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ICICI Prudential Mutual Fund Relationship Executive Interview Questions, Process, and Tips

Updated 8 Oct 2024

Top ICICI Prudential Mutual Fund Relationship Executive Interview Questions and Answers

View all 6 questions

ICICI Prudential Mutual Fund Relationship Executive Interview Experiences

7 interviews found

Interview experience
3
Average
Difficulty level
-
Process Duration
-
Result
-
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 - HR 

(1 Question)

  • Q1. HR asked basic questions about mutual fund
Round 3 - One-on-one 

(1 Question)

  • Q1. About previous job and mutual fund
Interview experience
4
Good
Difficulty level
Moderate
Process Duration
2-4 weeks
Result
Selected Selected

I applied via LinkedIn and was interviewed before Aug 2023. There was 1 interview round.

Round 1 - One-on-one 

(3 Questions)

  • Q1. What is LTCG and STCG?
  • Ans. 

    LTCG stands for Long Term Capital Gains and STCG stands for Short Term Capital Gains.

    • LTCG is the profit made from selling an asset held for more than one year.

    • STCG is the profit made from selling an asset held for one year or less.

    • LTCG is taxed at a lower rate than STCG in many countries.

    • Example: Selling a stock held for 2 years results in LTCG, while selling a stock held for 6 months results in STCG.

  • Answered by AI
  • Q2. Different types of debt mutual funds
  • Ans. 

    Different types of debt mutual funds include liquid funds, ultra short-term funds, short-term funds, income funds, and gilt funds.

    • Liquid funds invest in short-term money market instruments with high liquidity.

    • Ultra short-term funds invest in debt securities with a slightly longer maturity than liquid funds.

    • Short-term funds invest in debt securities with a maturity of 1-3 years.

    • Income funds invest in a mix of debt secur...

  • Answered by AI
  • Q3. Different types of ratios?
  • Ans. 

    Different types of ratios include liquidity ratios, profitability ratios, efficiency ratios, and solvency ratios.

    • Liquidity ratios measure a company's ability to pay off short-term debts.

    • Profitability ratios assess a company's ability to generate profit.

    • Efficiency ratios evaluate how well a company utilizes its assets.

    • Solvency ratios indicate a company's ability to meet long-term obligations.

    • Examples include current rat...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Know everything about mutual funds.

Relationship Executive Interview Questions Asked at Other Companies

Q1. Are you able to handle large amount of cash and gold?
asked in HDFC Bank
Q2. Do you know the difference between LI and GI?
Q3. How will you invest your money to generate moderate returns?
Q4. What can you do to increase companies profit
asked in CSB Bank
Q5. How many Currency Notes Printing places
Interview experience
5
Excellent
Difficulty level
Easy
Process Duration
2-4 weeks
Result
Selected Selected

I applied via Referral and was interviewed before Oct 2023. There was 1 interview round.

Round 1 - HR 

(3 Questions)

  • Q1. Current market outlook
  • Ans. 

    The current market outlook is uncertain due to various factors such as global economic conditions, geopolitical tensions, and the ongoing COVID-19 pandemic.

    • Global economic conditions are volatile, with trade tensions between major economies impacting market sentiment.

    • Geopolitical tensions, such as the US-China trade war and Brexit negotiations, are adding to market uncertainty.

    • The COVID-19 pandemic has disrupted global...

  • Answered by AI
  • Q2. What do you know abt stock market.
  • Ans. 

    The stock market is a platform where securities like stocks and bonds are bought and sold.

    • Stock market is a place where investors buy and sell shares of publicly traded companies.

    • Prices of stocks are determined by supply and demand.

    • Investors can make profits by buying low and selling high.

    • Stock market indices like S&P 500 and Dow Jones Industrial Average track the performance of the market.

    • Factors like economic indicat...

  • Answered by AI
  • Q3. Know abt nism VA exam

Interview Preparation Tips

Interview preparation tips for other job seekers - Just basic knowledge abt market nd hit news
Interview experience
3
Average
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

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

Round 1 - HR 

(2 Questions)

  • Q1. Tell me about yourself
  • Ans. 

    I am a dedicated Relationship Executive with a passion for building strong connections and providing exceptional customer service.

    • Experienced in cultivating and maintaining relationships with clients

    • Skilled in identifying customer needs and providing tailored solutions

    • Excellent communication and interpersonal skills

    • Proven track record of meeting and exceeding sales targets

  • Answered by AI
  • Q2. Why we should hire you
  • Ans. 

    I am a dedicated and experienced professional with a proven track record of building strong relationships and exceeding targets.

    • I have a strong background in sales and customer service, which are essential skills for a Relationship Executive role.

    • I am highly organized and detail-oriented, ensuring that all client needs are met efficiently and effectively.

