Protium Finance Senior Relationship Manager Interview Questions and Answers

Q1. How would you achieve your goals?
Ans. I will work on Marketing and existing customer's References and as per my experience that always work.
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Q1. Tell me about yourself.
Ans. 
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
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Q2. Work experience
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Leadership creater, good tutore

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Q1. What is full name kyc
Ans. 
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,
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Q2. What is full name amc
Ans. 
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
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Coding test is good for us

Q1. What is salary deduction
Ans. 
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...read more
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Q2. What is name of pf
Ans. 
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)
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Group discussion is good,we play many role

We play good role...as customer Ane wonder staff.

Case study we play role

Q1. Our technical team is good
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Q2. What is technical sheet
Ans. 
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
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Assignment is good for us

Group discussion with costomer and staff

Q1. Wonder HR is very helpful
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Q1. How many years experience you have
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Q2. What’s your current CTV
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Q1. What was the last salary?
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Q1. About stocks and mutual funds
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Q1. Tell me about yourself
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