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I applied via Campus Placement 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 and was interviewed before Sep 2019. There was 1 interview round.
posted on 30 Jun 2020
Experienced Relationship Manager with a background in finance and a passion for helping clients achieve their financial goals.
Over 5 years of experience in financial services industry
Strong communication and interpersonal skills
Proven track record of building and maintaining client relationships
Expertise in financial planning and investment strategies
Ability to analyze market trends and provide tailored solutions
posted on 1 Aug 2021
I applied via Naukri.com and was interviewed before Aug 2020. There was 1 interview round.
posted on 25 Aug 2020
I applied via Referral and was interviewed in Jul 2020. There were 3 interview rounds.
I applied via Campus Placement and was interviewed before Nov 2019. There were 4 interview rounds.
Yes, I am flexible with targets and insurance.
I understand that targets and insurance policies can vary depending on the client's needs and preferences.
I am willing to work with clients to find the best solutions for their specific situation.
I am open to adjusting targets and policies as needed to ensure client satisfaction.
For example, if a client is hesitant about a certain insurance policy, I would be happy to explo...
I applied via Naukri.com and was interviewed in Dec 2020. There was 1 interview round.
A client portfolio refers to a collection of clients and their associated accounts or investments managed by a relationship manager.
It includes information about the clients' financial goals, risk tolerance, and investment preferences.
The portfolio may consist of various types of accounts such as individual, joint, corporate, or trust accounts.
Relationship managers use the client portfolio to provide personalized finan...
I applied via Campus Placement and was interviewed before Nov 2020. There were 5 interview rounds.
posted on 18 Nov 2022
based on 1 interview
Interview experience
based on 6 reviews
Rating in categories
Senior Executive
215
salaries
| ₹2.5 L/yr - ₹9 L/yr |
Associate
162
salaries
| ₹4 L/yr - ₹13.8 L/yr |
Senior Associate
144
salaries
| ₹12 L/yr - ₹28.1 L/yr |
Assistant Vice President
89
salaries
| ₹8 L/yr - ₹30 L/yr |
Vice President
84
salaries
| ₹13 L/yr - ₹51.1 L/yr |
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