Upload Button Icon Add office photos

Filter interviews by

HDFC Securities Relationship Manager Interview Questions, Process, and Tips

Updated 19 Sep 2024

Top HDFC Securities Relationship Manager Interview Questions and Answers

View all 8 questions

HDFC Securities Relationship Manager Interview Experiences

19 interviews found

Interview experience
3
Average
Difficulty level
Easy
Process Duration
2-4 weeks
Result
Selected Selected

I applied via Walk-in and was interviewed in Apr 2024. There were 2 interview rounds.

Round 1 - One-on-one 

(1 Question)

  • Q1. Introduce your self? Family discussion? Discussion about Market and Future and options? About your past experience? About sales like Life insurance and General insurance?? Ask about your pitching about pr...
Round 2 - HR 

(1 Question)

  • Q1. Ism just Jo chij mene upr btata hai main salary discussion hota or khul kr mangna or voh denge

Interview Preparation Tips

Interview preparation tips for other job seekers - Bhai confidence me answer do aaye toh naah aaye toh just isk baare me naah pta Abhi agr unhe jarurt hai toh voh lelenge bs aapko sales aani chiye ya aapko market k baare me knowledge acchi ho or khaas kr future and option k baare me
Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Referral and was interviewed in Oct 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. They questioning about the past companies and a work experiences.
  • Q2. They asked about the life insurance mostly, life insurance is a high selling product there.

Interview Preparation Tips

Interview preparation tips for other job seekers - HDFC securities Ltd it's a very amazing company where you can learn and grow your career day by day, very happy place to work.

Relationship Manager Interview Questions Asked at Other Companies

asked in ICICI Bank
Q1. How will you market banking products ? Are you willing to work at ... read more
Q2. If you customer is unhappy with some sort of your behaviour and w ... read more
asked in ICICI Bank
Q3. If customer is so angry in that time how to motivate them
asked in DCB Bank
Q4. What's document required for salaried person to buy property?
asked in Axis Bank
Q5. 1)How will you extend business of bank. 2) How will you pitch the ... read more
Interview experience
5
Excellent
Difficulty level
Easy
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Naukri.com and was interviewed before Sep 2023. There were 3 interview rounds.

Round 1 - Aptitude Test 

Easy 10th class maths aptitude

Round 2 - Group Discussion 

Easy to clear based on covid

Round 3 - Technical 

(2 Questions)

  • Q1. Past experience
  • Q2. What do you know about us?
  • Ans. 

    You are a leading financial institution known for providing personalized banking services to clients.

    • You have a strong reputation for customer service and building long-term relationships with clients

    • You offer a wide range of financial products and services tailored to individual needs

    • Your focus is on helping clients achieve their financial goals through personalized advice and support

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Apply for the company and get selected easily.
Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
-
Round 1 - HR 

(1 Question)

  • Q1. It was more of a experience sharing
Round 2 - Technical 

(1 Question)

  • Q1. About the products PMS AIF etc

HDFC Securities interview questions for designations

 Senior Relationship Manager

 (2)

 Branch Manager

 (2)

 Digital Relationship Manager

 (13)

 Assistant Relationship Manager

 (1)

 Customer Relationship Manager

 (1)

 Relationship Management Executive

 (1)

 Area Sales Manager

 (2)

 KYC Associate

 (1)

Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
-
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 - HR 

(1 Question)

  • Q1. Tell me about your self
Round 3 - One-on-one 

(1 Question)

  • Q1. Why you want to work with hdfc

Get interview-ready with Top HDFC Securities Interview Questions

Interview experience
4
Good
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Recruitment Consulltant and was interviewed before Sep 2022. 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 tips
Round 2 - HR 

(4 Questions)

  • Q1. Confidence level, Earlier experience, Present knowledge about the market and our opinion on it, E margin, Mutual Fund, FnO and Derivatives related questions
  • Q2. Expiry of bank nifty, fin nifty, comprehensive power, communication strength, etc.
  • Q3. HR expects long term tenure, Self starter personality
  • Q4. Operation or manager round

Interview Preparation Tips

Topics to prepare for HDFC Securities Relationship Manager interview:
  • NISM
  • IRDA
  • Mutual Funds
Interview experience
4
Good
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

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

Round 1 - One-on-one 

(2 Questions)

  • Q1. What is ASM list ?
  • Ans. 

    ASM list stands for Authorized Service Manager list, which is a list of individuals or companies authorized to provide service for a particular product or brand.

    • ASM list is a list of authorized service providers for a specific product or brand.

    • These individuals or companies are trained and certified to provide service and support.

    • Customers can refer to the ASM list to find authorized service providers in their area.

    • ASM...

  • Answered by AI
  • Q2. What is PE ratio ?
  • Ans. 

    PE ratio is a financial metric used to evaluate a company's stock price relative to its earnings per share.

    • PE ratio is calculated by dividing the current stock price by the earnings per share (EPS).

    • It helps investors assess the valuation of a company and compare it to other companies in the same industry.

    • A high PE ratio may indicate that a stock is overvalued, while a low PE ratio may suggest it is undervalued.

    • For exam...

  • Answered by AI

Skills evaluated in this interview

Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Naukri.com and was interviewed before Jan 2023. There was 1 interview round.

