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ICICI Securities Senior Relationship Manager Interview Questions and Answers for Freshers

Updated 24 Dec 2024

ICICI Securities Senior Relationship Manager Interview Experiences for Freshers

8 interviews found

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

I applied via Campus Placement and was interviewed before Jan 2022. There were 4 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 

Everyone have to clear aptitude test for selecting in interview round,

In aptitude test questions ask like maths, English, general ability

Round 3 - HR 

(1 Question)

  • Q1. Basic questions they ask like family, background, about studies.
Round 4 - Technical 

(1 Question)

  • Q1. They ask questions about your work experience, about your studies what you understand and test your IQ also gives you case study.

Interview Preparation Tips

Interview preparation tips for other job seekers - Prepare what you study, Study about situational base questions

Interview Questionnaire 

1 Question

  • Q1. Basically they asked financial product Eg.. Mutual fund,Debt , equity,

Senior Relationship Manager Interview Questions Asked at Other Companies for Fresher

Q1. Difference between Participating product &non participating p ... read more
Q2. What would be your perspective about the portfolio of a client if ... read more
asked in Axis Bank
Q3. How you are going to convince the customer to deal with the produ ... read more
Q4. What do you understand by Financial Planning?
Q5. Difference between product & service?

I applied via Campus Placement and was interviewed in Mar 2021. There was 1 interview round.

Interview Questionnaire 

1 Question

  • Q1. Firstly they will ask for intro, family background. Then they will ask things from CV, then they will move toward questions related to finance like- debt, equity, derivatives, mutual fund, demat, stock ma...

Interview Preparation Tips

Interview preparation tips for other job seekers - Be calm be cool, just make sure you have entered thoese things in cv which you are aware of and have basic knowledge of financial terms.

I applied via Campus Placement and was interviewed before Aug 2020. There was 1 interview round.

Interview Questionnaire 

4 Questions

  • Q1. Long term goals
  • Q2. Why sales and why ICICI securities
  • Ans. 

    I have a passion for sales and ICICI Securities is a reputable organization with a strong track record.

    • I enjoy the challenge of meeting sales targets and building relationships with clients.

    • ICICI Securities has a strong reputation in the industry and a proven track record of success.

    • The company offers excellent training and development opportunities for its employees.

    • ICICI Securities has a diverse range of products and...

  • Answered by AI
  • Q3. Family background
  • Q4. About internship

Interview Preparation Tips

Interview preparation tips for other job seekers - Be confident

ICICI Securities interview questions for designations

 Relationship Manager

 (22)

 Chief Relationship Manager

 (5)

 Equity Relationship Manager

 (6)

 Branch Manager

 (1)

 Relationship Manager Sales

 (1)

 Client Relationship Manager

 (1)

 Chief Branch Manager

 (2)

 Senior Sales Manager

 (4)

I applied via Campus Placement and was interviewed before Apr 2020. There was 1 interview round.

Interview Questionnaire 

1 Question

  • Q1. Asked about the Introduction, internship, my goal in life & why ICICI.

Interview Preparation Tips

Interview preparation tips for other job seekers - Rather than elaborating too much it's better if I would highlight some points that I followed during my interviews..
1) When you first enter the room from that point onwards interviewer starts to judge you & it would take around 2 to 3 mins to make their mind whether they will hire you or not. So beginning is very important..
2) Prepare a good introduction speech. This is something which you are bound to face every time.
3) Be ready to clarify each and every point mentioned in your CV. Go through your CV multiple times.
4) Be confident in your answers along with a smile always. A winning smile with confidence can win an interview.
5) Whatever project report you will submit, you should be very clear in that.
6) Be honest with your answers as well. Always portray true version of yourself.
Thats all folks!!!

I applied via Campus Placement and was interviewed before Mar 2020. There were 4 interview rounds.

Interview Questionnaire 

1 Question

  • Q1. Easy questions

Interview Preparation Tips

Interview preparation tips for other job seekers - Ask for detail profile. They don’t disclose about selling of insurances neither opening of demant accounts

I applied via Campus Placement and was interviewed before Jan 2019. There were 3 interview rounds.

