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Axis Mutual Fund Relationship Manager Interview Questions and Answers

Updated 18 Jan 2025

Axis Mutual Fund Relationship Manager Interview Experiences

2 interviews found

I applied via Recruitment Consulltant and was interviewed in Oct 2022. There were 3 interview rounds.

Round 1 - Resume Shortlist 
Pro Tip by AmbitionBox:
Keep your resume crisp and to the point. A recruiter looks at your resume for an average of 6 seconds, make sure to leave the best impression.
View all tips
Round 2 - One-on-one 

(1 Question)

  • Q1. Tell me about your past and current job experience and achievement?
Round 3 - One-on-one 

(1 Question)

  • Q1. Tell me about equity market outlook and taxation of mutual fund
  • Ans. 

    Equity market outlook is positive due to economic recovery. Mutual funds are taxed based on holding period and type of fund.

    • Equity market outlook is positive due to the global economic recovery and low interest rates.

    • Mutual funds are taxed based on the holding period and type of fund.

    • Short-term capital gains tax is applicable if the holding period is less than 1 year.

    • Long-term capital gains tax is applicable if the hol...

  • Answered by AI

Interview Preparation Tips

Topics to prepare for Axis Mutual Fund Relationship Manager interview:
  • Equity market
  • Mutual Funds Sales
Interview preparation tips for other job seekers - Ready with product knowledge and be confident while speaking
Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
2-4 weeks
Result
Selected Selected

I applied via Referral and was interviewed before Jan 2024. There was 1 interview round.

Round 1 - One-on-one 

(2 Questions)

  • Q1. Current market outlook
  • Q2. MF taxation

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Interview questions from similar companies

Interview experience
4
Good
Difficulty level
-
Process Duration
-
Result
-
Round 1 - HR 

(2 Questions)

  • Q1. Family Background
  • Q2. Future Vision Mission
  • Ans. 

    To create a future vision mission, one must establish long-term goals and objectives that align with the organization's values and purpose.

    • Define the organization's core values and purpose

    • Set long-term goals and objectives that align with the values and purpose

    • Create a strategic plan to achieve the goals and objectives

    • Communicate the future vision mission to all stakeholders

    • Regularly review and adjust the mission as ne

  • Answered by AI
Round 2 - Technical 

(2 Questions)

  • Q1. Equity Derivative
  • Q2. Mutual Funds Performance

Interview Preparation Tips

Interview preparation tips for other job seekers - Good company to work.
Interview experience
3
Average
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Walk-in and was interviewed before Mar 2023. There was 1 interview round.

Round 1 - One-on-one 

(3 Questions)

  • Q1. How sale was done, how sale close
  • Ans. 

    Sales are achieved through building relationships with clients and understanding their needs, leading to successful closures.

    • Build rapport with clients to understand their needs and preferences

    • Present products or services in a compelling way that addresses client's needs

    • Handle objections effectively and provide solutions

    • Negotiate terms and close the sale by gaining client's commitment

    • Follow up with clients to ensure sa

  • Answered by AI
  • Q2. Product knowledge
  • Q3. How you like your job
Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
-
Round 1 - One-on-one 

(1 Question)

  • Q1. Na na na na na

Interview Preparation Tips

Interview preparation tips for other job seekers - Stay focused on finance sector
Interview experience
5
Excellent
Difficulty level
Easy
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via LinkedIn and was interviewed in May 2023. There were 2 interview rounds.

Round 1 - Resume Shortlist 
Pro Tip by AmbitionBox:
Keep your resume crisp and to the point. A recruiter looks at your resume for an average of 6 seconds, make sure to leave the best impression.
View all tips
Round 2 - One-on-one 

(2 Questions)

  • Q1. Knowledge of Bfsi sector ? How to work effectively
  • Ans. 

    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 clients

    • ...

  • Answered by AI
  • Q2. How to work in manner

Interview Preparation Tips

Interview preparation tips for other job seekers - Be fair enough to get into company
Interview experience
4
Good
Difficulty level
Moderate
Process Duration
2-4 weeks
Result
Selected Selected

I applied via Naukri.com and was interviewed before Nov 2022. There were 3 interview rounds.

Round 1 - Resume Shortlist 
Pro Tip by AmbitionBox:
Don’t add your photo or details such as gender, age, and address in your resume. These details do not add any value.
View all tips
Round 2 - One-on-one 

(1 Question)

  • Q1. IDENTIFY GROWTH AREAS AND TELL YOUR STRATEGY
  • Ans. 

