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Axis Finance Relationship Manager Interview Questions, Process, and Tips

Updated 20 May 2024

Axis Finance Relationship Manager Interview Experiences

1 interview found

Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
-
Round 1 - One-on-one 

(6 Questions)

  • Q1. What are the roles and responsibilities of a Branch manager
  • Q2. About my responsibility
  • Q3. How to handle branch some time attrition
  • Ans. 

    To handle branch attrition, focus on employee engagement, career development, and creating a positive work environment.

    • Implement regular feedback sessions to address concerns and improve employee satisfaction.

    • Provide opportunities for career growth and development through training programs and promotions.

    • Create a positive work culture with team-building activities, recognition programs, and open communication channels.

  • Answered by AI
  • Q4. How to face problems in field
  • Ans. 

    Facing problems in the field requires a proactive and solution-oriented approach.

    • Stay calm and composed to think clearly

    • Identify the root cause of the problem

    • Seek advice or help from colleagues or supervisors

    • Develop a plan of action to address the problem

    • Implement the plan and monitor progress

    • Adapt and adjust strategies as needed

  • Answered by AI
  • Q5. How to response and react
  • Ans. 

    Respond by highlighting the importance of building strong relationships, understanding client needs, and providing personalized solutions.

    • Emphasize the importance of building strong relationships with clients to understand their needs and goals.

    • Highlight the need for personalized solutions tailored to each client's unique situation.

    • Discuss the importance of effective communication and proactive relationship management ...

  • Answered by AI
  • Q6. What are the plan for build portfolio
  • Ans. 

    The plan for building the portfolio involves identifying target clients, conducting thorough financial analysis, recommending suitable investment options, and regularly reviewing and adjusting the portfolio.

    • Identify target clients based on their financial goals, risk tolerance, and investment preferences

    • Conduct thorough financial analysis to understand clients' current financial situation and future needs

    • Recommend suit...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Good

Interview questions from similar companies

I applied via Company Website and was interviewed in Mar 2018. There were 4 interview rounds.

Interview Preparation Tips

General Tips: I am mohd zaffer with three year computer diploma three year work experience in computer center lam interested for this bank job sir you gave me opportunity for this job
Skills: Computer Networking

Interview Questionnaire 

1 Question

  • Q1. About banks in Indian market About kotak Savings accounts Current accounts Rate of interest NII NIV

Interview Questionnaire 

6 Questions

  • Q1. Briefing of resume
  • Q2. Familiarity with accounts
  • Q3. Tell me all the sources of money for an organization
  • Q4. Tell me about yourself
  • Ans. 

    I am a relationship manager with 5 years of experience in managing client relationships and providing financial advice.

    • I have a Bachelor's degree in Finance from XYZ University.

    • I have worked with ABC Bank for 3 years and gained experience in managing high net worth clients.

    • I am skilled in financial analysis, risk management, and investment planning.

    • I have a proven track record of achieving sales targets and building lo...

  • Answered by AI
  • Q5. Why bank?
  • Ans. 

    Banking offers a dynamic and challenging work environment with opportunities for growth and development.

    • Banking is a constantly evolving industry with new technologies and products being introduced regularly.

    • Working in a bank provides exposure to a wide range of clients and industries.

    • Banking offers opportunities for career growth and development through training and mentorship programs.

    • The role of a relationship manag...

  • Answered by AI
  • Q6. Why should we hire you?
  • Ans. 

    I have the necessary skills, experience, and passion to excel in this role.

    • I have a proven track record of building and maintaining strong relationships with clients.

    • I am highly organized and able to manage multiple tasks and priorities effectively.

    • I am a skilled communicator and able to effectively convey complex information to clients.

    • I am passionate about helping clients achieve their financial goals and am committe...

  • Answered by AI

Interview Preparation Tips

Round: Test
Experience: It was overall a simple test, some difficult questions were there to check the patience of student. Otherwise the questions were of moderate level.
Tips: Prepare basic things, work on fast calculation & anlytical skills. For sales competency section no need to give ideal answers, be realistic.
Duration: 120 minutes aprox minutes

Round: Technical Interview
Experience: It was a 10-15 minute interview. He asked basic things & the interviewer was focusing on my financial knowledge
Tips: If you are planning to appear in hdfc interview, work on your accounting, frame some stories of your life, try to find out your skills so that they can hire you.

Round: HR Interview
Experience: The questions were simple, they were looking for relative experience & person suitable for their profile.
Tips: Sales experience of internship will add some weightage to your performance. Try to share experience of projects you have worked on.

