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Edelweiss Preferred Relationship Manager Interview Questions and Answers

Updated 17 Dec 2022

Edelweiss Preferred Relationship Manager Interview Experiences

2 interviews found

I applied via Company Website and was interviewed in Aug 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 Resume tips
Round 2 - Group Discussion 

Topic was " Is India ready for Digital Marketing", there were arround 3 to 4 assessors.
If not comfortable in English, Use layman language while discussing the topic.

Round 3 - HR 

(4 Questions)

  • Q1. First of all your introduction
  • Q2. About products, experience if you have, types of questions can be asked.
  • Q3. Few questions about company
  • Q4. And few about job profile

Interview Preparation Tips

Topics to prepare for Edelweiss Preferred Relationship Manager interview:
  • Finance
  • Your area economy
  • Sales
Interview preparation tips for other job seekers - Be confident, gain knowledge about company and its products. Dont hesitate, show some skill of you have. I have been selected but not yet join the company, training is going to be scheduled. I'll tell you experience after joining.

I applied via Campus Placement and was interviewed in Dec 2021. There were 2 interview rounds.

Round 1 - Group Discussion 

I am go through campus selection

Round 2 - Technical 

(2 Questions)

  • Q1. Go through the resume and bonds , insurance,
  • Q2. Minimum knowledge share market

Interview Preparation Tips

Interview preparation tips for other job seekers - Be confident and if know Hindi it ++ to you minimum knowledge mutual fund bonds and debentures

Preferred Relationship Manager Interview Questions Asked at Other Companies

asked in HDFC Bank
Q1. What are the key factors to consider while offering working capit ... read more
asked in HDFC Bank
Q2. What do you think about banking
Q3. Do you invest in market if yes then in which scripts and why ?
asked in HDFC Bank
Q4. How much integrity is important in banking
asked in HDFC Bank
Q5. What are the charges involved in ULIP policies ?

Interview questions from similar companies

I applied via Walk-in and was interviewed before Sep 2020. There were 3 interview rounds.

Interview Questionnaire 

4 Questions

  • Q1. Current situation of Sensex and Nifty?
  • Ans. 

    Sensex and Nifty are currently experiencing a bullish trend.

    • Sensex and Nifty have been consistently rising over the past few weeks.

    • As of today, Sensex is at 52,474.76 and Nifty is at 15,799.35.

    • The market is being driven by positive global cues and strong corporate earnings.

    • Investors are optimistic about the economic recovery and the government's reform measures.

    • However, there are concerns about rising inflation and the

  • Answered by AI
  • Q2. Best Performing Mutual Funds, Difference between Large Cap, Mid Cap and Small Cap Funds ?
  • Ans. 

    Large Cap, Mid Cap and Small Cap Funds are different categories of mutual funds based on market capitalization.

    • Large Cap Funds invest in companies with large market capitalization, typically in the top 100 companies of the stock exchange.

    • Mid Cap Funds invest in companies with medium market capitalization, typically in the top 101-250 companies of the stock exchange.

    • Small Cap Funds invest in companies with small market ...

  • Answered by AI
  • Q3. What are the key factors to consider while offering working capital to the consumer ?
  • Ans. 

    Key factors to consider while offering working capital to the consumer

    • Assess the creditworthiness of the consumer

    • Evaluate the business plan and financial projections

    • Consider the industry and market trends

    • Determine the purpose of the working capital

    • Assess the collateral and security offered

    • Evaluate the repayment capacity of the consumer

    • Consider the interest rates and fees

    • Monitor the usage of the working capital

  • Answered by AI
  • Q4. What are the charges involved in ULIP policies ?
  • Ans. 

    ULIP policies have various charges like premium allocation, fund management, mortality, surrender, etc.

    • Premium allocation charge is deducted from the premium paid and is a percentage of the premium

    • Fund management charge is levied on the fund value and is a percentage of the same

    • Mortality charge is deducted to provide life cover and is based on the age and sum assured

    • Surrender charge is applicable if the policy is surre...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Having flair knowledge related to current market and performance of funds helps in cracking the interview. Brush up your MBA skills

I applied via Referral and was interviewed before Dec 2018. There were 4 interview rounds.

Interview Questionnaire 

5 Questions

  • Q1. What do you think about banking
  • Ans. 

    Banking is an essential part of the economy and plays a crucial role in managing finances.

    • Banking provides a safe and secure way to store and manage money.

    • It offers various financial products and services such as loans, credit cards, and savings accounts.

    • Banking also helps in facilitating transactions and payments between individuals and businesses.

    • It is constantly evolving with the use of technology, making banking mo...

  • Answered by AI
  • Q2. What are your hobbies
  • Q3. Pervious job experience
  • Ans. 

    I have 5 years of experience in relationship management at a financial institution.

    • Managed a portfolio of high net-worth clients

    • Provided personalized financial advice and solutions

    • Developed and maintained strong client relationships

    • Collaborated with internal teams to meet client needs

  • Answered by AI
  • Q4. How much integrity is important in banking
  • Ans. 

    Integrity is crucial in banking as it builds trust and credibility with customers and stakeholders.

    • Integrity ensures that banks operate ethically and transparently.

    • It helps to prevent fraud and corruption within the banking system.

    • Customers are more likely to trust banks that prioritize integrity.

    • Banks with a reputation for integrity are more likely to attract and retain customers and investors.

    • Examples of integrity in...

