, offering online trading services for stocks, commodities, and mutual funds.

• The stock market is a platform where investors buy and sell shares of publicly traded companies, aiming to generate profits.

• Market trends, economic indicators, and company pe...read more

Financial planning is the process of setting financial goals, creating a plan to achieve them, and regularly reviewing and adjusting the plan.

• It involves assessing current financial situation

• Setting financial goals

• Creating a plan to achieve those goals

• Regularly reviewing and adjusting the plan

• Involves budgeting, saving, investing, and managing debt

• Examples include retirement planning, education planning, estate plannin

Assess the portfolio and take corrective actions to minimize losses.

• Analyze the portfolio to identify the root cause of losses

• Review the investment strategy and risk tolerance of the client

• Recommend diversification of the portfolio to minimize risk

• Suggest rebalancing the portfolio to align with the client's investment goals

• Provide regular updates and communicate with the client to ensure transparency

• Consider the market...read more