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To create a future vision mission, one must establish long-term goals and objectives that align with the organization's values and purpose.
Define the organization's core values and purpose
Set long-term goals and objectives that align with the values and purpose
Create a strategic plan to achieve the goals and objectives
Communicate the future vision mission to all stakeholders
Regularly review and adjust the mission as ne
I applied via Referral and was interviewed in Jan 2024. There were 2 interview rounds.
Finally they putting questions about the job roles & responsibility
I applied via Walk-in and was interviewed in Aug 2023. There was 1 interview round.
I applied via Referral and was interviewed in May 2022. There were 2 interview rounds.
Sharekhan interview questions for designations
I applied via Newspaper Ad and was interviewed in Feb 2022. There were 2 interview rounds.
Expectations are beliefs or hopes about what will happen or what someone will do.
Expectations can be realistic or unrealistic
Expectations can be communicated or uncommunicated
Expectations can be met or unmet
Expectations can affect relationships positively or negatively
I applied via Campus Placement and was interviewed before Feb 2022. There were 2 interview rounds.
I am an experienced Relationship Manager with a strong track record in building and maintaining client relationships.
I have over 5 years of experience in the banking industry, specifically in relationship management.
I have a proven ability to understand and meet the needs of clients, resulting in increased customer satisfaction and retention.
I am skilled in identifying opportunities for cross-selling and upselling fina...
Equity is ownership in a company, call option is the right to buy a stock at a certain price, put option is the right to sell a stock at a certain price.
Equity represents ownership in a company and can be in the form of stocks or shares.
Call option is a contract that gives the holder the right, but not the obligation, to buy a stock at a certain price within a specified period.
Put option is a contract that gives the ho...
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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 Approached by Company and was interviewed before Aug 2021. There were 3 interview rounds.
General questions relating to mutual funds, simple maths and business module.
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.
based on 6 interviews
1 Interview rounds
based on 100 reviews
Rating in categories
Relationship Manager
305
salaries
| ₹1 L/yr - ₹7 L/yr |
Sales Executive
300
salaries
| ₹1.2 L/yr - ₹4.3 L/yr |
Assistant Manager
128
salaries
| ₹2.4 L/yr - ₹8 L/yr |
Equity Dealer
94
salaries
| ₹1.2 L/yr - ₹5 L/yr |
Investment Specialist
91
salaries
| ₹3 L/yr - ₹10 L/yr |
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