Round: FLIP Online training program
Experience: They detailed us about the profile, gave us relavant information & took the test for the same. There were online ppts on types of loan, balance sheet, credit note etc.
Tips: You have to work seriously to crack this part of process. Once you clear this you will become a member of hdfc bank. All the best

General Tips: If you are looking for a profile in banking sector, then work on accounting balance shhets & generate your interest in the same field. It is not always about financial selling. You may have to give advice to your customers, prepare credit note.
Skills: sales, financial knowledge, communication skills, grasping power, commen sense
College Name: IMDR
Motivation: Name of the company, profile was a mixture of sales & finance & I was confused about my interest whether lies in sales or office work (analysis). So i applied
Funny Moments: waiting time. We spent a great time in Indira college that day.

Interview Preparation Tips

Round: Test
Experience: I scored 42 out of 60 and 60 people were selecred out of 300
Tips: First attempt those questions which you know to save time.
Duration: 1 hour
Total Questions: 60

College Name: IBS Gurgaon

Interview Preparation Tips

Round: Resume Shortlist
Experience: Hi..
It is magical movment for me when i got call from the HR of HDFC bank. I am just uploading my resume on the banks carrier & after a month or 2 months they called me for the interview.
Tips: Many of us upload their resume on all job sites in addition to that also upload your resume on the respective companies carrier site, if they found your resume as suitable then they definitely contact you.

I was interviewed before May 2016.

Interview Preparation Tips

Round: Resume Shortlist
Tips: Short and concise

Round: Test
Tips: Basic concept must be cleared
Total Questions: 50

Round: HR Interview
Tips: Fundamental and your goals towards ur life.. should be clear.

I applied via Walk-in and was interviewed in Mar 2020. There was 1 interview round.

Interview Questionnaire 

3 Questions

  • Q1. Why do you want to be a banker?
  • Q2. Tell me about yourself?
  • Q3. If you are having family business then why do want to job?

Interview Preparation Tips

Interview preparation tips for other job seekers - Guys wherever you are going for interview in whichever company just be confident even if u realised that you said something wrong then also stay confident bcz thts wt recruiters see at first. And secondly be honest about everything bcz if u answer everything honestly it will boost your confidence level. And just be prepared for the results tht wtever will hpn I will accept in tht way you will scared bcz you are not sacred for loosing.. rest work on content frame the sentences first before speaking.

I applied via Referral and was interviewed before Dec 2019. There was 1 interview round.

Interview Questionnaire 

1 Question

  • Q1. Intoduction Selling ability Fluency in English, Hindi and Telugu

Interview Preparation Tips

Interview preparation tips for other job seekers - Be confident. Prepare your introduction well and know what jabe you mwntioned in your resume.
HRs are very friendly so, just smile and deliver.
All The Best

I applied via Referral and was interviewed before Apr 2020. There were 5 interview rounds.

Interview Questionnaire 

1 Question

  • Q1. About yourself and prior academics

Interview Preparation Tips

Interview preparation tips for other job seekers - Never say i can strech always say i can do strech one time in a week
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Axis Finance Interview FAQs

How many rounds are there in Axis Finance Relationship Manager interview?
Axis Finance interview process usually has 1 rounds. The most common rounds in the Axis Finance interview process are One-on-one Round.
How to prepare for Axis Finance Relationship Manager interview?
Go through your CV in detail and study all the technologies mentioned in your CV. Prepare at least two technologies or languages in depth if you are appearing for a technical interview at Axis Finance. The most common topics and skills that interviewers at Axis Finance expect are Relationship Management, Software Configuration Management, Air Ticketing, Client Relationship Management and Customer Satisfaction.
What are the top questions asked in Axis Finance Relationship Manager interview?

Some of the top questions asked at the Axis Finance Relationship Manager interview -

  1. How to handle branch some time attrit...read more
  2. What are the plan for build portfo...read more
  3. How to face problems in fi...read more

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Axis Finance Relationship Manager Interview Process

based on 1 interview

Interview experience

5
  
Excellent
View more
Axis Finance Relationship Manager Salary
based on 11 salaries
₹1.9 L/yr - ₹6.6 L/yr
19% less than the average Relationship Manager Salary in India
View more details

Axis Finance Relationship Manager Reviews and Ratings

based on 3 reviews

3.3/5

Rating in categories

4.3

Skill development

3.7

Work-life balance

3.6

Salary

3.0

Job security

3.6

Company culture

3.6

Promotions

3.4

Work satisfaction

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