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Protium Finance
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I applied via Referral and was interviewed in Sep 2024. There was 1 interview round.
I generate business through networking, referrals, cold calling, and attending industry events.
Networking with industry professionals
Asking for referrals from satisfied clients
Cold calling potential leads
Attending industry events and conferences
Utilizing social media and online platforms for lead generation
Over 10 years of experience in the financial services industry
Worked in various roles such as Relationship Manager, Financial Advisor, and Investment Analyst
Managed a portfolio of high net-worth clients, exceeding sales targets by 20% annually
Developed and implemented successful client retention strategies
Extensive knowledge of financial products and services
I applied via Walk-in and was interviewed before May 2023. There was 1 interview round.
I applied via Referral and was interviewed before Oct 2022. There were 2 interview rounds.
Yes, I am willing to travel extensively based on the needs of the role.
I am open to traveling as much as required for the job.
I have previous experience with extensive travel for work.
I understand the importance of face-to-face meetings with clients and am willing to travel to maintain relationships.
I am flexible and adaptable to different travel distances and durations.
Top trending discussions
posted on 20 Dec 2024
I applied via Job Fair and was interviewed in Jun 2024. There were 12 interview rounds.
Leadership creater, good tutore
Very good tutore...learn very well
KYC stands for Know Your Customer, a process used by financial institutions to verify the identity of their clients.
KYC is a regulatory requirement to prevent money laundering and fraud.
It involves collecting personal information such as name, address, and identification documents.
KYC also includes verifying the source of funds and assessing the risk associated with a client.
Examples of KYC documents include passport,
AMC stands for Asset Management Company, which is a company that invests pooled funds from clients into securities.
AMC stands for Asset Management Company
AMCs manage pooled funds from clients
AMCs invest these funds into securities for clients
Examples: BlackRock, Vanguard, Fidelity
Coding test is good for us
Salary deduction is the amount of money taken out of an employee's paycheck for various reasons such as taxes, benefits, or loan repayments.
Salary deduction is a common practice in payroll where a portion of an employee's salary is withheld for various purposes.
Examples of salary deductions include income tax, social security contributions, health insurance premiums, retirement savings, and loan repayments.
Employers ar...
The name of PF refers to the Provident Fund, a retirement savings scheme in India.
PF stands for Provident Fund
It is a retirement savings scheme in India
Employers and employees contribute to the fund
The fund is managed by the Employees' Provident Fund Organisation (EPFO)
Group discussion is good,we play many role
We play good role...as customer Ane wonder staff.
Case study we play role
A technical sheet is a document that provides detailed information about a product or service.
Contains specifications, features, and technical details of the product or service
May include diagrams, charts, or graphs to illustrate information
Used by sales teams, engineers, and customers to understand the product better
Assignment is good for us
Group discussion with costomer and staff
posted on 21 Dec 2024
I applied via Walk-in and was interviewed in Nov 2024. There was 1 interview round.
posted on 14 Mar 2024
posted on 20 Dec 2024
I applied via Referral and was interviewed before Dec 2023. There was 1 interview round.
Experienced Senior Relationship Manager with a proven track record of building and maintaining strong client relationships.
Over 10 years of experience in the financial services industry
Successfully managed a portfolio of high net worth clients, exceeding sales targets by 20%
Skilled in identifying client needs and providing tailored financial solutions
Strong communication and negotiation skills
Proficient in CRM software
posted on 20 Dec 2024
I applied via Walk-in and was interviewed before Dec 2023. There was 1 interview round.
posted on 11 Jul 2023
I applied via Recruitment Consulltant and was interviewed before Jul 2022. There were 3 interview rounds.
Balance Advantage Fund is a type of mutual fund that dynamically manages the allocation between equity and debt instruments.
It aims to provide investors with the benefits of both equity and debt investments.
The fund manager adjusts the allocation based on market conditions to optimize returns.
Investors looking for a balanced approach to investing may consider Balance Advantage Funds.
Our recent NFOs include XYZ Fund and ABC Fund launched in the last quarter.
XYZ Fund was a thematic fund focusing on technology sector.
ABC Fund was a diversified equity fund with a focus on mid-cap companies.
Both NFOs received positive response from investors and performed well in the market.
Economic macros refer to key economic indicators such as GDP (Gross Domestic Product), PMI (Purchasing Managers' Index), and inflation that provide insights into the overall health of an economy.
GDP (Gross Domestic Product) measures the total value of all goods and services produced within a country's borders in a specific period.
PMI (Purchasing Managers' Index) is a leading indicator of economic health that surveys pu...
Investing in SIP of ICICI Mutual Funds offers the benefit of rupee cost averaging and compounding returns.
Rupee cost averaging helps in reducing the impact of market volatility by investing a fixed amount regularly.
Compounding returns allow investors to earn returns not only on their initial investment but also on the returns generated over time.
ICICI Mutual Funds have a track record of delivering consistent returns ov
It's a normal test. No negative marking
based on 21 reviews
Rating in categories
Credit Manager
96
salaries
| ₹2.8 L/yr - ₹11 L/yr |
Sales Manager
89
salaries
| ₹3.5 L/yr - ₹10 L/yr |
Relationship Manager
85
salaries
| ₹1.5 L/yr - ₹4.2 L/yr |
Senior Relationship Manager
66
salaries
| ₹2.2 L/yr - ₹3.9 L/yr |
Credit Processing Associate
62
salaries
| ₹2 L/yr - ₹4.3 L/yr |
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