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I have 5 years of experience in capital markets, including managing investment portfolios and analyzing market trends.
Managed investment portfolios for high net worth clients
Analyzed market trends and provided investment recommendations
Executed trades in equities, fixed income securities, and derivatives
Developed financial models to assess risk and return profiles of investment opportunities
The central focus of the stock market is to facilitate the buying and selling of securities, while a favorable market condition for high net worth clients includes stability, growth opportunities, and low risk.
Facilitating the buying and selling of securities
Providing liquidity for investors
Offering opportunities for capital growth
Managing risk through diversification
Ensuring transparency and fair trading practices
Mark...
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posted on 30 Jan 2025
I was interviewed in Dec 2024.
posted on 20 Apr 2023
I applied via Walk-in and was interviewed before Apr 2022. There were 2 interview rounds.
Company policy norms refer to the rules and guidelines set by the company for employees to follow.
Company policy norms cover areas such as dress code, attendance, code of conduct, and use of company resources.
Employees are expected to adhere to these norms to maintain a professional work environment.
Examples of company policy norms may include restrictions on social media use during work hours, guidelines for interacti...
I applied via Referral
I applied via Recruitment Consulltant and was interviewed in Oct 2022. There were 3 interview rounds.
Equity market outlook is positive due to economic recovery. Mutual funds are taxed based on holding period and type of fund.
Equity market outlook is positive due to the global economic recovery and low interest rates.
Mutual funds are taxed based on the holding period and type of fund.
Short-term capital gains tax is applicable if the holding period is less than 1 year.
Long-term capital gains tax is applicable if the hol...
I applied via Naukri.com and was interviewed before Nov 2022. There were 3 interview rounds.
Identifying growth areas and developing strategies to capitalize on them is crucial for success as a Relationship Manager.
Conduct market research to identify potential growth areas
Analyze customer feedback and trends to pinpoint areas for improvement
Develop personalized strategies for each client based on their unique needs and goals
Collaborate with cross-functional teams to implement growth initiatives
Regularly review...
posted on 28 Oct 2022
The skill suitable for a Relationship Manager is excellent communication and interpersonal skills.
Ability to build and maintain relationships with clients
Active listening and problem-solving skills
Negotiation and conflict resolution skills
Ability to work under pressure and meet targets
Knowledge of financial products and services
Strong organizational and time management skills
I applied via Referral and was interviewed before Sep 2021. There were 3 interview rounds.
posted on 30 Oct 2024
I was interviewed in Sep 2024.
posted on 9 Jul 2021
I applied via Walk-in and was interviewed in Jun 2021. There was 1 interview round.
Interview experience
based on 2 reviews
Rating in categories
Executive
6
salaries
| ₹2 L/yr - ₹3.2 L/yr |
Relationship Manager
5
salaries
| ₹1.8 L/yr - ₹2.8 L/yr |
Assistant Manager
4
salaries
| ₹2.9 L/yr - ₹3.1 L/yr |
Senior Executive
4
salaries
| ₹2.4 L/yr - ₹3.1 L/yr |
Senior Relationship Manager
4
salaries
| ₹1.2 L/yr - ₹3.8 L/yr |
Kotak Securities
ICICI Securities
HDFC Securities
Axis Direct