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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...
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By implementing strategic sales tactics, building strong relationships with clients, and continuously seeking new opportunities for growth.
Develop and execute a comprehensive sales strategy to target new markets and customers
Build and maintain strong relationships with existing clients to ensure repeat business
Identify and pursue new business opportunities through networking, cold calling, and attending industry events
...
posted on 19 Dec 2024
I applied via Referral and was interviewed in Nov 2024. There were 2 interview rounds.
Sales and how to interact with clients
posted on 27 Jul 2024
Mutual funds are investment vehicles that pool money from multiple investors to invest in a diversified portfolio of securities.
Mutual funds are managed by professional fund managers who make investment decisions on behalf of the investors.
Investors can buy units of mutual funds, which represent a portion of the holdings of the fund.
Mutual funds offer diversification, liquidity, and professional management to investors...
I applied via Recruitment Consulltant and was interviewed in Aug 2024. There was 1 interview round.
I was interviewed in Jul 2024.
About Sales Experience and how to do sale in company?
Marketing involves identifying, anticipating, and satisfying customer needs profitably.
Understand your target market and customers
Develop a strong brand identity
Utilize various marketing channels such as social media, email, and advertising
Analyze data and adjust strategies accordingly
Build relationships with customers through excellent customer service
Monitor competitors and industry trends
based on 1 interview
Interview experience
Relationship Manager
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Manager
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Sales Manager
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Assistant Manager
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| ₹2.6 L/yr - ₹7.2 L/yr |
Area Manager
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| ₹3.2 L/yr - ₹17.6 L/yr |
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