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I applied via Indeed and was interviewed in Jan 2024. There was 1 interview round.
Top trending discussions
posted on 25 Aug 2020
I applied via Referral and was interviewed in Jul 2020. There were 3 interview rounds.
I applied via Approached by Company and was interviewed before Aug 2021. There were 3 interview rounds.
General questions relating to mutual funds, simple maths and business module.
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...
posted on 4 Feb 2022
I applied via Campus Placement and was interviewed before Feb 2021. There was 1 interview round.
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 Campus Placement and was interviewed in Dec 2020. There were 4 interview rounds.
I applied via Campus Placement and was interviewed before Jan 2021. There were 3 interview rounds.
Yes, I have experience in trading and hold a certification in stock market analysis.
I have been actively trading for the past 3 years and have gained valuable experience in analyzing market trends and making informed investment decisions.
I hold a certification in stock market analysis from XYZ institute, which has equipped me with the necessary skills to understand market dynamics and make profitable trades.
I have also...
I applied via Naukri.com and was interviewed before Mar 2021. There were 3 interview rounds.
Indian economy
posted on 26 Apr 2022
I applied via Indeed and was interviewed before Apr 2021. There were 3 interview rounds.
based on 2 interviews
Interview experience
based on 17 reviews
Rating in categories
Assistant Manager
81
salaries
| ₹2.7 L/yr - ₹8.9 L/yr |
Relationship Manager
75
salaries
| ₹1.7 L/yr - ₹4.5 L/yr |
Senior Executive
49
salaries
| ₹2 L/yr - ₹7 L/yr |
Equity Advisor
34
salaries
| ₹1 L/yr - ₹5 L/yr |
Manager
32
salaries
| ₹4.2 L/yr - ₹15 L/yr |
Bajaj Finserv
Wells Fargo
JPMorgan Chase & Co.
Motilal Oswal Financial Services