Interview Questionnaire 

3 Questions

  • Q1. Tell us about ICICI Direct company and your perspective about the stock market?
  • Ans. 

    ICICI Direct is a leading online trading platform in India. Stock market is a dynamic platform for buying and selling securities.

    • ICICI Direct is a subsidiary of ICICI Bank, offering online trading services for stocks, commodities, and mutual funds.

    • The stock market is a platform where investors buy and sell shares of publicly traded companies, aiming to generate profits.

    • Market trends, economic indicators, and company pe...

  • Answered by AI
  • Q2. What do you understand by Financial Planning?
  • Ans. 

    Financial planning is the process of setting financial goals, creating a plan to achieve them, and regularly reviewing and adjusting the plan.

    • It involves assessing current financial situation

    • Setting financial goals

    • Creating a plan to achieve those goals

    • Regularly reviewing and adjusting the plan

    • Involves budgeting, saving, investing, and managing debt

    • Examples include retirement planning, education planning, estate plannin

  • Answered by AI
  • Q3. What would be your perspective about the portfolio of a client if it's in losses and what action you would take?
  • Ans. 

    Assess the portfolio and take corrective actions to minimize losses.

    • Analyze the portfolio to identify the root cause of losses

    • Review the investment strategy and risk tolerance of the client

    • Recommend diversification of the portfolio to minimize risk

    • Suggest rebalancing the portfolio to align with the client's investment goals

    • Provide regular updates and communicate with the client to ensure transparency

    • Consider the market...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Just be honest and passionate about whatever you want to do. If you know something you do if you don't just admit.

I applied via Campus Placement and was interviewed before Feb 2018. There were 3 interview rounds.

Interview Questionnaire 

2 Questions

  • Q1. 1-Tell me about yourself ? 2- why should we hire you? 3- Discussion on projects i done in MBA
  • Ans. 

    I am an experienced senior relationship manager with a strong background in building and maintaining client relationships.

    • Extensive experience in managing high-value client portfolios

    • Proven track record of exceeding sales targets and driving revenue growth

    • Strong interpersonal and communication skills

    • Expertise in financial analysis and risk management

    • Ability to identify and capitalize on business opportunities

    • Excellent

  • Answered by AI
  • Q2. All they need from a candidate is confidence

Interview Preparation Tips

Round: Group Discussion
Experience: Marketing vs Finance

General Tips: Though being working in a brokerage house, you will be more forced to sell INSURANCE, you wont feel like a STOCK BROKER, you will feel like a LIC AGENT while working.
all promotion and incentives are based upon achievement of INSURANCE target.
so be careful before selecting this company.
Skills: Communication, Body Language, Presentation Skills
Duration: <1 week
College Name: Sardar Patel University

Interview questions from similar companies

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

Interview Questionnaire 

5 Questions

  • Q1. Why I want to switch?
  • Q2. About your self.
  • Q3. Explain corporate actions and it’s types with examples
  • Ans. 

    Corporate actions are events initiated by a company that can affect its stock price and shareholders.

    • Types of corporate actions include dividends, stock splits, mergers and acquisitions, spin-offs, and rights issues.

    • Dividends are payments made to shareholders from a company's profits.

    • Stock splits increase the number of shares outstanding while decreasing the price per share.

    • Mergers and acquisitions involve the combinat...

  • Answered by AI
  • Q4. What are bonds and it’s types
  • Q5. Types of swift and how it read it. Like its fields.
  • Ans. 

    Swift is a messaging system used for financial transactions. It has different types and fields for message processing.

    • Swift messages are categorized into 5 types - MT0xx, MT1xx, MT2xx, MT3xx, and MT9xx

    • Each type has its own set of fields for message processing

    • For example, MT103 is used for Single Customer Credit Transfer and has fields like Sender's Reference, Receiver's Reference, Amount, Currency, etc.

