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CapitalVia Relationship Manager Interview Questions and Answers
CapitalVia Relationship Manager Interview Experiences
1 interview found
Selected
I applied via Referral and was interviewed in Oct 2023. There were 2 interview rounds.
(4 Questions)
- Q1. Last salary and accepted salry
- Q2. Over-all experience
- Q3. Reason of leaving last company
- Ans.
Seeking new opportunities for growth and career advancement.
Desire for a more challenging role
Limited opportunities for career progression
Company restructuring or downsizing
Relocation or personal reasons
- Q4. Family background
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Relationship Manager Jobs at CapitalVia
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Relationship Manager Interview Questions & Answers
Reliance Securities
Anonymous
posted on 11 Aug 2024
Selected
(4 Questions)
- Q1. Tell me about yourself ?
- Ans.
I am a dedicated and experienced Relationship Manager with a strong background in customer service and client retention.
Over 5 years of experience in building and maintaining relationships with clients
Skilled in identifying client needs and providing tailored solutions
Proven track record of exceeding sales targets and retaining key accounts
- Q2. Tell me about your past experience ?
- Ans.
I have over 5 years of experience in relationship management, working with high-net-worth clients and developing strong client relationships.
Managed a portfolio of high-net-worth clients, providing personalized financial solutions
Developed and maintained strong relationships with clients to ensure their financial goals were met
Collaborated with internal teams to deliver exceptional service and exceed client expectation
- Q3. You have knowledge about market products LI,GI, debenture, bonds?
- Ans.
Yes, I have knowledge about market products LI, GI, debenture, and bonds.
LI stands for Life Insurance, which provides financial protection to beneficiaries upon the insured's death.
GI refers to General Insurance, which covers a range of non-life insurance policies such as health, travel, and property insurance.
Debentures are long-term debt instruments issued by companies to raise funds, typically offering a fixed rate ...
- Q4. What is demat account you know how to open it?
- Ans.
A demat account is an account that holds shares and securities in electronic form.
Demat account stands for dematerialized account.
It is used to hold securities such as stocks, bonds, and mutual funds in electronic form.
To open a demat account, one needs to approach a depository participant (DP) like banks or brokers.
Documents required for opening a demat account include identity proof, address proof, and PAN card.
Once ...
Relationship Manager Interview Questions & Answers
Reliance Securities
Anonymous
posted on 13 Feb 2025
Selected
I was interviewed in Aug 2024.
(2 Questions)
- Q1. Customer service question
- Q2. Equity investment plan Equity investment plan is sip mutual funds stock market broking
Interview Preparation Tips
Relationship Manager Interview Questions & Answers
Reliance Securities
Anonymous
posted on 21 Feb 2022
I applied via Referral and was interviewed in Jan 2022. There was 1 interview round.
(4 Questions)
- Q1. Share details of your previous job.
- Ans.
I worked as a Relationship Manager at XYZ Bank.
Managed a portfolio of high net worth clients
Provided personalized financial advice and solutions
Built and maintained strong relationships with clients
Achieved sales targets and revenue growth
Collaborated with cross-functional teams to deliver exceptional customer service
- Q2. Tell me about yourself.
- Ans.
I am an experienced Relationship Manager with a strong background in building and maintaining client relationships.
Experienced Relationship Manager
Skilled in building and maintaining client relationships
Strong communication and interpersonal skills
Proven track record of achieving sales targets
Proficient in financial analysis and risk assessment
Excellent problem-solving abilities
Ability to multitask and prioritize effec
- Q3. What are your salary expectations?
- Ans.
I am open to discussing salary based on the responsibilities and opportunities offered by the position.
I believe that my skills and experience make me a valuable asset to the company, and I am confident that we can come to a mutually beneficial agreement regarding salary.
I am open to negotiation and would like to discuss the salary range for this position.
I am more interested in the growth opportunities and challenges ...
- Q4. What is your family background?
- Ans.
My family background is diverse and has shaped my values and perspectives.
My parents come from different cultural backgrounds, which has exposed me to different traditions and customs.
I have siblings who have pursued various career paths, inspiring me to explore different opportunities.
My family has always emphasized the importance of education and personal growth.
We have a strong sense of community and often engage in...
Interview Preparation Tips
Selected
I applied via Recruitment Consulltant and was interviewed in Nov 2023. There was 1 interview round.
