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Mutual funds are investment vehicles that pool money from multiple investors to invest in a diversified portfolio of securities.
Mutual funds are managed by professional fund managers who make investment decisions on behalf of the investors.
Investors buy units or shares of mutual funds, which represent their ownership in the fund's assets.
Mutual funds offer investors the opportunity to invest in a wide range of ass...
Knowledge of BFSI sector is crucial for a Relationship Manager to work effectively.
Stay updated on industry trends, regulations, and market conditions
Understand different financial products and services offered by banks, financial institutions, and insurance companies
Build strong relationships with clients by providing personalized financial solutions
Analyzing financial statements and assessing risk factors for cl...
Mutual funds are investment vehicles that pool money from multiple investors to invest in a diversified portfolio of stocks, bonds, or other securities. Financial market refers to a marketplace where buyers and sellers trade financial assets such as stocks, bonds, currencies, and commodities.
Mutual funds are managed by professional fund managers who invest the pooled money in a diversified portfolio of securities.
...
The DP operation process involves managing and optimizing data processing activities.
Developing and implementing data processing strategies
Ensuring efficient and accurate data entry and validation
Monitoring and improving data quality and integrity
Collaborating with cross-functional teams to identify and address data-related issues
Implementing data security measures to protect sensitive information
I applied via Referral and was interviewed in Nov 2024. There was 1 interview round.
By implementing strategic sales tactics, building strong relationships with clients, and continuously seeking new opportunities for growth.
Develop and execute a comprehensive sales strategy to target new markets and customers
Build and maintain strong relationships with existing clients to ensure repeat business
Identify and pursue new business opportunities through networking, cold calling, and attending industry events
...
In my previous role, I managed a diverse portfolio of HNI clients, focusing on personalized service and tailored financial solutions.
Managed a portfolio of over 50 HNI clients, each with unique investment needs.
Developed customized financial strategies that resulted in a 20% increase in client satisfaction.
Conducted regular portfolio reviews, ensuring alignment with clients' evolving financial goals.
Successfully onboar...
I appeared for an interview in Mar 2025, where I was asked the following questions.
I have extensive experience in equity trading, focusing on market analysis, client relations, and risk management strategies.
Worked as an equity trader at XYZ Brokerage for 3 years, executing trades and managing client portfolios.
Conducted in-depth market analysis using technical and fundamental analysis to inform trading decisions.
Developed strong relationships with clients, providing them with tailored investment str...
I applied via Job Portal and was interviewed in Sep 2024. There was 1 interview round.
I am a dedicated and experienced equity advisor with a strong track record of helping clients achieve their financial goals.
Over 10 years of experience in the financial industry
Specialize in equity research and analysis
Proven ability to provide sound investment advice
Strong communication and interpersonal skills
Track record of successful client relationships
An equity market is a platform where shares of publicly traded companies are bought and sold.
Equity markets provide a way for companies to raise capital by selling shares to investors.
Investors can buy and sell shares of companies on the stock exchange.
Prices of shares in the equity market are determined by supply and demand.
Examples of equity markets include the New York Stock Exchange (NYSE) and NASDAQ.
I worked at a fast-paced tech startup where I managed a team of developers and successfully launched multiple products.
Managed a team of developers
Launched multiple products
Worked in a fast-paced environment
I applied via Company Website
I primarily trade in the technology, healthcare, and consumer goods segments.
Technology sector - stocks like Apple, Microsoft, and Amazon
Healthcare sector - companies like Johnson & Johnson, Pfizer, and Merck
Consumer goods sector - companies like Procter & Gamble, Coca-Cola, and Walmart
I applied via Referral and was interviewed before Jan 2024. There was 1 interview round.
The current Assets Under Management (AUM) refers to the total market value of assets that a financial institution manages on behalf of clients.
AUM is a key metric used in the financial industry to measure the size and success of a firm.
It includes assets such as stocks, bonds, real estate, and other investments.
AUM can fluctuate based on market performance and client activity.
For example, a wealth management firm may h...
I applied via Campus Placement and was interviewed in Jan 2024. There was 1 interview round.
I applied via Referral and was interviewed in Mar 2024. There was 1 interview round.
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The duration of JM Financial interview process can vary, but typically it takes about less than 2 weeks to complete.
based on 57 interview experiences
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Rating in categories
Senior Executive
184
salaries
| ₹2.5 L/yr - ₹7.7 L/yr |
Associate
180
salaries
| ₹5.2 L/yr - ₹10.1 L/yr |
Senior Associate
153
salaries
| ₹9.7 L/yr - ₹15.2 L/yr |
Vice President
93
salaries
| ₹24.7 L/yr - ₹43 L/yr |
Senior Manager
89
salaries
| ₹10.3 L/yr - ₹19.1 L/yr |
Bajaj Finserv
Wells Fargo
JPMorgan Chase & Co.
Motilal Oswal Financial Services