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Always read your resume in and out.
Describe your current job well.
Always read about the job your applying.
Be confident and honest

Skills evaluated in this interview

Interview Questionnaire 

6 Questions

  • Q1. Effect of currency depreciation
  • Ans. 

    Currency depreciation can have various effects on the economy and businesses.

    • Currency depreciation can make exports cheaper and imports more expensive, leading to an increase in exports and a decrease in imports.

    • It can boost tourism as foreign visitors find the destination more affordable.

    • Currency depreciation can also increase the cost of imported goods and raw materials, potentially leading to inflation.

    • It can make f...

  • Answered by AI
  • Q2. Importance of Balance of Payment
  • Ans. 

    Balance of payment is important for assessing a country's economic health and its international transactions.

    • Balance of payment helps in understanding a country's trade position with the rest of the world.

    • It provides insights into the inflow and outflow of foreign currency, which impacts exchange rates.

    • A positive balance of payment indicates that a country is earning more from exports than spending on imports.

    • A negativ...

  • Answered by AI
  • Q3. Probability based questions
  • Q4. Your best quality
  • Ans. 

    My best quality is my ability to effectively communicate and collaborate with others.

    • Strong communication skills

    • Excellent interpersonal skills

    • Ability to work well in a team

    • Active listening

    • Conflict resolution

    • Empathy and understanding

    • Clear and concise verbal and written communication

    • Building positive relationships

    • Providing constructive feedback

    • Facilitating effective meetings

  • Answered by AI
  • Q5. How you handle stress
  • Ans. 

    I handle stress by prioritizing tasks, taking breaks, and practicing mindfulness.

    • I prioritize tasks based on deadlines and importance

    • I take short breaks to clear my mind and recharge

    • I practice mindfulness techniques such as deep breathing or meditation

    • I seek support from colleagues or supervisors when needed

  • Answered by AI
  • Q6. Calculate the total no.of accounts that a new bank card get.
  • Ans. 

    The total number of accounts a new bank card can get depends on various factors such as customer demand, marketing efforts, and eligibility criteria.

    • The number of accounts can vary based on the type of bank card (e.g., credit card, debit card)

    • Customer demand and marketing efforts play a significant role in acquiring new accounts

    • Eligibility criteria, such as credit score and income, may determine the number of accounts ...

  • Answered by AI

Interview Preparation Tips

Round: Resume Shortlist
Tips: Keep the resume short and to the point

Round: Test
Experience: Online test on the lines of common entrance exam with certain questions specific to finance field. And basically tested the general aptitude
Duration: 1 hour 30 minutes
Total Questions: 30

ICICI Securities Interview FAQs

How many rounds are there in ICICI Securities Senior Relationship Manager interview for freshers?
ICICI Securities interview process for freshers usually has 4 rounds. The most common rounds in the ICICI Securities interview process for freshers are Resume Shortlist, Aptitude Test and HR.
How to prepare for ICICI Securities Senior Relationship Manager interview for freshers?
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 ICICI Securities. The most common topics and skills that interviewers at ICICI Securities expect are Relationship Management, Analytical skills, Finance, Investment Advisory and Life Insurance.
What are the top questions asked in ICICI Securities Senior Relationship Manager interview for freshers?

Some of the top questions asked at the ICICI Securities Senior Relationship Manager interview for freshers -

  1. What would be your perspective about the portfolio of a client if it's in losse...read more
  2. What do you understand by Financial Planni...read more
  3. Why sales and why ICICI securit...read more

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ICICI Securities Senior Relationship Manager Interview Process for Freshers

based on 1 interview

Interview experience

4
  
Good
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ICICI Securities Senior Relationship Manager Salary
based on 1k salaries
₹2.2 L/yr - ₹6 L/yr
26% less than the average Senior Relationship Manager Salary in India
View more details

ICICI Securities Senior Relationship Manager Reviews and Ratings

based on 350 reviews

3.5/5

Rating in categories

3.9

Skill development

3.0

Work-life balance

3.1

Salary

3.6

Job security

3.3

Company culture

3.2

Promotions

2.9

Work satisfaction

Explore 350 Reviews and Ratings
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