Filter interviews by
I applied via Referral and was interviewed in Apr 2024. There was 1 interview round.
I am currently responsible for managing a portfolio of high net worth clients and providing them with personalized financial advice.
Developing and maintaining relationships with clients
Analyzing financial data and creating customized investment strategies
Monitoring market trends and providing updates to clients
Collaborating with other departments to meet client needs
I handle customers with empathy, active listening, and personalized solutions.
I prioritize building rapport and trust with customers.
I actively listen to their needs and concerns to provide personalized solutions.
I demonstrate empathy and understanding towards their situation.
I follow up with customers to ensure their satisfaction and address any further needs.
I handle any complaints or issues with professionalism and
I do not have access to my score card from previous bank.
I do not have the score card from my previous bank as it is confidential information.
However, I can assure you that I have a good credit score and a strong financial background.
I am confident that I can meet the requirements of this position and exceed expectations.
posted on 13 Feb 2022
I applied via Campus Placement and was interviewed before Feb 2021. There was 1 interview round.
posted on 10 Apr 2021
Dynamic professional with a strong background in relationship management and sales, eager to drive client satisfaction and business growth.
Over 5 years of experience in relationship management, successfully maintaining and growing client portfolios.
Proven track record in sales, achieving 120% of sales targets in my previous role by building strong client relationships.
Skilled in identifying client needs and providing t...
I applied via Referral and was interviewed in Feb 2021. There was 1 interview round.
posted on 18 Dec 2021
I applied via Naukri.com and was interviewed before Dec 2020. There were 2 interview rounds.
My past portfolio size ranged from $50 million to $100 million.
Managed a diverse portfolio of high net worth clients
Implemented investment strategies to achieve client goals
Collaborated with internal teams to provide exceptional service
Grew portfolio through referrals and networking
Exceeded revenue targets consistently
I applied via Referral and was interviewed in Feb 2021. There was 1 interview round.
I applied via Campus Placement and was interviewed in Nov 2020. There were 3 interview rounds.
posted on 15 Feb 2021
based on 1 interview
Interview experience
based on 10 reviews
Rating in categories
Deputy Manager
1.5k
salaries
| ₹2.7 L/yr - ₹8.9 L/yr |
Assistant Manager
1.3k
salaries
| ₹1.8 L/yr - ₹7 L/yr |
Relationship Manager
1.1k
salaries
| ₹1.7 L/yr - ₹8.5 L/yr |
Senior Manager
798
salaries
| ₹6 L/yr - ₹20 L/yr |
Manager
747
salaries
| ₹4.2 L/yr - ₹12.5 L/yr |
HDFC Bank
ICICI Bank
Axis Bank
Kotak Mahindra Bank