(2 Questions)
- Q1. Why will you do work in market
- Q2. Cold colling and book manange
Selected
I applied via Campus Placement and was interviewed in Oct 2023. There was 1 interview round.
(1 Question)
- Q1. Pitch about the product you used to sell in your internship
Interview Preparation Tips
Interview Questionnaire
2 Questions
- Q1. How many sub broker can you transfer to IIFL Securities?
- Ans.
The number of sub brokers that can be transferred to IIFL Securities depends on various factors such as their performance, compliance, and eligibility.
The number of sub brokers that can be transferred to IIFL Securities is not fixed.
It depends on the performance of the sub brokers.
It also depends on their compliance with the regulations.
Eligibility criteria such as minimum business volume may also apply.
The final decis...
- Q2. How much AUM you can transfer from your old company?
Interview Preparation Tips
I applied via Referral and was interviewed before Jun 2020. There was 1 interview round.
Interview Questionnaire
6 Questions
- Q1. What your plan and get some something new presence of mind what do you do is market RBI governor name defence minister market strategy your goal achievement and positive response strength weakness
- Q2. Se is is very good opportunity I have do something aggressive work smart work and whole think ok good people everyday new person will meet I am very happy so I like market strategy and good person will to ...
- Q3. Why you hiring
- Q4. So actually service my plan is very different very person mindset this is different so maybe chance to me I will prove it myself and do something with gro company and me I think love to walk and talk my pa...
- Q5. What about your handling customer and a Chennai client worth
- Q6. So I explained all thing my clients investor detail and H nai client so different type of very person client invest in stock market and mutual fund FB fixed deposit B2B business and PMS management portfoli...
Interview Preparation Tips
Kathiresh K
Selected
I applied via Recruitment Consulltant and was interviewed before Nov 2022. There were 5 interview rounds.
(1 Question)
- Q1. Introduction to know the candidate
Adsignment based on JD
(1 Question)
- Q1. Final interview round to present case and other questions
(1 Question)
- Q1. Questions on role and compensation
Interview Preparation Tips
I applied via Referral and was interviewed in Dec 2021. There were 3 interview rounds.
Interview Questionnaire
5 Questions
- Q1. Tell me about yourself
- Q2. What you used to do in your previous organization
- Q3. Why you want to work in financial sector
- Q4. Why do you think crypto currency is falling down
- Ans.
Crypto currency is falling due to various factors.
Lack of regulation and security concerns
Decrease in demand and increase in supply
Negative news and market manipulation
Competition from other cryptocurrencies
Overall market trends and economic factors
- Q5. Where do you see indian stock market after 5 years
- Ans.
The Indian stock market is expected to grow steadily over the next 5 years.
The Indian economy is projected to grow at a steady pace, which will positively impact the stock market.
The government's focus on economic reforms and infrastructure development will attract more foreign investments.
The increasing use of technology and digitalization in the stock market will make it more accessible to retail investors.
The ongoin...
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CapitalVia Interviews By Designations
- CapitalVia Relationship Executive Interview Questions
- CapitalVia Analyst Interview Questions
- CapitalVia Data Analyst Interview Questions
- CapitalVia Senior Sales Officer Interview Questions
- CapitalVia Relationship Manager Interview Questions
- CapitalVia Business Development Manager Interview Questions
- CapitalVia Intern Interview Questions
- CapitalVia Sales Intern Interview Questions
- Show more
Interview Questions for Popular Designations
- Senior Relationship Manager Interview Questions
- Senior Relationship Officer Interview Questions
- Branch Relationship Officer Interview Questions
- Executive Relationship Manager Interview Questions
- Chief Relationship Manager Interview Questions
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- Show more
CapitalVia Relationship Manager Interview Process
based on 1 interview
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Relationship Manager Interview Questions from Similar Companies
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CapitalVia Relationship Manager Reviews and Ratings
based on 6 reviews
Rating in categories
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Relationship Executive
37
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|  ₹0 L/yr - ₹0 L/yr |
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Research Analyst
16
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| ₹0 L/yr - ₹0 L/yr |
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Management Trainee
13
salaries
| ₹0 L/yr - ₹0 L/yr |
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Business Manager
12
salaries
| ₹0 L/yr - ₹0 L/yr |
|
Relationship Manager
11
salaries
| ₹0 L/yr - ₹0 L/yr |
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