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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.
I applied via Recruitment Consulltant and was interviewed in Aug 2021. There were 2 interview rounds.
I applied via Campus Placement and was interviewed in Dec 2020. There were 4 interview rounds.
posted on 30 May 2021
I applied via Referral and was interviewed in Aug 2021. There was 1 interview round.
I applied via Recruitment Consultant and was interviewed before Sep 2020. There were 3 interview rounds.
Highlight the benefits of investing in stocks and mutual funds over FDs for senior citizens.
Explain how inflation can erode the value of their savings in FDs over time
Emphasize the potential for higher returns in the long run with stocks and mutual funds
Highlight the tax benefits of investing in equity-linked savings schemes (ELSS)
Assure them that investing in stocks and mutual funds can be done safely with proper rese...
For long-term investment in mutual funds, recommended funds are diversified equity funds and balanced funds. To get regular payouts from growth funds, one can opt for systematic withdrawal plans (SWP).
Recommended funds for long-term investment: diversified equity funds and balanced funds
Diversified equity funds provide exposure to a wide range of stocks, offering potential for higher returns
Balanced funds invest in a m...
Mutual Funds in India have captured around 14% of the total assets under management in the financial market.
Mutual Funds in India have grown significantly in the past decade.
As of March 2021, the total assets under management (AUM) of the mutual fund industry in India stood at INR 32.17 trillion (USD 430 billion).
This is around 14% of the total assets under management in the financial market.
The market capture of mutua...
posted on 12 Oct 2020
I applied via Naukri.com and was interviewed in Sep 2020. There were 4 interview rounds.
NEFT and RTGS are electronic funds transfer systems used in banking.
NEFT stands for National Electronic Funds Transfer and RTGS stands for Real Time Gross Settlement.
NEFT is used for transferring funds up to a certain limit, typically with a time delay, while RTGS allows for immediate and real-time transfer of large amounts.
NEFT operates in hourly batches, while RTGS operates continuously throughout the working hours o...
based on 1 interview
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