    • I have a natural ability to connect with people and build rapport...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - ICICI Pru AMC is more aggressive for sales output, company culture may or may not be acceptable by conservative mindset people

ICICI Prudential Mutual Fund interview questions for designations

 Customer Relationship Manager

 (1)

 Relationship Manager

 (19)

 Virtual Relationship Manager

 (5)

 Senior Relationship Manager

 (1)

 Branch Relationship Manager

 (1)

 Sales Executive

 (1)

 Rm Executive

 (1)

 Executive Assistant to CEO

 (1)

I applied via Referral and was interviewed in Mar 2022. There was 1 interview round.

Round 1 - One-on-one 

(3 Questions)

  • Q1. Previous experiences questions mutual funds
  • Q2. Like kyc fatca nism redemption switch Swp
  • Q3. Hr round this is last

Interview Preparation Tips

Interview preparation tips for other job seekers - Keep cool Clam And references work

Get interview-ready with Top ICICI Prudential Mutual Fund Interview Questions

I applied via Referral and was interviewed in Aug 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 - Aptitude Test 

Work discusson and how to creat business

Round 3 - Group Discussion 

Discussion about fund and explain your behavior in customer and advisor

Interview Preparation Tips

Interview preparation tips for other job seekers - Gys please keep in mind focused on your work or explain smartly your work

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

Interview Questionnaire 

2 Questions

  • Q1. 1)About Market and mutual funds
  • Q2. 2) How to analyse a mutual fund
  • Ans. 

    To analyse a mutual fund, one needs to look at its past performance, expense ratio, investment strategy, and risk profile.

    • Check the fund's historical returns and compare them to its benchmark index

    • Evaluate the fund's expense ratio and ensure it is not too high

    • Understand the fund's investment strategy and ensure it aligns with your investment goals

    • Assess the fund's risk profile and ensure it matches your risk tolerance

    • C...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Always do your preparation on subject knowledge, market outlook and read market and business news

Interview questions from similar companies

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

I applied via Referral and was interviewed before Sep 2023. There was 1 interview round.

Round 1 - Technical 

(2 Questions)

  • Q1. All Related to Stock Market
  • Q2. Equity - Mutual Fund - F&O

I applied via Referral and was interviewed in Oct 2020. There were 5 interview rounds.

Interview Questionnaire 

2 Questions

  • Q1. I was asked did you marry?
  • Q2. It is a very tough job !

Interview Preparation Tips

Interview preparation tips for other job seekers - Be confident! tell them I am ready to work very hard.

I applied via Referral

Interview Questionnaire 

2 Questions

  • Q1. Do you know about Customer KYC and GST ?
  • Ans. 

    Yes, Customer KYC and GST are important concepts in the banking and financial industry.

    • Customer KYC (Know Your Customer) is a process followed by banks and financial institutions to verify the identity and address of their customers.

    • It involves collecting and verifying various documents such as identity proof, address proof, and photograph of the customer.

    • Customer KYC helps in preventing identity theft, fraud, and mone...

  • Answered by AI
  • Q2. What do you know about current market situation
  • Ans. 

    The current market situation is highly volatile due to the ongoing pandemic and economic uncertainties.

    • The COVID-19 pandemic has significantly impacted global markets.

    • Stock markets have experienced extreme volatility.

    • Many businesses have faced challenges and closures.

    • Unemployment rates have risen in several countries.

    • Government stimulus packages have been implemented to support economies.

    • Digital transformation and e-co...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Be confident and don't tell a lie. Be honest and serious about your work collect information about the institution in which you are going to attend interview.

ICICI Prudential Mutual Fund Interview FAQs

How many rounds are there in ICICI Prudential Mutual Fund Relationship Executive interview?
ICICI Prudential Mutual Fund interview process usually has 1-2 rounds. The most common rounds in the ICICI Prudential Mutual Fund interview process are One-on-one Round, HR and Resume Shortlist.
What are the top questions asked in ICICI Prudential Mutual Fund Relationship Executive interview?

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

  1. 2) How to analyse a mutual fu...read more
  2. What do you know abt stock mark...read more
  3. What is LTCG and ST...read more

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ICICI Prudential Mutual Fund Relationship Executive Interview Process

based on 4 interviews

Interview experience

3.8
  
Good
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ICICI Prudential Mutual Fund Relationship Executive Salary
based on 316 salaries
₹2.5 L/yr - ₹5 L/yr
45% more than the average Relationship Executive Salary in India
View more details

ICICI Prudential Mutual Fund Relationship Executive Reviews and Ratings

based on 69 reviews

3.9/5

Rating in categories

4.0

Skill development

3.5

Work-life balance

3.0

Salary

3.8

Job security

3.7

Company culture

3.1

Promotions

3.3

Work satisfaction

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