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I used to do insurance for about 5 years before transitioning to this role as a Relationship Manager.
I have experience in selling life, health, and property insurance policies.
I have worked with various insurance companies such as XYZ Insurance and ABC Insurance.
I have a good understanding of the insurance market and the different types of policies available.
I have also dealt with claims processing and customer service...
I can source an average of 10-15 new accounts every month.
I have a strong network and can leverage my connections to bring in new business.
I am skilled in identifying potential clients and pitching our services to them.
I regularly attend networking events and conferences to expand my reach.
I am comfortable with cold-calling and reaching out to prospects via email or social media.
I track my progress and adjust my strate
Seeking new challenges and growth opportunities.
Desire for career advancement
Seeking new challenges
Opportunity for professional growth
Company restructuring or downsizing
Relocation to a new area
I am a dedicated and empathetic Relationship Manager with a passion for helping clients achieve their financial goals.
I have a strong background in finance and customer service.
I excel at building and maintaining relationships with clients.
I am skilled at analyzing financial data and providing tailored solutions to meet clients' needs.
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I was interviewed in Jan 2025.
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I applied via Company Website and was interviewed in Jan 2024. There was 1 interview round.
A qualification for a Relationship Manager typically includes a bachelor's degree in business, finance, or a related field, along with relevant work experience.
Bachelor's degree in business, finance, or related field
Relevant work experience in customer service, sales, or finance
Strong communication and interpersonal skills
Knowledge of financial products and services
Certifications such as Certified Financial Planner (CF...
I applied via Naukri.com and was interviewed in Jan 2024. There was 1 interview round.
I applied via Naukri.com and was interviewed in Aug 2023. There were 3 interview rounds.
I applied via Recruitment Consulltant and was interviewed in Sep 2022. There were 2 interview rounds.
I applied via Company Website and was interviewed before Apr 2022. There were 3 interview rounds.
I applied via Walk-in and was interviewed before Sep 2022. There were 2 interview rounds.
The duration of Yes Bank Relationship Manager interview process can vary, but typically it takes about less than 2 weeks to complete.
based on 22 interviews
2 Interview rounds
based on 270 reviews
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