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IIFL Securities Senior Key Relationship Manager Interview Questions and Answers

Updated 12 Aug 2022

IIFL Securities Senior Key Relationship Manager Interview Experiences

1 interview found

I applied via Naukri.com

Round 1 - HR 

(1 Question)

  • Q1. Where are you working now? Work location. Job role (individual or team handling). Designation. Cost to company ( CTC ) Notice period for joining. Reporting Manager will call to understand the current job r...
Round 2 - One-on-one 

(1 Question)

  • Q1. DISCUSSION WITH REPORTING MANAGER & FINALISED

Interview Preparation Tips

Interview preparation tips for other job seekers - IIFL COMPANY IS FANTASTIC PLATFORM TO WORK, FRIENDLY NETWORK & SUPPORTING NATURE IN ALL DEPARTMENTS

Interview questions from similar companies

Interview experience
4
Good
Difficulty level
-
Process Duration
-
Result
Selected Selected
Round 1 - One-on-one 

(4 Questions)

  • Q1. Tell me about yourself ?
  • Ans. 

    I am a dedicated and experienced Relationship Manager with a strong background in customer service and client retention.

    • Over 5 years of experience in building and maintaining relationships with clients

    • Skilled in identifying client needs and providing tailored solutions

    • Proven track record of exceeding sales targets and retaining key accounts

  • Answered by AI
  • Q2. Tell me about your past experience ?
  • Ans. 

    I have over 5 years of experience in relationship management, working with high-net-worth clients and developing strong client relationships.

    • Managed a portfolio of high-net-worth clients, providing personalized financial solutions

    • Developed and maintained strong relationships with clients to ensure their financial goals were met

    • Collaborated with internal teams to deliver exceptional service and exceed client expectation

  • Answered by AI
  • Q3. You have knowledge about market products LI,GI, debenture, bonds?
  • Ans. 

    Yes, I have knowledge about market products LI, GI, debenture, and bonds.

    • LI stands for Life Insurance, which provides financial protection to beneficiaries upon the insured's death.

    • GI refers to General Insurance, which covers a range of non-life insurance policies such as health, travel, and property insurance.

    • Debentures are long-term debt instruments issued by companies to raise funds, typically offering a fixed rate ...

  • Answered by AI
  • Q4. What is demat account you know how to open it?
  • Ans. 

    A demat account is an account that holds shares and securities in electronic form.

    • Demat account stands for dematerialized account.

    • It is used to hold securities such as stocks, bonds, and mutual funds in electronic form.

    • To open a demat account, one needs to approach a depository participant (DP) like banks or brokers.

    • Documents required for opening a demat account include identity proof, address proof, and PAN card.

    • Once ...

  • Answered by AI
Interview experience
5
Excellent
Difficulty level
Easy
Process Duration
4-6 weeks
Result
Selected Selected

I was interviewed in Aug 2024.

Round 1 - One-on-one 

(2 Questions)

  • Q1. Customer service question
  • Q2. Equity investment plan Equity investment plan is sip mutual funds stock market broking

Interview Preparation Tips

Interview preparation tips for other job seekers - Mutual fund sip stock market

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

Round 1 - HR 

(4 Questions)

  • Q1. Share details of your previous job.
  • Ans. 

    I worked as a Relationship Manager at XYZ Bank.

    • Managed a portfolio of high net worth clients

    • Provided personalized financial advice and solutions

    • Built and maintained strong relationships with clients

    • Achieved sales targets and revenue growth

    • Collaborated with cross-functional teams to deliver exceptional customer service

  • Answered by AI
  • Q2. Tell me about yourself.
  • Ans. 

    I am an experienced Relationship Manager with a strong background in building and maintaining client relationships.

    • Experienced Relationship Manager

    • Skilled in building and maintaining client relationships

    • Strong communication and interpersonal skills

    • Proven track record of achieving sales targets

    • Proficient in financial analysis and risk assessment

    • Excellent problem-solving abilities

    • Ability to multitask and prioritize effec

  • Answered by AI
  • Q3. What are your salary expectations?
  • Ans. 

    I am open to discussing salary based on the responsibilities and opportunities offered by the position.

    • I believe that my skills and experience make me a valuable asset to the company, and I am confident that we can come to a mutually beneficial agreement regarding salary.

    • I am open to negotiation and would like to discuss the salary range for this position.

    • I am more interested in the growth opportunities and challenges ...

  • Answered by AI
  • Q4. What is your family background?
  • Ans. 

