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Sharekhan
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I applied via Job Portal and was interviewed before Apr 2022. There was 1 interview round.
A financial plan involves setting financial goals, creating a budget, and investing wisely.
Identify short-term and long-term financial goals
Create a budget to track income and expenses
Develop a savings plan to achieve goals
Invest in a diversified portfolio based on risk tolerance and goals
Regularly review and adjust the plan as needed
I have extensive experience with mutual funds.
Managed mutual fund portfolios for clients
Analyzed mutual fund performance and made recommendations
Implemented mutual fund investment strategies
Stayed up-to-date on industry trends and regulations
Worked with various types of mutual funds, including equity, fixed income, and balanced funds
I applied via Company Website and was interviewed in Feb 2018. There were 3 interview rounds.
Axis Securities Ltd. is a subsidiary of Axis Bank, offering a wide range of financial services including stockbroking, investment advisory, and wealth management.
Axis Securities Ltd. is a leading stockbroking firm in India.
It is a subsidiary of Axis Bank, one of the largest private sector banks in India.
The company provides services like equity trading, derivatives trading, mutual funds, IPOs, and more.
Axis Securities ...
I applied via Company Website and was interviewed before Sep 2020. There were 5 interview rounds.
I applied via Referral and was interviewed before Jul 2022. There were 3 interview rounds.
posted on 23 Aug 2023
I applied via Naukri.com and was interviewed in Jul 2023. There were 3 interview rounds.
posted on 12 Apr 2024
I applied via Walk-in and was interviewed in May 2024. There were 2 interview rounds.
I applied via Referral and was interviewed in Apr 2022. There were 2 interview rounds.
Hyderabad is a bustling city in southern India known for its rich history, delicious cuisine, and vibrant culture.
Hyderabad is the capital of the Indian state of Telangana.
It is home to many historical landmarks such as the Charminar and Golconda Fort.
The city is famous for its biryani, a spicy rice dish with meat or vegetables.
Hyderabad is also known for its IT industry, with many major companies having offices there.
...
Yes, I have a good understanding of sales and its principles.
I have experience in sales and have consistently met or exceeded targets.
I understand the importance of building relationships with clients and identifying their needs.
I am familiar with various sales techniques such as consultative selling and solution selling.
I am comfortable with using CRM software to manage leads and track sales performance.
I am always lo...
I applied via Walk-in and was interviewed in Dec 2019. There were 3 interview rounds.
I appeared for an interview in Jun 2021.
based on 1 interview
Interview experience
based on 16 reviews
Rating in categories
Relationship Manager
304
salaries
| ₹1 L/yr - ₹6.5 L/yr |
Sales Executive
298
salaries
| ₹1.2 L/yr - ₹4.3 L/yr |
Assistant Manager
123
salaries
| ₹2.4 L/yr - ₹8.1 L/yr |
Investment Specialist
105
salaries
| ₹3.5 L/yr - ₹12.5 L/yr |
Equity Dealer
92
salaries
| ₹1.2 L/yr - ₹5 L/yr |
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