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ICICI Prudential Mutual Fund Customer Relationship Manager Interview Questions and Answers

Updated 19 May 2024

ICICI Prudential Mutual Fund Customer Relationship Manager Interview Experiences

1 interview found

Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
-
Round 1 - HR 

(2 Questions)

  • Q1. What is PE ratio
  • Ans. 

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

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

    • It is used by investors to determine if a stock is overvalued or undervalued

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

  • Answered by AI
  • Q2. Types of mutual fund
  • Ans. 

    Types of mutual funds include equity funds, debt funds, balanced funds, and index funds.

    • Equity funds invest in stocks and have higher potential returns but also higher risk.

    • Debt funds invest in fixed-income securities like bonds and are considered lower risk.

    • Balanced funds invest in a mix of stocks and bonds to provide a balance of risk and return.

    • Index funds track a specific market index and aim to replicate its perfo...

  • Answered by AI

Interview questions from similar companies

I applied via Referral and was interviewed in Feb 2021. There was 1 interview round.

Interview Questionnaire 

1 Question

  • Q1. Online test 70 question

Interview Preparation Tips

Interview preparation tips for other job seekers - Nothing

I applied via Naukri.com and was interviewed in Jul 2020. There were 3 interview rounds.

Interview Questionnaire 

1 Question

  • Q1. Tell me about yourself. Your career so far. Strength and weakness.
  • Ans. 

    I have a background in retail management with a focus on customer service. My strengths include leadership and problem-solving skills, while my weakness is sometimes being too detail-oriented.

    • Background in retail management

    • Strong focus on customer service

    • Leadership skills demonstrated through successful team management

    • Problem-solving skills showcased through resolving customer complaints

    • Weakness in being overly detail-...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Just be calm and present yourself as you are

I applied via Recruitment Consultant and was interviewed before Sep 2020. There were 3 interview rounds.

Interview Questionnaire 

1 Question

  • Q1. Why do you want to join kotak securities?
  • Ans. 

    I want to join Kotak Securities for its innovative approach, strong market presence, and commitment to client success.

    • Kotak Securities has a strong reputation in the financial services industry, which aligns with my career goals.

    • The company's focus on technology and innovation, such as its user-friendly trading platform, excites me.

    • I admire Kotak's commitment to customer service and financial literacy, which resonates ...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Don't panic.keep calm.all the best

I applied via Walk-in and was interviewed before Apr 2021. There was 1 interview round.

Round 1 - One-on-one 

(1 Question)

  • Q1. Experience previous organization related questions

Interview Preparation Tips

Interview preparation tips for other job seekers - As per resume question and Educational information

I applied via Walk-in and was interviewed in Dec 2019. There were 3 interview rounds.

Interview Questionnaire 

3 Questions

  • Q1. Tell me about ur self and ur previous experience?
  • Q2. Why u want to join kotak?
  • Q3. Are u ready to do hard work in sales?

Interview Preparation Tips

Interview preparation tips for other job seekers - Should be confidence when giving answer.
Should be cool.
Should be smiling face.

I applied via Referral and was interviewed before Jun 2020. There was 1 interview round.

Interview Questionnaire 

4 Questions

  • Q1. About past experience of working
  • Q2. How will i manage myself in hard time
  • Q3. How will i precise sales numbers in organisation
  • Ans. 

    To precisely track sales numbers in an organization, it is important to implement effective data collection methods and utilize analytical tools.

    • Implement a robust CRM system to track sales activities and customer interactions.

    • Train sales teams to accurately record and update sales data in the CRM system.

    • Utilize data analytics tools to analyze sales trends, identify patterns, and forecast future sales.

    • Regularly review ...

  • Answered by AI
  • Q4. How i will achieve my KRA

Interview Preparation Tips

Interview preparation tips for other job seekers - Just be what you are .Be stressfree ,
All HR and Managers are too supportive here ..
All The best Crack it

I applied via Naukri.com and was interviewed before Jul 2021. There were 2 interview rounds.

