|
Interview Assessment Notes
|
1. Could you introduce yourself and tell us about you? Your current/recent jobs and employers? Previous companies and jobs?
He holds an MBA and has extensive experience in banking and financial services, starting with XXXX as an investment officer, where they collaborated with XXXX Standard Life to manage insurance sales. Over their 4.5-year tenure, they transitioned to XXXX's own roles and were assigned to a branch in a region with clients primarily based in the UAE and Saudi Arabia, focusing on client acquisition, income generation, and banking operations, including cash handling and audits.
In 2013, they moved to XXXX, working as a priority relationship manager, where they managed a portfolio of over 120 clients, growing it through acquisition and generating income via forex transactions, mutual funds, insurance, and government bonds. Their responsibilities included achieving targets and managing relationships with high-value clients.
From 2017 to 2020, they held a branch head role at XXXX, overseeing team management, client acquisition, income generation, branch profitability, and audit compliance. They managed a five-member team to meet branch targets and ensure operational excellence.
Following this, they joined XXXX during the COVID-19 period, managing an 18-member team and a portfolio worth ₹48 crores, ensuring branch profitability and achieving income targets through savings accounts, fixed deposits, mutual funds, and insurance sales.
Their career progressed to XXXX as a branch head, where they managed a large branch with a portfolio of ₹500 crores and upheld the same responsibilities of branch profitability and team target achievements.
Most recently, they have taken on an independent role at XXXX as a Burgundy relationship manager, managing a significant portfolio and driving high-volume income generation, including ₹20–25 lakhs of insurance sales, ₹1 crore in mutual funds, and ₹1 lakh in forex transactions monthly. Their experience encompasses team leadership, strategic client management, and achieving high financial performance targets.
2. What skill(s) / experience would you self-describe as strongest or specialist in?
He identifies their strongest skills as customer relationship management and customer service. They emphasize the importance of providing excellent service and proper guidance to clients, believing that by delivering prompt and effective responses, clients will develop trust and loyalty. This approach ensures clients are more likely to follow recommendations and continue their engagement with the organization.
3. Do you have XXXX (Key Criteria 1)? If so can you tell me more?
He has significant experience in handling Forex transactions, particularly from their time at Axis Bank, where they managed a minimum volume of 1,00,000 USD for Forex transactions. Their responsibilities included providing competitive exchange rates to clients, ensuring they received favorable rates for their transactions, and managing outward remittances. In addition to their work with Forex, the candidate has also gained experience with trading platforms, such as Access Direct, where they helped clients with stock buying and selling. This platform allowed customers to make quick profits within a single day, and the bank earned income through brokerage fees. Furthermore, the candidate is proficient in MS Office, PowerPoint, and Excel, which they use to create professional presentations for clients, contributing to the effectiveness of their communication and customer service.
|
|
Recruiters
|
|
Employment Agency
|
Silicon Valley Associates Recruitment.
907, 9th Floor, Silvercord Tower 2, Tsim Sha Tsui. Kowloon, Hong Kong
25F, Central Plaza, Xin Tian Di, Shanghai
Ubi TechPark #01-08, Singapore
Sunshine Technology & Innovation Centre, No.1003 Nanxin Road, Nanshan, Shenzhen
|