Client Relationship Executive

Client Relationship Executive Interview Questions and Answers

Updated 6 Feb 2025

Q1. What is mutual fund , Sip, Pms, what is your roles according to jd shared

Ans.

Mutual funds are investment vehicles that pool money from multiple investors to invest in securities. SIP is a systematic investment plan where investors regularly invest a fixed amount. PMS is a portfolio management service where a professional manages the portfolio on behalf of the investor.

Mutual funds pool money from multiple investors to invest in securities
SIP is a systematic investment plan where investors regularly invest a fixed amount
PMS is a portfolio management se...read more

Q2. What is technical analysis and what is fundamental analysis, what is right issue, what is buyback

Ans.

Technical analysis involves analyzing historical price and volume data to predict future price movements. Fundamental analysis involves evaluating a company's financial health and performance. Right issue is when a company offers existing shareholders the right to buy additional shares at a discounted price. Buyback is when a company repurchases its own shares from the market.

Technical analysis uses charts and indicators to identify patterns and trends in price movements.
Fund...read more

Q3. What will be your suitable timings

Ans.

I am available to work flexible timings based on the needs of the clients and the company.

I am willing to work early mornings or late evenings if required.
I can adjust my schedule to accommodate meetings with clients in different time zones.
I am open to discussing and finalizing suitable timings with my manager to ensure smooth client interactions.

Q4. Any knowledge on emails, calls or chat?

Ans.

Yes, I have experience with emails, calls, and chat in client relations.

Proficient in managing client communication through emails, calls, and chat platforms
Skilled in responding promptly and professionally to client inquiries and concerns
Experience in using CRM systems to track and follow up on client interactions

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Q5. what is use of inner join

Ans.

Inner join is used to combine rows from two or more tables based on a related column between them.

Inner join returns rows when there is at least one match in both tables based on the join condition
It excludes rows that do not have a match in both tables
Commonly used in SQL queries to retrieve data from multiple tables based on a related column

Q6. How do you handle clients?

Ans.

I handle clients by building strong relationships, actively listening to their needs, and providing excellent customer service.

I prioritize communication and responsiveness to ensure clients feel valued and supported.
I strive to understand their unique goals and challenges to tailor solutions that meet their specific needs.
I regularly check in with clients to gather feedback and address any concerns promptly.
I go above and beyond to exceed client expectations and foster long-...read more

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Q7. What's is debit and credit

Ans.

Debit and credit are terms used in accounting to record financial transactions.

Debit is an entry on the left side of an account, representing an increase in assets or a decrease in liabilities or equity.
Credit is an entry on the right side of an account, representing a decrease in assets or an increase in liabilities or equity.
Debits must equal credits in every transaction to maintain the accounting equation.
For example, when a company receives cash, it debits the cash accoun...read more