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I applied via Naukri.com and was interviewed in Dec 2021. There was 1 interview round.
I am an experienced relationship manager with a strong background in customer service and sales.
I have worked in the banking industry for over 5 years, managing client relationships and providing financial advice.
I have a proven track record of exceeding sales targets and building long-term partnerships with clients.
I am skilled in identifying customer needs, resolving issues, and delivering exceptional service.
I have ...
Direct plan and regular plan are two types of mutual fund investment plans.
Direct plan is bought directly from the mutual fund company without any intermediary involvement.
Regular plan is bought through a distributor or broker who charges a commission for their services.
Direct plan has lower expense ratio compared to regular plan.
Regular plan is suitable for investors who need guidance and advice from a financial advis...
Open ended and close ended schemes are types of mutual funds based on their investment period.
Open ended schemes do not have a fixed maturity period and allow investors to buy and sell units at any time.
Close ended schemes have a fixed maturity period and investors can only buy units during the initial offer period.
Open ended schemes are more liquid and flexible, while close ended schemes have a defined investment peri...
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posted on 25 Aug 2020
I applied via Referral and was interviewed in Jul 2020. There were 3 interview rounds.
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 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 26 Apr 2022
I applied via Indeed and was interviewed before Apr 2021. There were 3 interview rounds.
I applied via Recruitment Consultant and was interviewed in Aug 2021. There was 1 interview round.
I'll manage a client amount by understanding their needs and goals, providing personalized solutions, and maintaining regular communication.
Conduct a thorough needs analysis to understand the client's financial situation and goals
Provide personalized solutions that align with the client's needs and goals
Maintain regular communication to ensure client satisfaction and address any concerns
Monitor the client's portfolio a...
posted on 1 Aug 2021
I applied via Naukri.com and was interviewed before Aug 2020. There was 1 interview round.
based on 84 reviews
Rating in categories
Hyderabad / Secunderabad,
Mysuru / Mysore
+11-5 Yrs
₹ 3-6.5 LPA
Surat,
Vadodara
2-7 Yrs
₹ 2.75-6 LPA
Relationship Manager
192
salaries
| ₹1.2 L/yr - ₹5.5 L/yr |
Deputy Manager
140
salaries
| ₹3 L/yr - ₹7.3 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
69
salaries
| ₹3 L/yr - ₹6.1 L/yr |
Bajaj Finserv
Wells Fargo
JPMorgan Chase & Co.
Motilal Oswal Financial Services