Filter interviews by
I applied via Referral and was interviewed before Jul 2023. There was 1 interview round.
Top trending discussions
I applied via Naukri.com and was interviewed in Dec 2020. There was 1 interview round.
A client portfolio refers to a collection of clients and their associated accounts or investments managed by a relationship manager.
It includes information about the clients' financial goals, risk tolerance, and investment preferences.
The portfolio may consist of various types of accounts such as individual, joint, corporate, or trust accounts.
Relationship managers use the client portfolio to provide personalized finan...
posted on 26 Apr 2022
I applied via Indeed and was interviewed before Apr 2021. There were 3 interview rounds.
posted on 4 Feb 2022
I applied via Campus Placement and was interviewed before Feb 2021. There was 1 interview round.
I applied via Campus Placement and was interviewed before Nov 2019. There were 4 interview rounds.
Yes, I am flexible with targets and insurance.
I understand that targets and insurance policies can vary depending on the client's needs and preferences.
I am willing to work with clients to find the best solutions for their specific situation.
I am open to adjusting targets and policies as needed to ensure client satisfaction.
For example, if a client is hesitant about a certain insurance policy, I would be happy to explo...
I applied via Campus Placement and was interviewed in Dec 2020. There were 4 interview rounds.
I applied via Naukri.com and was interviewed before Mar 2021. There were 3 interview rounds.
Indian economy
posted on 25 Aug 2020
I applied via Referral and was interviewed in Jul 2020. There were 3 interview rounds.
Experienced Relationship Manager with a background in finance and a passion for helping clients achieve their financial goals.
Over 5 years of experience in financial services industry
Strong communication and interpersonal skills
Proven track record of building and maintaining client relationships
Expertise in financial planning and investment strategies
Ability to analyze market trends and provide tailored solutions
posted on 1 Aug 2021
I applied via Naukri.com and was interviewed before Aug 2020. There was 1 interview round.
based on 1 interview
Interview experience
based on 1 review
Rating in categories
Relationship Manager
193
salaries
| ₹1.2 L/yr - ₹5.5 L/yr |
Deputy Manager
138
salaries
| ₹2.2 L/yr - ₹8 L/yr |
Equity Dealer
75
salaries
| ₹1.5 L/yr - ₹4.5 L/yr |
Executive
72
salaries
| ₹1.8 L/yr - ₹3.7 L/yr |
Senior Relationship Manager
67
salaries
| ₹3 L/yr - ₹6.1 L/yr |
Bajaj Finserv
Wells Fargo
JPMorgan Chase & Co.
Motilal Oswal Financial Services