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I applied via LinkedIn and was interviewed in May 2023. There were 2 interview rounds.
Knowledge of BFSI sector is crucial for a Relationship Manager to work effectively.
Stay updated on industry trends, regulations, and market conditions
Understand different financial products and services offered by banks, financial institutions, and insurance companies
Build strong relationships with clients by providing personalized financial solutions
Analyzing financial statements and assessing risk factors for clients
...
I applied via campus placement at Biju Patnaik Institute of Information Technology and Management, Bhuvaneshwar and was interviewed in Dec 2022. There were 3 interview rounds.
I am a dedicated Relationship Manager with a passion for sales and a goal to provide exceptional financial services. I am familiar with JM Financial Services and their reputation in the industry.
I have a strong background in sales and customer relationship management.
I am knowledgeable about JM Financial Services and their offerings.
My goal is to exceed client expectations and drive business growth.
I am motivated by th...
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 buy units or shares of mutual funds, which represent their ownership in the fund's assets.
Mutual funds offer investors the opportunity to invest in a wide range of asset cl...
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I applied via campus placement at Kumaraguru College of Technology, Coimbatore and was interviewed in Nov 2024. There were 2 interview rounds.
The group discussion was conducted on the basic topic of "Education System in India." After announcing the topic, the HR provided three minutes for preparation, during which participants were allowed to take notes. Subsequently, each person spoke about the topic for 30 seconds. Following the individual presentations, a three-minute discussion took place among the members.
posted on 30 Jan 2025
I was interviewed in 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 ...
To create a future vision mission, one must establish long-term goals and objectives that align with the organization's values and purpose.
Define the organization's core values and purpose
Set long-term goals and objectives that align with the values and purpose
Create a strategic plan to achieve the goals and objectives
Communicate the future vision mission to all stakeholders
Regularly review and adjust the mission as ne
I applied via Walk-in and was interviewed before Mar 2023. There was 1 interview round.
Sales are achieved through building relationships with clients and understanding their needs, leading to successful closures.
Build rapport with clients to understand their needs and preferences
Present products or services in a compelling way that addresses client's needs
Handle objections effectively and provide solutions
Negotiate terms and close the sale by gaining client's commitment
Follow up with clients to ensure sa
posted on 4 Mar 2022
Standard deviation measures the amount of variation or dispersion of a set of data. Beta measures the volatility of a stock compared to the market. P/E ratio is the ratio of a company's stock price to its earnings per share.
Standard deviation is a statistical measure that calculates the amount of variation or dispersion of a set of data.
Beta is a measure of a stock's volatility in relation to the market. A beta of 1 in...
I applied via Naukri.com and was interviewed in Dec 2024. There was 1 interview round.
based on 3 interviews
Interview experience
based on 5 reviews
Rating in categories
Senior Executive
222
salaries
| ₹2.5 L/yr - ₹8.5 L/yr |
Associate
200
salaries
| ₹3 L/yr - ₹13.7 L/yr |
Senior Associate
141
salaries
| ₹6 L/yr - ₹21.4 L/yr |
Assistant Vice President
90
salaries
| ₹8 L/yr - ₹30 L/yr |
Management Trainee
75
salaries
| ₹2.7 L/yr - ₹10 L/yr |
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