Motilal Oswal Financial Services Executive Relationship Manager Interview Questions and Answers

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

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

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

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