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I applied via Walk-in and was interviewed in Feb 2021. There was 1 interview round.
Listen actively, empathize, apologize, offer a solution, and follow up.
Remain calm and professional
Listen actively and let the customer vent
Empathize with the customer's situation
Apologize for the inconvenience caused
Offer a solution or alternatives to resolve the issue
Follow up with the customer to ensure their satisfaction
Document the interaction for future reference
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
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...
posted on 1 Aug 2021
I applied via Naukri.com and was interviewed before Aug 2020. There was 1 interview round.
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...
I applied via Campus Placement and was interviewed before Sep 2019. There was 1 interview round.
posted on 30 Jun 2020
posted on 26 Apr 2022
I applied via Indeed and was interviewed before Apr 2021. There were 3 interview rounds.
posted on 25 Aug 2020
I applied via Referral and was interviewed in Jul 2020. There were 3 interview rounds.
I applied via Campus Placement and was interviewed in Dec 2020. There were 4 interview rounds.
based on 7 reviews
Rating in categories
Relationship Manager
265
salaries
| ₹1.8 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
68
salaries
| ₹3 L/yr - ₹6.1 L/yr |
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