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

Updated 28 May 2024

Top ICICI Prudential Mutual Fund Relationship Manager Interview Questions and Answers

  • Q1. Current market situation. Whether to invest or not. Where to invest.
  • Q2. How we can suggest mutual funds and address them the benefits and why
  • Q3. What you can do to increase your customer base including AUM?
View all 8 questions

ICICI Prudential Mutual Fund Relationship Manager Interview Experiences

19 interviews found

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

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

Round 1 - One-on-one 

(1 Question)

  • Q1. About mutual fund, market update, funds,history of icici prudential amc

I applied via Naukri.com and was interviewed in Jan 2022. There were 4 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 - HR 

(4 Questions)

  • Q1. What are your salary expectations?
  • Q2. Why are you looking for a change?
  • Q3. What are your strengths and weaknesses?
  • Q4. Tell me about yourself.
Round 3 - One-on-one 

(1 Question)

  • Q1. All Mutual fund and current organization work style related question.
Round 4 - One-on-one 

(1 Question)

  • Q1. Self introduction and work experience

Interview Preparation Tips

Interview preparation tips for other job seekers - Product knowledge and market scenario comments .

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

I applied via Referral and was interviewed before Oct 2022. There was 1 interview round.

Round 1 - Technical 

(3 Questions)

  • Q1. General market outlook
  • Q2. Funds details of ICICI amc
  • Q3. Debt market outlook

I applied via Recruitment Consulltant and was interviewed in Aug 2021. There was 1 interview round.

Round 1 - One-on-one 

(2 Questions)

  • Q1. Should have knowledge of stock market and the mutual funds and why it is better for investment .
  • Q2. How we can suggest mutual funds and address them the benefits and why
  • Ans. 

    We can suggest mutual funds by understanding the client's financial goals and risk tolerance, and highlighting the benefits of diversification and professional management.

    • Assess the client's financial goals and risk tolerance

    • Explain the benefits of diversification and how mutual funds achieve it

    • Highlight the advantages of professional management and access to a wide range of investments

    • Provide examples of successful mu...

  • Answered by AI

Interview Preparation Tips

Topics to prepare for ICICI Prudential Mutual Fund Relationship Manager interview:
  • Stock Market
  • Mutual Funds
Interview preparation tips for other job seekers - All the members are good to the process of conducting to onboarding journey into the Big player in the mutual fund advisory industry ICICI prudential Asset management company . And the most i get assistance from Avni consulting specially Taru and my recruiting manager Chhama agrawal .
She is kind and helpful to the process

ICICI Prudential Mutual Fund interview questions for designations

 Senior Relationship Manager

 (1)

 Virtual Relationship Manager

 (5)

 Branch Relationship Manager

 (1)

 Branch Manager

 (1)

 Customer Relationship Manager

 (1)

 Unit Sales Manager

 (1)

 Relationship Executive

 (7)

 Wealth Manager

 (1)

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

Round 1 - Group Discussion 

Simple topics such as online classes vs offline classes, group of more than 5 candidates

Round 2 - One-on-one 

(2 Questions)

  • Q1. Tell me something about your self
  • Q2. Why do you want to join sales

Interview Preparation Tips

Interview preparation tips for other job seekers - Be prepared for questions like why do you want to join sales and icici prudential, be confident, prepare your introduction in well manner

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

I applied via Referral and was interviewed in Mar 2021. There were 3 interview rounds.

Interview Questionnaire 

2 Questions

  • Q1. Current market situation. Whether to invest or not. Where to invest.
  • Ans. 

    Investing in the current market requires careful analysis of the economic situation and individual risk tolerance.

    • Consider the current economic indicators such as GDP growth, inflation, and interest rates

    • Assess your own risk tolerance and investment goals

    • Diversify your portfolio to mitigate risk

    • Consider investing in sectors that are performing well, such as technology or healthcare

    • Consult with a financial advisor for p

  • Answered by AI
  • Q2. Would also ask you to pitch the fund of your current company.

Interview Preparation Tips

Interview preparation tips for other job seekers - Always be straight to answer. If you don’t know something, say it. Never try to lie about the ans in the hope that this might be right.
Never say any number in “1.4 something” be specific.

Interview Questionnaire 

6 Questions

  • Q1. Equity market updates
  • Q2. Debt market updates
  • Q3. Previous company's fund knowledge
  • Q4. What you sold in previous company and why
  • Q5. How will you do business if you get choosen
  • Q6. Knowledge testing of competition product.

I applied via Company Website and was interviewed before Feb 2021. There were 3 interview rounds.

Round 1 - Aptitude Test 
Round 2 - Case Study 
Round 3 - Group Discussion 

In 2nd round I had faced team they asked me about my goal aim and work profile then they want to know about product

Interview Preparation Tips

Interview preparation tips for other job seekers - Firstly we should have confidence and blieve in our self, just do your best like product presentation your skills your introduction should be impres your selectors, they are many tips for you all you can also connect with me in Instagram mr_perfect_aryan

I applied via Recruitment Consultant and was interviewed before Jan 2020. There was 1 interview round.

Interview Questionnaire 

2 Questions

  • Q1. Can you relocate?
  • Q2. Truth check

Interview Preparation Tips

Interview preparation tips for other job seekers - Always ready for relocate

ICICI Prudential Mutual Fund Interview FAQs

How many rounds are there in ICICI Prudential Mutual Fund Relationship Manager interview?
ICICI Prudential Mutual Fund interview process usually has 2-3 rounds. The most common rounds in the ICICI Prudential Mutual Fund interview process are One-on-one Round, Resume Shortlist and HR.
What are the top questions asked in ICICI Prudential Mutual Fund Relationship Manager interview?

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

  1. Current market situation. Whether to invest or not. Where to inve...read more
  2. How we can suggest mutual funds and address them the benefits and ...read more
  3. What you can do to increase your customer base including A...read more
How long is the ICICI Prudential Mutual Fund Relationship Manager interview process?

The duration of ICICI Prudential Mutual Fund Relationship Manager interview process can vary, but typically it takes about less than 2 weeks to complete.

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ICICI Prudential Mutual Fund Relationship Manager Interview Process

based on 15 interviews

3 Interview rounds

  • One-on-one Round - 1
  • One-on-one Round - 2
  • HR Round
View more
ICICI Prudential Mutual Fund Relationship Manager Salary
based on 1.1k salaries
₹2.2 L/yr - ₹8 L/yr
At par with the average Relationship Manager Salary in India
View more details

ICICI Prudential Mutual Fund Relationship Manager Reviews and Ratings

based on 259 reviews

3.7/5

Rating in categories

3.8

Skill development

3.7

Work-life balance

3.3

Salary

3.7

Job security

3.6

Company culture

3.1

Promotions

3.4

Work satisfaction

Explore 259 Reviews and Ratings
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