Premia Relationship Manager Interview Questions and Answers

The book size and amount that can be brought here depend on the specific policies and guidelines of the Premia Relationship Manager.

• The book size refers to the maximum number of pages or content allowed in a single book or document.

• The amount that can be brought here may refer to the maximum budget or financial limit for transactions or investments.

• Specific details on book size and amount limits should be provided by the Premia Relationship Manager during the onboarding proce...read more

The maximum ticket size of life insurance sold varies depending on the individual's financial situation and insurance needs.

• The maximum ticket size of life insurance sold can range from a few thousand dollars to millions of dollars.

• It is typically determined by factors such as the individual's income, assets, liabilities, and insurance goals.

• For example, a high net worth individual may purchase a life insurance policy with a ticket size in the millions to protect their estate...read more

The maximum amount of casa and fs done refers to the highest value of current account and savings account transactions completed.

• The maximum amount of casa and fs done can vary depending on the size and activity of the bank or financial institution.

• For example, a large bank may have millions of dollars in casa and fs transactions daily, while a smaller credit union may have much lower amounts.

• Tracking the maximum amount of casa and fs done can help assess the financial health...read more