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ICICI Securities Senior Relationship Manager Interview Questions, Process, and Tips
Top ICICI Securities Senior Relationship Manager Interview Questions and Answers
- Q1. What would be your perspective about the portfolio of a client if it's in losses and what action you would take?
- Q2. What do you understand by Financial Planning?
- Q3. Stock price of icici and full form of icici
ICICI Securities Senior Relationship Manager Interview Experiences
21 interviews found
Anonymous
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...
- 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
- 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...
Interview Preparation Tips
(3 Questions)
- Q1. Self Introduction
- Q2. Why you want to sales job role
- Q3. Weakness and strength
Interview Preparation Tips
(1 Question)
- Q1. Personal details
(1 Question)
- Q1. Regarding product
Selected
I applied via Campus Placement and was interviewed before Dec 2023. There was 1 interview round.
(2 Questions)
- Q1. Introduction about yourself
- Q2. What is nifty
(1 Question)
- Q1. Tell me about yourself
Junk food vs home food
Selected
I applied via Naukri.com and was interviewed before Oct 2023. There were 2 interview rounds.
(1 Question)
- Q1. Basic Stock Market related questions
(1 Question)
- Q1. Basic Questions about Market
Selected
I applied via campus placement at IBS Mumbai, Mumbai and was interviewed before Jan 2022. There were 4 interview rounds.
Everyone have to clear aptitude test for selecting in interview round,
In aptitude test questions ask like maths, English, general ability
(1 Question)
- Q1. Basic questions they ask like family, background, about studies.
(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
General aptitude test will be taken.
Case study related GD
They will give you different case study for the GD
(2 Questions)
- Q1. General introduction
- Q2. About family and other details
(1 Question)
- Q1. Gold bonds Stock exchange Mutual funds insurance
Interview Preparation Tips
Selected
I applied via Recruitment Consulltant and was interviewed before Apr 2022. There were 2 interview rounds.
(3 Questions)
- Q1. Tell me about yourself
- Ans.
I am an experienced senior relationship manager with a strong track record in building and maintaining client relationships.
Over 10 years of experience in relationship management
Proven ability to exceed sales targets and drive revenue growth
Expertise in developing and implementing client retention strategies
Strong communication and negotiation skills
Managed a portfolio of high net worth clients, resulting in increased
- Q2. Earlier Experience, Qualities and strength you have.
- Ans.
I have extensive experience in building and maintaining relationships, along with strong qualities such as communication and problem-solving skills.
10+ years of experience in relationship management
Proven track record of successfully managing and growing client portfolios
Excellent communication and interpersonal skills
Strong problem-solving and decision-making abilities
Ability to build and maintain long-term relationsh...
- Q3. Why should we hire you?
- Ans.
I have a proven track record of building strong relationships and exceeding targets, making me the ideal candidate for this role.
I have extensive experience in relationship management, having successfully managed a portfolio of high-value clients for the past 5 years.
I consistently exceed sales targets, achieving a 20% increase in revenue for my current company last year.
I am highly skilled in identifying and capitaliz...
Interview Preparation Tips
- Insurance and AMFI license
I applied via Campus Placement and was interviewed before Aug 2021. There were 2 interview rounds.
Case study was given to a group of 9-10 people
(1 Question)
- Q1. Questions related to mutual funds were asked..also HR questions were asked, why you want to join, why we should hire you, about internship, short and long term goals.
Interview Preparation Tips
- About mutual funds and insurance
I applied via campus placement at Babu Banarasi Das National Institute of Technology and Management, Lucknow and was interviewed in Feb 2022. There were 2 interview rounds.
Elaboration of the basics of the mutual funds
Interview Preparation Tips
- Communication Skills
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ICICI Securities Interviews By Designations
- ICICI Securities Senior Relationship Manager Interview Questions
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Interview Questions for Popular Designations
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ICICI Securities Senior Relationship Manager Interview Process
based on 18 interviews
2 Interview rounds
- Group Discussion Round - 1
- Group Discussion Round - 2
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ICICI Securities Senior Relationship Manager Reviews and Ratings
based on 346 reviews
Rating in categories
|
Senior Relationship Manager
1.1k
salaries
|  ₹2.2 L/yr - ₹6 L/yr |
|
Assistant Manager
682
salaries
| ₹2.6 L/yr - ₹8.5 L/yr |
|
Relationship Manager
282
salaries
| ₹1.5 L/yr - ₹8.5 L/yr |
|
Manager
274
salaries
| ₹4.2 L/yr - ₹12 L/yr |
|
Senior Sales Manager
271
salaries
| ₹2.3 L/yr - ₹4.5 L/yr |
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