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I applied via Referral and was interviewed in Dec 2023. There was 1 interview round.
I applied via Campus Placement and was interviewed before Dec 2022. There were 4 interview rounds.
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I applied via Walk-in and was interviewed in May 2019. There were 3 interview rounds.
I appeared for an interview in Jan 2017.
I applied via Naukri.com and was interviewed before Dec 2020. There was 1 interview round.
I applied via Recruitment Consulltant and was interviewed before Mar 2021. There was 1 interview round.
posted on 12 Sep 2021
I applied via Walk-in and was interviewed in Aug 2021. There was 1 interview round.
Sourcing files involves identifying potential clients and gathering necessary documents.
Identify potential clients through referrals, online research, and networking events.
Gather necessary documents such as financial statements, tax returns, and credit reports.
Maintain organized records and follow up with clients regularly.
Utilize technology and software to streamline the sourcing process.
Collaborate with other team m...
I applied via Referral and was interviewed before Jul 2022. There were 3 interview rounds.
posted on 20 Apr 2024
Topic would be given in a group to discuss and see how an individua stand out
MCQ test to see your sttitude
posted on 16 Jun 2024
I applied via Walk-in and was interviewed before Jun 2023. There was 1 interview round.
Explanation of work process
The work process involves understanding the client's needs and goals
Building and maintaining relationships with clients
Providing financial advice and solutions tailored to each client
Regularly reviewing and updating client portfolios
Collaborating with other departments to ensure client satisfaction
based on 2 interviews
Interview experience
based on 73 reviews
Rating in categories
Sales Manager
488
salaries
| ₹3 L/yr - ₹12 L/yr |
Credit Manager
456
salaries
| ₹4 L/yr - ₹13 L/yr |
Manager
327
salaries
| ₹5 L/yr - ₹19 L/yr |
Relationship Manager
310
salaries
| ₹4.5 L/yr - ₹16.3 L/yr |
Collections Manager
298
salaries
| ₹2.5 L/yr - ₹10.8 L/yr |
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