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I was interviewed in Jan 2025.
I worked as a Senior Relationship Manager at a financial institution, where I managed a portfolio of high net-worth clients.
Managed relationships with high net-worth clients to understand their financial goals and provide tailored solutions
Developed and implemented strategies to increase client retention and satisfaction
Collaborated with internal teams to address client needs and resolve any issues
Met or exceeded sales...
Yes, I have knowledge in Credit insurance.
I have experience in analyzing credit risk and assessing the creditworthiness of clients.
I am familiar with different types of credit insurance policies and how they can protect against non-payment.
I have worked with underwriters to secure credit insurance for clients in the past.
I applied via Walk-in and was interviewed in Mar 2023. There were 2 interview rounds.
I applied via Naukri.com and was interviewed in Jun 2022. There were 3 interview rounds.
I applied via Newspaper Ad and was interviewed before Aug 2023. There was 1 interview round.
Planning with us involves creating strategic financial plans tailored to the client's needs and goals.
Collaborating with clients to understand their financial objectives
Analyzing current financial situation and future goals
Developing personalized financial plans
Implementing strategies to help clients achieve their financial goals
Regularly reviewing and adjusting plans based on changing circumstances
PNB MetLife interview questions for designations
I applied via Walk-in and was interviewed in Apr 2022. There were 3 interview rounds.
There was a online exam in which simple mathematics Aptitude test as well english test a student of 6 class even pass the exam
I applied via Referral and was interviewed in Feb 2022. There were 2 interview rounds.
Focus on the benefits of the insurance and explain why it is important to have coverage.
Emphasize the risks of not having insurance
Highlight the benefits of the specific insurance policy
Provide examples of how the insurance has helped others
Address any concerns or objections the manager may have
Offer to provide additional information or resources
Respectfully acknowledge the manager's decision and thank them for their t
I applied via Naukri.com and was interviewed in Jun 2021. There were 3 interview rounds.
I applied via Job Portal and was interviewed before Jul 2021. There were 2 interview rounds.
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2 Interview rounds
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