Round 1 - HR 

(5 Questions)

  • Q1. Tell me about yourself
  • Q2. What do you know about demat account
  • Q3. Why you've left your previous company
  • Q4. What CTC do you get there
  • Q5. Would you like to joined our company

I applied via Naukri.com and was interviewed in Dec 2021. There was 1 interview round.

Interview Questionnaire 

7 Questions

  • Q1. Tell me about yourself.
  • Q2. Difference between mutual fund and derivatives
  • Ans. 

    Mutual funds are investment vehicles that pool money from multiple investors to invest in a diversified portfolio of stocks, bonds, or other securities. Derivatives are financial instruments that derive their value from an underlying asset or security.

    • Mutual funds are a type of investment fund that is managed by a professional fund manager.

    • Investors buy shares in the mutual fund, which gives them a proportional ownersh...

  • Answered by AI
  • Q3. Have you visited hdfc website. What you observe there.
  • Ans. 

    Yes, I have visited HDFC website. It is user-friendly and informative.

    • The website has a clean and organized layout

    • It provides detailed information about various banking products and services

    • The website also has a section for customer support and frequently asked questions

    • It offers online banking services and allows customers to apply for loans and credit cards

    • The website is mobile-responsive and can be accessed on-the-

  • Answered by AI
  • Q4. What is mutual fund.
  • Ans. 

    A mutual fund is a type of investment vehicle made up of a pool of money collected from many investors to invest in securities.

    • Mutual funds are managed by professional fund managers

    • Investors buy shares in the mutual fund and the value of the shares increases or decreases based on the performance of the underlying securities

    • Mutual funds offer diversification and convenience for investors

    • Examples of mutual fund companies

  • Answered by AI
  • Q5. Why you want to join HDFC
  • Q6. What difference between stock and derivatives.
  • Ans. 

    Stocks represent ownership in a company, while derivatives are financial contracts based on the value of an underlying asset.

    • Stocks represent ownership in a company, giving shareholders voting rights and a share in profits.

    • Derivatives are financial contracts whose value is derived from an underlying asset, such as stocks, bonds, commodities, or currencies.

    • Stocks are traded on stock exchanges, while derivatives are trad...

  • Answered by AI
  • Q7. You are looking for a long term or short term.

Interview Preparation Tips

Interview preparation tips for other job seekers - Interview is very simple. You just basic knowledge of stock market you can easily clear the interview. You have to talk positive and clear.

Relationship Manager Interview Questions & Answers

user image YADAV VINOD UMASHANKAR

posted on 31 Aug 2023

Interview experience
4
Good
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Company Website and was interviewed before Aug 2022. There were 2 interview rounds.

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. Introduction questions
  • Q2. Communication skills and sales

Interview Preparation Tips

Topics to prepare for HDFC Securities Relationship Manager interview:
  • Sales
Interview preparation tips for other job seekers - Person from sales background and insurance are selected on priority basis

HDFC Securities Interview FAQs

How many rounds are there in HDFC Securities Relationship Manager interview?
HDFC Securities interview process usually has 1-2 rounds. The most common rounds in the HDFC Securities interview process are HR, Resume Shortlist and One-on-one Round.
How to prepare for HDFC Securities 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 HDFC Securities. The most common topics and skills that interviewers at HDFC Securities expect are NISM, Relationship Management, Mutual Funds, Trading and Equity.
What are the top questions asked in HDFC Securities Relationship Manager interview?

Some of the top questions asked at the HDFC Securities Relationship Manager interview -

  1. Have you visited hdfc website. What you observe the...read more
  2. Difference between mutual fund and derivati...read more
  3. What is the time of relationship manager profile in hdfc securi...read more
How long is the HDFC Securities Relationship Manager interview process?

The duration of HDFC Securities Relationship Manager interview process can vary, but typically it takes about less than 2 weeks to complete.

Tell us how to improve this page.

HDFC Securities Relationship Manager Interview Process

based on 13 interviews

3 Interview rounds

  • Resume Shortlist Round
  • HR Round
  • Personal Interview1 Round
View more

Fast track your campus placements

View all
HDFC Securities Relationship Manager Salary
based on 1k salaries
₹1.2 L/yr - ₹6.5 L/yr
32% less than the average Relationship Manager Salary in India
View more details

HDFC Securities Relationship Manager Reviews and Ratings

based on 263 reviews

3.5/5

Rating in categories

3.5

Skill development

3.0

Work-life balance

3.3

Salary

3.5

Job security

3.1

Company culture

2.9

Promotions

3.0

Work satisfaction

Explore 263 Reviews and Ratings
Relationship Manager
1k salaries
unlock blur

₹1.2 L/yr - ₹6.5 L/yr

Assistant Manager
488 salaries
unlock blur

₹2.4 L/yr - ₹8 L/yr

Digital Relationship Manager
273 salaries
unlock blur

₹1.4 L/yr - ₹5 L/yr

Deputy Manager
261 salaries
unlock blur

₹3.2 L/yr - ₹10.2 L/yr

Area Sales Manager
250 salaries
unlock blur

₹2.6 L/yr - ₹8.1 L/yr

Explore more salaries
Compare HDFC Securities with

Kotak Securities

3.6
Compare

Upstox

3.7
Compare

Axis Direct

3.8
Compare

ICICI Securities

3.9
Compare
Did you find this page helpful?
Yes No
write
Share an Interview