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The number of clients and AUM that can be moved depends on various factors such as client relationships, regulatory requirements, and operational capacity.
The number of clients that can be moved depends on the strength of the client relationships and their willingness to follow the advisor to a new firm.
Regulatory requirements may limit the number of clients that can be moved, such as restrictions on solicitation or no...
To achieve the target and results, I would bring new ideas, strategies, and approaches to the table.
Introduce innovative marketing campaigns to reach a wider audience
Implement data-driven decision-making processes to optimize performance
Establish strategic partnerships to expand market reach
Develop and execute a comprehensive customer retention program
Leverage emerging technologies to enhance productivity and efficienc
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I applied via Company Website and was interviewed in May 2019. There was 1 interview round.
I applied via Approached by Company and was interviewed before Aug 2021. There were 3 interview rounds.
General questions relating to mutual funds, simple maths and business module.
I applied via Walk-in and was interviewed before Feb 2021. There was 1 interview round.
posted on 21 Feb 2022
I applied via Referral and was interviewed before Feb 2021. There was 1 interview round.
Collecting payments from individual customers involves various methods and strategies.
Offer multiple payment options such as credit/debit cards, online payments, and cash
Send timely reminders and follow-up emails/calls to customers with outstanding payments
Implement a clear and concise payment policy to avoid confusion and disputes
Consider offering discounts or incentives for early payments or bulk purchases
Utilize a r...
I applied via Walk-in and was interviewed before Jun 2020. There were 3 interview rounds.
I applied via Naukri.com and was interviewed in Feb 2021. There were 3 interview rounds.
I applied via Recruitment Consulltant and was interviewed before Oct 2022. There were 2 interview rounds.
I applied via Direct and was interviewed in Apr 2024. There were 2 interview rounds.
based on 1 interview
Interview experience
Relationship Manager
152
salaries
| ₹2 L/yr - ₹5.5 L/yr |
Manager
32
salaries
| ₹5 L/yr - ₹20.9 L/yr |
Sales Manager
29
salaries
| ₹1.2 L/yr - ₹7.2 L/yr |
Assistant Manager
28
salaries
| ₹2.6 L/yr - ₹7.2 L/yr |
Area Manager
21
salaries
| ₹3.2 L/yr - ₹17.6 L/yr |
Bajaj Finserv
Wells Fargo
JPMorgan Chase & Co.
Motilal Oswal Financial Services