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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 Walk-in and was interviewed before Jun 2020. There were 3 interview rounds.
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 Feb 2021. 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 Naukri.com and was interviewed in Jun 2020. There were 4 interview rounds.
Using unique ideas about customer satisfaction is important for business success.
Unique ideas can set a business apart from competitors
Personalized experiences can create loyal customers
Examples include surprise gifts, handwritten notes, and customized recommendations
However, it's important to balance unique ideas with practicality and cost-effectiveness
I applied via Naukri.com and was interviewed in Feb 2021. There were 3 interview rounds.
I applied via Walk-in and was interviewed before Feb 2021. There was 1 interview round.
I applied via Recruitment Consulltant and was interviewed before Jan 2022. There were 4 interview rounds.
Aptitude, logical reasoning,sales point of view and based on situations etc.
based on 1 interview experience
Relationship Manager
156
salaries
| ₹2 L/yr - ₹5.1 L/yr |
Manager
31
salaries
| ₹6 L/yr - ₹16.3 L/yr |
Sales Manager
31
salaries
| ₹1.2 L/yr - ₹7.2 L/yr |
Assistant Manager
27
salaries
| ₹3.1 L/yr - ₹7.4 L/yr |
Deputy Manager
20
salaries
| ₹5.5 L/yr - ₹13 L/yr |
Bajaj Finserv
Wells Fargo
JPMorgan Chase & Co.
Motilal Oswal Financial Services