  • Answered by AI
  • Q5. What do you understand by that profile

Interview Preparation Tips

Interview preparation tips for other job seekers - The profile of relationship manager in hdfc bank is one of the most toughest profile in retail branch banking to work on, the expectations are very high from RM because RM need to deliver approx 50% of sales target of the branch apart from this as you know HDFC bank does not compromise on process part so you also need to maintain the quality plus you need to maintain several MIS you need to update several things on day to day basis plus the most important part you need to deliver the highest quality of service to the customers because the customer to Rm dealing with is of high net worth so you also need to thorough about banking and each and every product of banking

I applied via Recruitment Consulltant and was interviewed in Oct 2021. There were 2 interview rounds.

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 Resume tips
Round 2 - HR 

(5 Questions)

  • Q1. What are your salary expectations?
  • Q2. What is your family background?
  • Q3. Share details of your previous job.
  • Q4. Why are you looking for a change?
  • Q5. Tell me about yourself.

Interview Preparation Tips

Interview preparation tips for other job seekers - Full knowledge of you current role.

I applied via Recruitment Consulltant

Round 1 - One-on-one 

(3 Questions)

  • Q1. Tell the Difference between Term loan and OD
  • Ans. 

    Term loan is a fixed amount of loan taken for a specific period while OD is a flexible loan that can be used as per requirement.

    • Term loan has a fixed repayment schedule while OD has no fixed repayment schedule.

    • Interest is charged on the entire amount of term loan while interest is charged only on the amount used in OD.

    • Term loan is ideal for long-term investments while OD is ideal for short-term cash flow needs.

    • Examples...

  • Answered by AI
  • Q2. Which credit card you use?
  • Ans. 

    I use the Chase Sapphire Reserve credit card.

    • I chose this card for its travel benefits and rewards program.

    • It offers a high sign-up bonus and earns points on every purchase.

    • The annual fee is offset by the travel credits and other perks.

    • I also appreciate the customer service and ease of use through the mobile app.

  • Answered by AI
  • Q3. How to calculate eligibility for Working Capital?
  • Ans. 

    Eligibility for Working Capital is calculated based on various factors such as credit score, cash flow, collateral, and industry type.

    • Credit score is an important factor in determining eligibility for working capital loans.

    • Cash flow is also considered as it shows the ability to repay the loan.

    • Collateral can increase the chances of approval and may also affect the interest rate.

    • Industry type can also play a role in elig...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Not necessary to answer all questions

I applied via Recruitment Consulltant and was interviewed in Oct 2021. There were 2 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 Resume tips
Round 2 - HR 

(5 Questions)

  • Q1. What are your salary expectations?
  • Q2. What is your family background?
  • Q3. Share details of your previous job.
  • Q4. Why are you looking for a change?
  • Q5. Tell me about yourself.

Interview Preparation Tips

Interview preparation tips for other job seekers - Full knowledge of you current role.
Interview experience
5
Excellent
Difficulty level
Easy
Process Duration
4-6 weeks
Result
Selected Selected

I applied via Walk-in and was interviewed in Jan 2024. There was 1 interview round.

Round 1 - Behavioral 

(5 Questions)

  • Q1. Ask about family background.? Ask for your past experience? Why do you want to join hdfc bank? How will you do sales performance? How will you generate leads for Casa ,loan assets , insurance etc. How will...
  • Q2. Wt is the strong point of you?
  • Q3. How will you approach so many departments ?
  • Q4. Customer priority should always onfirst.
  • Q5. Always follow supervisor instructions .., management instructions

Interview Preparation Tips

Interview preparation tips for other job seekers - It's Good Brand should join for freshers also .
No need to worry regarding job security ...
Process are very good better then other bank.
Customer like to open ac or deposit taken loan from first priority Hdfc bank .

I applied via Naukri.com and was interviewed in May 2021. There were 3 interview rounds.

Interview Questionnaire 

3 Questions

  • Q1. About current job role
  • Q2. About education background
  • Q3. About family background

Interview Preparation Tips

Interview preparation tips for other job seekers - Keep it simple, keep it direct.
Interview experience
1
Bad
Difficulty level
Hard
Process Duration
4-6 weeks
Result
Selected Selected

I applied via Recruitment Consulltant and was interviewed before Jan 2023. There was 1 interview round.

Round 1 - One-on-one 

(3 Questions)

  • Q1. Ensure the senior that you are experienced and achieve your targets of life insurance in your pas t organisation only
  • Q2. Salary negotiation
  • Q3. Hr is not supportive

Interview Preparation Tips

Interview preparation tips for other job seekers - Be the good relationship with your boss
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Edelweiss Interview FAQs

How many rounds are there in Edelweiss Preferred Relationship Manager interview?
Edelweiss interview process usually has 3 rounds. The most common rounds in the Edelweiss interview process are Resume Shortlist, Group Discussion and HR.
How to prepare for Edelweiss Preferred 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 Edelweiss. The most common topics and skills that interviewers at Edelweiss expect are Finance, Mutual Funds, Wealth Management, Portfolio Management and hni.
What are the top questions asked in Edelweiss Preferred Relationship Manager interview?

Some of the top questions asked at the Edelweiss Preferred Relationship Manager interview -

  1. Go through the resume and bonds , insuran...read more
  2. minimum knowledge share mar...read more

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Edelweiss Preferred Relationship Manager Salary
based on 36 salaries
₹3.1 L/yr - ₹5 L/yr
51% less than the average Preferred Relationship Manager Salary in India
View more details

Edelweiss Preferred Relationship Manager Reviews and Ratings

based on 3 reviews

4.0/5

Rating in categories

4.5

Skill development

3.8

Work-life balance

4.5

Salary

3.4

Job security

4.1

Company culture

3.2

Promotions

3.2

Work satisfaction

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