Round 1 - Technical 

(1 Question)

  • Q1. About stocks and mutual funds
Round 2 - HR 

(1 Question)

  • Q1. Tell me about yourself

Interview Preparation Tips

Interview preparation tips for other job seekers - A good company to work with with good working environment

I applied via Referral and was interviewed in Nov 2019. There were 4 interview rounds.

Interview Questionnaire 

9 Questions

  • Q1. Basics of stock market ( stock, Mf, IPO, FPO, PMS)
  • Q2. Previous experience detail ( key responsibilities)
  • Ans. 

    Managed team of 10 sales associates, created and implemented sales strategies, conducted performance evaluations

    • Managed a team of 10 sales associates

    • Created and implemented sales strategies to increase revenue

    • Conducted performance evaluations to assess team's progress

    • Collaborated with marketing department to develop promotional campaigns

  • Answered by AI
  • Q3. Why kotak securities?
  • Ans. 

    Kotak Securities is a leading financial services company with a strong reputation and commitment to customer satisfaction.

    • Kotak Securities has a proven track record of success in the financial services industry

    • The company is known for its innovative products and services

    • Kotak Securities has a strong commitment to customer satisfaction and building long-term relationships

    • The company offers excellent career growth opport...

  • Answered by AI
  • Q4. Self Introduction
  • Q5. Details of previous company brokerage detail?
  • Ans. 

    I worked at XYZ brokerage firm for 3 years, specializing in commercial real estate transactions.

    • Managed a portfolio of high-net-worth clients

    • Negotiated lease agreements and property sales

    • Developed marketing strategies to attract new clients

    • Collaborated with legal and financial teams on complex deals

  • Answered by AI
  • Q6. Benefits of demat saving?
  • Ans. 

    Demat saving offers a range of benefits for investors.

    • Eliminates the risk of loss, theft or damage of physical share certificates

    • Facilitates easy and quick transfer of securities

    • Reduces paperwork and transaction costs

    • Enables investors to hold a variety of securities in a single account

    • Provides access to real-time information and updates on investments

  • Answered by AI
  • Q7. Intraday, Delivery, ETF, Commodities?
  • Q8. What about salary? How much u want?
  • Q9. Family background?
  • Ans. 

    My family background is diverse and supportive, with a mix of professions and interests.

    • My parents are both educators, instilling in me a love for learning and teaching.

    • I have a sibling who works in finance, providing a different perspective on business and management.

    • My extended family includes artists, engineers, and healthcare professionals, giving me a well-rounded view of various industries.

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - 1) Always be Confident.
2) Think that way..if they hire us ..its there benefit..if they don't..its there loss.( believe in your capabilities).
3) Dressed properly (Formals) it looks like Good Manager.
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 Oct 2022. There were 2 interview rounds.

Round 1 - One-on-one 

(1 Question)

  • Q1. About job related
Round 2 - HR 

(1 Question)

  • Q1. Salary discussion

ICICI Prudential Mutual Fund Interview FAQs

How many rounds are there in ICICI Prudential Mutual Fund Customer Relationship Manager interview?
ICICI Prudential Mutual Fund interview process usually has 1 rounds. The most common rounds in the ICICI Prudential Mutual Fund interview process are HR.
What are the top questions asked in ICICI Prudential Mutual Fund Customer Relationship Manager interview?

Some of the top questions asked at the ICICI Prudential Mutual Fund Customer Relationship Manager interview -

  1. What is PE ra...read more
  2. Types of mutual f...read more

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ICICI Prudential Mutual Fund Customer Relationship Manager Interview Process

based on 1 interview

Interview experience

5
  
Excellent
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ICICI Prudential Mutual Fund Customer Relationship Manager Salary
based on 13 salaries
₹3.2 L/yr - ₹6 L/yr
21% more than the average Customer Relationship Manager Salary in India
View more details

ICICI Prudential Mutual Fund Customer Relationship Manager Reviews and Ratings

based on 2 reviews

3.6/5

Rating in categories

4.3

Skill development

3.6

Work-life balance

2.2

Salary

3.6

Job security

2.6

Company culture

2.2

Promotions

2.6

Work satisfaction

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