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About microfinance knowledge
A portfolio is a collection of investments owned by an individual or organization.
A portfolio can include stocks, bonds, mutual funds, real estate, and other assets.
Diversifying a portfolio can help reduce risk by spreading investments across different asset classes.
Investors often review and adjust their portfolios regularly to meet their financial goals.
Portfolio management involves selecting and monitoring investmen...
PAR stands for Problem Action Result, a framework used in customer relationship management to address and solve customer issues.
PAR is a structured approach to handling customer problems.
Identify the problem (P), take appropriate action (A), and achieve a positive result (R).
For example, a customer complaint about a product defect could be resolved by acknowledging the issue, offering a replacement, and ensuring custom
Projection & implement is a process of forecasting future trends and implementing strategies to achieve desired outcomes.
Projection involves analyzing past data and trends to predict future outcomes
Implementation involves putting plans into action to achieve desired goals
Examples include projecting sales growth for the next quarter and implementing marketing strategies to increase customer retention
Target & achievement refers to setting specific goals and working towards meeting or exceeding those goals.
Setting specific, measurable, achievable, relevant, and time-bound targets
Developing strategies to reach the targets
Monitoring progress towards the targets
Taking corrective actions if necessary to ensure targets are met or exceeded
All finance related questions and information required for employees that's it
I applied via Referral and was interviewed in Feb 2021. There was 1 interview round.
Jana Small Finance Bank interview questions for designations
I applied via Recruitment Consultant and was interviewed in Feb 2021. There was 1 interview round.
I applied via Walk-in and was interviewed in Dec 2020. There was 1 interview round.
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posted on 23 Sep 2024
I applied via Walk-in and was interviewed in Aug 2024. There were 2 interview rounds.
Experienced Customer Relationship Manager with a passion for building strong client relationships and driving customer satisfaction.
Over 5 years of experience in managing customer relationships
Skilled in resolving customer issues and ensuring customer satisfaction
Strong communication and interpersonal skills
Proven track record of increasing customer retention rates
Proficient in CRM software such as Salesforce
I have been working for 5 years in customer service roles.
5 years of experience in customer service
Started in entry-level customer service position and worked way up to Customer Relationship Manager
Experience in handling customer inquiries, resolving issues, and building relationships
Staff satisfaction is strong due to a positive work environment, effective communication, recognition of achievements, and opportunities for growth.
Positive work environment fosters motivation and job satisfaction
Effective communication ensures clarity and reduces misunderstandings
Recognition of achievements boosts morale and motivation
Opportunities for growth and development show investment in employees' future
Support...
Customer handling is more about quality than quantity in building strong relationships.
Quality of customer interactions is more important than quantity
Focus on building strong relationships with customers rather than just handling a large volume
Effective communication and problem-solving skills are key in customer handling
Examples: Resolving customer complaints effectively, providing personalized service, building trus
posted on 22 Feb 2025
I was interviewed in Jan 2025.
To sell a product, it is important to understand the customer's needs, build rapport, highlight the benefits, overcome objections, and close the sale.
Understand the customer's needs and preferences
Build rapport and establish trust
Highlight the benefits and unique selling points of the product
Overcome objections by addressing concerns and providing solutions
Close the sale by asking for the customer's commitment
To pitch a product effectively, focus on highlighting the unique features, benefits, and value proposition to the customer.
Identify the target audience and tailor your pitch to address their specific needs and pain points.
Highlight the key features and benefits of the product that set it apart from competitors.
Clearly communicate the value proposition and how the product solves a problem or improves the customer's life...
To convince the customer, it is important to understand their needs, build trust, provide solutions, and offer excellent customer service.
Listen actively to the customer's needs and concerns
Build trust by being transparent and honest
Provide personalized solutions that meet the customer's specific requirements
Offer excellent customer service by being responsive and helpful
Follow up with the customer to ensure their sati
posted on 27 Jan 2025
Financial institutions are organizations that provide financial services to customers, such as banks, credit unions, and investment firms.
Financial institutions accept deposits from customers and provide loans and other financial products.
They play a crucial role in the economy by facilitating the flow of funds between savers and borrowers.
Examples include commercial banks like JPMorgan Chase, investment firms like Gol...
posted on 31 Jul 2024
Managed customer relationships and resolved issues at a retail store.
Handled customer inquiries and complaints in person, over the phone, and via email
Developed and maintained relationships with regular customers
Trained new staff on customer service best practices
Implemented strategies to improve customer satisfaction and retention
based on 10 interviews
1 Interview rounds
based on 124 reviews
Rating in categories
Business Development Executive
490
salaries
| ₹1.3 L/yr - ₹4.5 L/yr |
Senior Officer
476
salaries
| ₹1.4 L/yr - ₹3.6 L/yr |
Assistant Manager
472
salaries
| ₹1.9 L/yr - ₹6.8 L/yr |
Relationship Manager
464
salaries
| ₹1.9 L/yr - ₹7 L/yr |
Senior Executive
457
salaries
| ₹1.8 L/yr - ₹4.7 L/yr |
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