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I applied via Referral and was interviewed in Sep 2023. There were 2 interview rounds.
My targets will be to acquire new clients, increase revenue from existing clients, and maintain strong relationships with all clients.
Acquire new clients through networking and referrals
Increase revenue from existing clients by cross-selling and upselling
Maintain strong relationships with all clients through regular communication and excellent customer service
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I applied via Naukri.com and was interviewed in Sep 2024. There were 3 interview rounds.
I have 5 years of experience working as a Relationship Manager in the banking industry.
Managed a portfolio of high net-worth clients
Developed and maintained relationships with clients to understand their financial needs
Provided personalized financial solutions and advice to clients
Collaborated with internal teams to ensure client satisfaction
Achieved sales targets and contributed to the overall growth of the business
Normal question about my last company
About my sales activity
posted on 6 Aug 2024
I applied via Job Portal and was interviewed in Jul 2024. There was 1 interview round.
I am looking for a candidate with a Bachelor's degree in finance or related field, strong communication skills, and at least 2 years of experience in relationship management.
Bachelor's degree in finance or related field
Strong communication skills
At least 2 years of experience in relationship management
I have a strong background in finance and customer relationship management, with experience in managing high net worth clients.
Bachelor's degree in Finance from XYZ University
5+ years of experience in financial services industry
Managed portfolio of high net worth clients, increasing assets under management by 20%
Strong track record of building and maintaining client relationships
I am Kamana Dutta. Presently working pnb metlife Banca. Kolkata, paikpara pnb bank .
Mutual funds are investment vehicles that pool money from multiple investors to invest in a diversified portfolio of stocks, bonds, or other securities.
Mutual funds are managed by professional fund managers who make investment decisions on behalf of the investors.
Investors can buy shares of mutual funds, which represent a portion of the holdings in the fund.
Mutual funds offer diversification, liquidity, and professiona...
posted on 13 Dec 2023
Work as per company requirements
I applied via Naukri.com and was interviewed in Mar 2023. There were 2 interview rounds.
Interview experience
HSBC Group
Cholamandalam Investment & Finance
SBI Cards & Payment Services
BNY