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I applied via Walk-in and was interviewed before Apr 2020. There were 4 interview rounds.
I am a highly motivated and results-oriented individual with a strong background in sales support.
Experienced in providing administrative and operational support to sales teams
Proficient in CRM software and data analysis
Excellent communication and problem-solving skills
Ability to multitask and prioritize tasks effectively
Proven track record of meeting sales targets and exceeding customer expectations
To sell MF products, one must understand the customer's financial goals and risk appetite.
Understand the customer's financial goals and risk appetite
Explain the benefits of investing in MF products
Provide information on past performance and potential returns
Offer personalized investment plans based on customer needs
Provide excellent customer service and follow-up
Stay up-to-date on market trends and changes in regulatio
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posted on 13 Feb 2023
I applied via Referral and was interviewed before Feb 2022. There was 1 interview round.
I applied via Referral and was interviewed in May 2021. There was 1 interview round.
I applied via Company Website and was interviewed before Jan 2021. There were 2 interview rounds.
I applied via Naukri.com and was interviewed in Jul 2020. There was 1 interview round.
I applied via Other
To deal with clients and convince them, it is important to build rapport, understand their needs, provide solutions, and showcase value.
Build rapport by actively listening and showing genuine interest in their concerns.
Understand their needs by asking open-ended questions and conducting thorough research.
Provide solutions that align with their goals and address their pain points.
Showcase value by highlighting the uniqu...
Banking life in a relationship involves managing finances, joint accounts, and financial planning together.
Banking life in a relationship includes opening joint accounts to manage shared expenses.
Couples often make financial decisions together, such as applying for loans or mortgages.
Financial planning becomes a collaborative effort, with discussions on saving, investing, and budgeting.
Trust and transparency are crucia...
Banking work nowleg refers to the current knowledge and practices in the banking industry.
It includes understanding of financial products and services offered by banks
Knowledge of regulatory compliance and risk management
Skills in customer service and sales
Ability to use technology and data analytics for decision making
Examples include mobile banking, online account opening, and personalized financial advice
I applied via LinkedIn and was interviewed in Dec 2020. There was 1 interview round.
CASA stands for Current Account and Savings Account. It refers to the deposits made by customers in a bank.
CASA is a type of bank account where customers can deposit their money.
It includes both current accounts and savings accounts.
CASA deposits are considered to be low-cost funds for banks.
Banks offer higher interest rates on savings accounts to attract more customers.
CASA ratio is an important metric for banks to me...
New bank policies aim to improve customer experience and security.
Banks are implementing more advanced security measures to protect customer data
Digital banking is becoming more prevalent, with banks offering more online and mobile services
Some banks are offering incentives for customers to switch to paperless statements and online banking
There is a focus on improving customer service and reducing wait times in branche...
Assistant Manager
73
salaries
| ₹3.5 L/yr - ₹7.8 L/yr |
Deputy Manager
37
salaries
| ₹4.3 L/yr - ₹9 L/yr |
Relationship Manager
21
salaries
| ₹2.5 L/yr - ₹6 L/yr |
Manager
15
salaries
| ₹7.6 L/yr - ₹18 L/yr |
Senior Manager
9
salaries
| ₹11.5 L/yr - ₹20.1 L/yr |
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HDFC Bank
ICICI Bank
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