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I applied via LinkedIn and was interviewed in Feb 2024. There was 1 interview round.
I am a dedicated and experienced wealth manager with a passion for helping clients achieve their financial goals.
Over 10 years of experience in wealth management
Specialize in creating customized investment strategies for high net worth individuals
Strong track record of delivering positive returns for clients
Excellent communication and interpersonal skills
Hold relevant certifications such as CFA or CFP
I would generate sales by building relationships, identifying client needs, offering tailored solutions, and following up consistently.
Build strong relationships with clients through regular communication and personalized interactions
Identify client needs and preferences by asking probing questions and actively listening
Offer tailored solutions that address the specific needs and goals of each client
Follow up consisten...
I applied via Campus Placement and was interviewed before May 2023. There was 1 interview round.
NSE and BSE are both stock exchanges in India, with NSE being larger in terms of trade volume and market capitalization.
NSE stands for National Stock Exchange, while BSE stands for Bombay Stock Exchange.
NSE is the largest stock exchange in India in terms of trade volume and market capitalization.
BSE is the oldest stock exchange in Asia, established in 1875.
Both exchanges facilitate trading of stocks, derivatives, and o...
There are 12 stocks in the Bank Nifty index.
Bank Nifty index consists of 12 stocks from the banking sector.
Some of the stocks included in Bank Nifty are HDFC Bank, ICICI Bank, State Bank of India, Axis Bank, etc.
I applied via Campus Placement and was interviewed before May 2022. There were 3 interview rounds.
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posted on 5 Feb 2024
I applied via Naukri.com and was interviewed in Aug 2023. There was 1 interview round.
posted on 6 Aug 2024
I applied via Job Portal and was interviewed in Jul 2024. There was 1 interview round.
I am looking for a candidate with a Bachelor's degree in finance or related field, strong communication skills, and at least 2 years of experience in relationship management.
Bachelor's degree in finance or related field
Strong communication skills
At least 2 years of experience in relationship management
posted on 20 Sep 2024
posted on 2 Jan 2025
I applied via Referral and was interviewed in Jul 2024. There was 1 interview round.
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
I applied via Naukri.com and was interviewed in Mar 2023. There were 2 interview rounds.
posted on 19 May 2023
based on 3 interviews
Interview experience
based on 8 reviews
Rating in categories
Wealth Manager
22
salaries
| ₹3.2 L/yr - ₹8.3 L/yr |
Chief Manager
15
salaries
| ₹9 L/yr - ₹25.4 L/yr |
Senior Manager
14
salaries
| ₹11 L/yr - ₹28 L/yr |
Software Developer
12
salaries
| ₹8 L/yr - ₹15 L/yr |
Manager
12
salaries
| ₹6.1 L/yr - ₹14.1 L/yr |
Edelweiss Private Wealth
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