    My family background is diverse and has shaped my values and perspectives.

    • My parents come from different cultural backgrounds, which has exposed me to different traditions and customs.

    • I have siblings who have pursued various career paths, inspiring me to explore different opportunities.

    • My family has always emphasized the importance of education and personal growth.

    • We have a strong sense of community and often engage in...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - They just want business. So you should be ready to do that.

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

Interview Questionnaire 

5 Questions

  • Q1. Tell me about yourself
  • Q2. What you used to do in your previous organization
  • Q3. Why you want to work in financial sector
  • Q4. Why do you think crypto currency is falling down
  • Ans. 

    Crypto currency is falling due to various factors.

    • Lack of regulation and security concerns

    • Decrease in demand and increase in supply

    • Negative news and market manipulation

    • Competition from other cryptocurrencies

    • Overall market trends and economic factors

  • Answered by AI
  • Q5. Where do you see indian stock market after 5 years
  • Ans. 

    The Indian stock market is expected to grow steadily over the next 5 years.

    • The Indian economy is projected to grow at a steady pace, which will positively impact the stock market.

    • The government's focus on economic reforms and infrastructure development will attract more foreign investments.

    • The increasing use of technology and digitalization in the stock market will make it more accessible to retail investors.

    • The ongoin...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Be confident and real, tell everything in detail

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

Interview Questionnaire 

2 Questions

  • Q1. Stock market knowledge and have you invested in it
  • Ans. 

    Yes, I have a good understanding of the stock market and have invested in it.

    • I have been following the stock market for several years and have a good understanding of how it works.

    • I have invested in a variety of stocks and have experience with both short-term and long-term investments.

    • I am familiar with different investment strategies and have a good understanding of risk management.

    • For example, I recently invested in ...

  • Answered by AI
  • Q2. Yess I have invested

Interview Preparation Tips

Interview preparation tips for other job seekers - Communication skills are very important
Interview experience
3
Average
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Walk-in and was interviewed before Mar 2023. There was 1 interview round.

Round 1 - One-on-one 

(3 Questions)

  • Q1. How sale was done, how sale close
  • Ans. 

    Sales are achieved through building relationships with clients and understanding their needs, leading to successful closures.

    • Build rapport with clients to understand their needs and preferences

    • Present products or services in a compelling way that addresses client's needs

    • Handle objections effectively and provide solutions

    • Negotiate terms and close the sale by gaining client's commitment

    • Follow up with clients to ensure sa

  • Answered by AI
  • Q2. Product knowledge
  • Q3. How you like your job
Interview experience
4
Good
Difficulty level
Easy
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Referral and was interviewed in Aug 2022. There were 2 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 Resume tips
Round 2 - One-on-one 

(2 Questions)

  • Q1. Asked about Dsa's,and same they verified also.
  • Q2. Introduction about yourself

Interview Preparation Tips

Interview preparation tips for other job seekers - Just be real what you're saying should be correct

I applied via Newspaper Ad and was interviewed in Feb 2022. There were 2 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 Resume tips
Round 2 - HR 

(2 Questions)

  • Q1. Why you want to change job.
  • Q2. What is expectations
  • Ans. 

    Expectations are beliefs or hopes about what will happen or what someone will do.

    • Expectations can be realistic or unrealistic

    • Expectations can be communicated or uncommunicated

    • Expectations can be met or unmet

    • Expectations can affect relationships positively or negatively

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Sales and marketing skills needs, good communication add more credit
Interview experience
4
Good
Difficulty level
-
Process Duration
-
Result
-
Round 1 - HR 

(2 Questions)

  • Q1. Family Background
  • Q2. Future Vision Mission
  • Ans. 

    To create a future vision mission, one must establish long-term goals and objectives that align with the organization's values and purpose.

    • Define the organization's core values and purpose

    • Set long-term goals and objectives that align with the values and purpose

    • Create a strategic plan to achieve the goals and objectives

    • Communicate the future vision mission to all stakeholders

    • Regularly review and adjust the mission as ne

  • Answered by AI
Round 2 - Technical 

(2 Questions)

  • Q1. Equity Derivative
  • Q2. Mutual Funds Performance

Interview Preparation Tips

Interview preparation tips for other job seekers - Good company to work.
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IIFL Securities Interview FAQs

How many rounds are there in IIFL Securities Senior Key Relationship Manager interview?
IIFL Securities interview process usually has 2 rounds. The most common rounds in the IIFL Securities interview process are HR and One-on-one Round.

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