    Identifying growth areas and developing strategies to capitalize on them is crucial for success as a Relationship Manager.

    • Conduct market research to identify potential growth areas

    • Analyze customer feedback and trends to pinpoint areas for improvement

    • Develop personalized strategies for each client based on their unique needs and goals

    • Collaborate with cross-functional teams to implement growth initiatives

    • Regularly review...

  • Answered by AI
Round 3 - HR 

(1 Question)

  • Q1. ABOUT JOB REQUIREMENTS AND TRAVELL

Interview Preparation Tips

Interview preparation tips for other job seekers - BE HONEST TO YOUR STRENGTHS, AND DO NOT TRY TO BE A JOB SEEKER, JUST TAKE THE INTERVIEW AS AN OPPORTUNITY FOR YOU AND FOR THE COMPANY( INTERVIEWER) ALSO.
Round 1 - Resume Shortlist 
Pro Tip by AmbitionBox:
Properly align and format text in your resume. A recruiter will have to spend more time reading poorly aligned text, leading to high chances of rejection.
View all tips
Round 2 - One-on-one 

(3 Questions)

  • Q1. Tell me about your self?
  • Q2. Why Should i hire you
  • Q3. Skill suitable for job
  • Ans. 

    The skill suitable for a Relationship Manager is excellent communication and interpersonal skills.

    • Ability to build and maintain relationships with clients

    • Active listening and problem-solving skills

    • Negotiation and conflict resolution skills

    • Ability to work under pressure and meet targets

    • Knowledge of financial products and services

    • Strong organizational and time management skills

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Prepare basic plus some stock market releted question
Round 1 - Resume Shortlist 
Pro Tip by AmbitionBox:
Double-check your resume for any spelling mistakes. The recruiter may consider spelling mistakes as careless behavior or poor communication skills.
View all tips
Round 2 - One-on-one 

(2 Questions)

  • Q1. About Finance Question
  • Q2. What is standard devition, beta, P/e ratio
  • Ans. 

    Standard deviation measures the amount of variation or dispersion of a set of data. Beta measures the volatility of a stock compared to the market. P/E ratio is the ratio of a company's stock price to its earnings per share.

    • Standard deviation is a statistical measure that calculates the amount of variation or dispersion of a set of data.

    • Beta is a measure of a stock's volatility in relation to the market. A beta of 1 in...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Good company, good work culture. Good salary

I applied via Referral and was interviewed before Sep 2021. There were 3 interview rounds.

Round 1 - Resume Shortlist 
Pro Tip by AmbitionBox:
Do not use an unprofessional email address such as cool_boy@email.com. It shows a lack of professionalism by the candidate.
View all tips
Round 2 - HR 

(2 Questions)

  • Q1. Regarding previous job roles and responsibilities
  • Q2. Current job roles and responsibilities & target
Round 3 - HR 

(1 Question)

  • Q1. Regarding package discussion

Interview Preparation Tips

Interview preparation tips for other job seekers - Companies policies are awesome and regarding timing and working days are like mnc level....

Axis Mutual Fund Interview FAQs

How many rounds are there in Axis Mutual Fund Relationship Manager interview?
Axis Mutual Fund interview process usually has 2 rounds. The most common rounds in the Axis Mutual Fund interview process are One-on-one Round and Resume Shortlist.
How to prepare for Axis Mutual Fund 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 Mutual Fund. The most common topics and skills that interviewers at Axis Mutual Fund expect are Channel Sales, Business Development, Mutual Funds, Mutual Funds Sales and Relationship Management.
What are the top questions asked in Axis Mutual Fund Relationship Manager interview?

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

  1. Tell me about equity market outlook and taxation of mutual f...read more
  2. Current market outl...read more
  3. MF taxat...read more

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Axis Mutual Fund Relationship Manager Interview Process

based on 1 interview

Interview experience

5
  
Excellent
View more
Axis Mutual Fund Relationship Manager Salary
based on 72 salaries
₹3 L/yr - ₹9 L/yr
6% more than the average Relationship Manager Salary in India
View more details

Axis Mutual Fund Relationship Manager Reviews and Ratings

based on 20 reviews

3.8/5

Rating in categories

3.1

Skill development

3.2

Work-life balance

3.4

Salary

3.4

Job security

3.7

Company culture

3.1

Promotions

3.3

Work satisfaction

Explore 20 Reviews and Ratings
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