Sharekhan Relationship Executive Interview Questions and Answers

KYC documents are required to verify the identity of the customer.

• KYC stands for Know Your Customer.

• Documents required for KYC include government-issued ID proof, address proof, and PAN card.

• KYC is mandatory for opening bank accounts, investing in mutual funds, and other financial transactions.

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.

• ...read more

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...read more

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...read more