Nuvama Wealth Management Relationship Manager Interview Questions and Answers

Q1. Tell me about Yourself
Ans. 
Experienced Relationship Manager with a proven track record of building strong client relationships and driving business growth.
• Over 5 years of experience in relationship management

• Successfully increased client retention rates by 20%

• Implemented strategies to upsell products and services to existing clients

• Strong communication and negotiation skills

• Proficient in CRM software and data analysis
Answered by AI
Add your answer

Q1. About company and background
Add your answer

Q1. Sales background
Add your answer
Q2. Field sales included
Add your answer

Q1. How would you decide asset allocation basis their profiling data?
Ans. 
Asset allocation is based on profiling data by considering risk tolerance, investment goals, and time horizon.
• Assess the client's risk tolerance through a questionnaire or discussion

• Determine the client's investment goals and time horizon

• Allocate assets based on the client's risk tolerance, investment goals, and time horizon

• Rebalance the portfolio periodically to maintain the desired asset allocation

• Example: A client w...read more
Answered by AI
Add your answer
Q2. Which stocks would you recommend from Banking sector and Why?
Ans. 
I would recommend stocks of HDFC Bank and ICICI Bank as they have a strong financial position and good growth potential.
• HDFC Bank and ICICI Bank are two of the largest private sector banks in India.

• Both banks have a strong financial position and have consistently delivered good financial results.

• They have a diversified loan portfolio and a strong presence in retail banking.

• Both banks have a good track record of managin...read more
Answered by AI
Add your answer

It consist of quant, eng. and reasoning.
Simple question asked.

Q1. Tell me about your qualification and family background. Question regarding from your field.
Add your answer
Q2. Why do you want to join this company??
Add your answer