Select Relationship Manager Interview Questions and Answers

I have sold a significant amount of life insurance, mutual funds, and CASA.

• I have consistently met and exceeded my sales targets for these products.

• In the past year, I have sold over 50 life insurance policies, 100 mutual fund investments, and opened 200 new CASA accounts.

• I have a strong understanding of the benefits and features of these products and can effectively communicate them to clients.

• I have also built a strong network of clients through referrals and networking eve...read more

The book size refers to the total value of assets under management by the relationship manager.

• Book size is a measure of the relationship manager's client base and the total value of their investments.

• It is an important metric to assess the scale and profitability of the relationship manager's business.

• A larger book size indicates a higher level of responsibility and potential for revenue generation.

• For example, a relationship manager with a book size of $100 million manages ...read more

IndusInd Bank is a private sector bank in India.

• Founded in 1994

• Headquartered in Mumbai

• Offers a wide range of banking and financial products and services

• Known for its innovative banking solutions and customer-centric approach

• Has a network of over 2000 branches and ATMs across India

• Has won several awards for its banking services and technology

• Has a strong focus on digital banking and mobile banking services

Insurance sales pitch involves highlighting the benefits of insurance products to potential customers.

• Highlight the importance of insurance in protecting assets and providing financial security

• Emphasize the peace of mind that comes with having insurance coverage

• Tailor the sales pitch to the specific needs and concerns of the customer

• Provide examples of how insurance has helped others in similar situations