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Profile handling involves managing and understanding the needs and preferences of high net worth individuals (HNIs) to provide tailored sales solutions.
Understanding the financial goals and risk appetite of HNIs
Developing personalized investment strategies
Providing comprehensive wealth management services
Building and maintaining strong relationships with HNI clients
Offering customized solutions for tax planning and est...
Top trending discussions
I applied via Company Website and was interviewed in May 2019. There was 1 interview round.
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 Approached by company and was interviewed before Feb 2021. There was 1 interview round.
I applied via Walk-in and was interviewed in Jun 2021. There was 1 interview round.
Customers choose us for loans due to our unique offerings compared to other banks and NBFCs.
We offer lower interest rates compared to other banks and NBFCs.
Our loan approval process is faster and more efficient.
We offer flexible repayment options tailored to the customer's needs.
We provide personalized customer service and support throughout the loan process.
We offer additional benefits such as insurance coverage and r...
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.
I applied via Recruitment Consulltant and was interviewed before Nov 2022. There were 5 interview rounds.
Adsignment based on JD
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.
based on 1 interview
Interview experience
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