Related Quiz
What was the author's initial role at the financial firm, before his career turnaround?
A Document Executive, responsible for collecting and submitting client documents.
A Chartered Accountant specializing in project funding.
A Document Executive, responsible for collecting and submitting client documents.
A Bank Manager overseeing loan approvals.
A Sales Representative selling financial products to clients.
What significant factor contributed to the author's career stagnation despite gaining experience?
The absence of a formal B.Com or MBA degree.
Lack of strong client relationships.
The financial firm's refusal to offer promotions.
The absence of a formal B.Com or MBA degree.
The author's disinterest in the work itself.
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What was the nature of the arrangement the author made with the Chartered Accountant?
A revenue-sharing agreement where profits from sourced files were split.
The author paid the CA a fixed monthly fee for mentorship.
A revenue-sharing agreement where profits from sourced files were split.
The author became the CA's employee and received a regular salary.
The CA gave the author a loan to start his own financial consultancy.
What was the approximate amount the author earned from the breakthrough deal?
Between Rs 45 lakh and Rs 70 lakh.
Rs 21,000, his previous monthly salary.
Between Rs 45 lakh and Rs 70 lakh.
Around Rs 10 lakh from the client success fee only.
Rs 1-2 crore in annual revenue.
What is the name of the author's current firm?
Rate & Estate.
The financial firm where he worked initially.
A major bank or NBFC.
Rate & Estate.
The Chartered Accountant's firm.
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