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IIFL Securities Senior Relationship Manager Interview Questions and Answers

Updated 18 Apr 2022

IIFL Securities Senior Relationship Manager Interview Experiences

2 interviews found

I applied via Naukri.com and was interviewed in May 2020. There were 4 interview rounds.

Interview Questionnaire 

6 Questions

  • Q1. Question reagarding the experience that I have in this industry and all..
  • Q2. What is my vision if I joined the organisation?
  • Q3. Some normal question regarding my family and all also asked by them
  • Q4. I have to go by three round of interview so most of the time they asked what is my plan towards the development of the organisation ?
  • Q5. How I can lead a team towards achieveing the Goal?
  • Q6. Apart from that in HR round they asked about family backround and my responsibility towards society , my behaviour towards my colgue and client etc..

Interview Preparation Tips

Interview preparation tips for other job seekers - Be confident and try to answer the question in a very to the point way.

I applied via Referral and was interviewed before Apr 2021. 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 tips
Round 2 - Group Discussion 

Past experience with kotak Mahindra bank was excellent with rewards and recognition for that base they hire

Interview Preparation Tips

Interview preparation tips for other job seekers - Self confidence ,aggressive for work

Senior Relationship Manager Interview Questions Asked at Other Companies

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
Q3. How to sell a pen? What makes you fit for this job? What is the s ... read more
Q4. Do u handling DSA & Connector
Q5. Best way to protect your holding with fear of falling price

Interview questions from similar companies

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 - Aptitude Test 

It's a normal test. No negative marking

Round 3 - HR 

(1 Question)

  • Q1. They asking about your experience and over view your profile

Interview Preparation Tips

Interview preparation tips for other job seekers - Target is around 10 times of your salary with MF SIP target. Senior support is good

I applied via Recruitment Consulltant and was interviewed in Nov 2021. 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 tips
Round 2 - Product Management 

(1 Question)

  • Q1. Product related knowledge questions Target orinted task assign by day to day

Interview Preparation Tips

Topics to prepare for ICICI Direct Senior Relationship Manager interview:
  • Nism-5A
  • IRDA
Interview preparation tips for other job seekers - You need to clear your nism-5A certification and IRDA before joining this is a target based job you have to sell MF wealth trade in equity
FD PMS, LI GI and all other investments products
Interview experience
4
Good
Difficulty level
Easy
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Campus Placement and was interviewed before Apr 2023. There were 2 interview rounds.

Round 1 - Group Discussion 

Topic was given, Asked to discuss it among 5 members

Round 2 - One-on-one 

(1 Question)

  • Q1. Stock market knowledge

Interview Preparation Tips

Interview preparation tips for other job seekers - Should have Mutual fund knowledge
Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
Selected Selected
Round 1 - One-on-one 

(2 Questions)

  • Q1. Why do you want to join our organization?
  • Ans. 

    I am impressed by your organization's reputation for excellence and innovation in the industry.

    • I admire the company's commitment to providing top-notch services to clients.

    • I am excited about the opportunity to work with a talented team of professionals.

    • I believe that my skills and experience align well with the organization's goals and values.

  • Answered by AI
  • Q2. What makes you a suitable candidate for this position?
  • Ans. 

    I have over 10 years of experience in relationship management, a proven track record of exceeding targets, and strong communication skills.

    • Over 10 years of experience in relationship management

    • Proven track record of exceeding targets

    • Strong communication skills

    • Successfully managed a portfolio of high net-worth clients and increased revenue by 20% in the last fiscal year

  • Answered by AI
Round 2 - HR 

(2 Questions)

  • Q1. What are your salary expectations?
  • Ans. 

    My salary expectations are in line with industry standards and commensurate with my experience and qualifications.

    • Research industry standards for the position

    • Consider my experience and qualifications

    • Be prepared to negotiate based on the overall compensation package offered

  • Answered by AI
  • Q2. What factors contribute to the determination of your offered CTC (Cost to Company)?
  • Ans. 

    CTC is determined by factors like industry standards, candidate's experience, skills, and negotiation.

    • Industry standards for the role

    • Candidate's level of experience and expertise

    • Specialized skills or certifications

    • Negotiation with the candidate

    • Company budget constraints

  • Answered by AI
Round 3 - BM 

(2 Questions)

  • Q1. How do you manage stress?
  • Ans. 

    I manage stress through regular exercise, meditation, and time management techniques.

    • Regular exercise helps me release tension and clear my mind.

    • Meditation allows me to stay present and focused, reducing anxiety.

    • Time management techniques help me prioritize tasks and avoid feeling overwhelmed.

    • I also make sure to take breaks and practice deep breathing when feeling stressed.

  • Answered by AI
  • Q2. How do you demonstrate your capabilities?
  • Ans. 

    I demonstrate my capabilities through my track record of successful client relationships, strategic planning, and exceeding targets.

    • Consistently exceeding sales targets by 20% through effective relationship management

    • Developing and implementing strategic plans to increase client retention by 30%

    • Receiving positive feedback from clients for my proactive communication and problem-solving skills

  • Answered by AI

I applied via Referral and was interviewed in Sep 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 tips
Round 2 - Technical 

(2 Questions)

  • Q1. What is strange and straddle strategy in option
  • Ans. 

    Strange and Straddle are option trading strategies used to profit from volatility in the market.

    • Strange strategy involves buying a call and put option with the same strike price and expiration date, but with different premiums.

    • Straddle strategy involves buying a call and put option with the same strike price and expiration date.

    • Both strategies are used to profit from volatility in the market, but the Strange strategy r...

  • Answered by AI
  • Q2. What is approximate Annual return in NCD
  • Ans. 

    The approximate annual return in NCD varies depending on the issuer and the market conditions.

    • The annual return in NCD can range from 7% to 10% depending on the issuer and the market conditions.

    • The return is fixed and paid out annually or semi-annually.

    • Investors should carefully evaluate the credit rating of the issuer before investing in NCDs.

    • Some examples of NCD issuers in India are HDFC, Shriram Transport Finance, a

  • Answered by AI

Interview Preparation Tips

Topics to prepare for HDFC Securities Senior Relationship Manager interview:
  • Options
  • Debt
Interview preparation tips for other job seekers - Go with complete knowledge of f&o and debt. Instrument

I applied via Recruitment Consultant and was interviewed in Jul 2021. There was 1 interview round.

Interview Questionnaire 

4 Questions

  • Q1. Best way to protect your holding with fear of falling price
  • Ans. 

    The best way to protect holdings from falling prices is through diversification and hedging strategies.

    • Diversify the portfolio by investing in different asset classes, sectors, and regions.

    • Use hedging strategies such as buying put options or short selling to offset potential losses.

    • Regularly monitor the market and stay updated on relevant news and events.

    • Implement stop-loss orders to automatically sell holdings if pric...

  • Answered by AI
  • Q2. Sell near same quantity out of the money call of that share.
  • Ans. 

    Selling near same quantity out of the money call of a share involves selling call options with a strike price higher than the current market price.

    • Out of the money call options have a strike price higher than the current market price.

    • Selling these options allows the seller to collect premium upfront.

    • The seller believes that the share price will not rise above the strike price before the option expires.

    • This strategy can...

  • Answered by AI
  • Q3. Few options strategy
  • Ans. 

    Options strategy refers to the use of various options contracts to achieve specific investment goals.

    • Options strategies involve buying and selling options contracts to take advantage of market conditions.

    • Common options strategies include covered calls, protective puts, and straddles.

    • These strategies can be used to generate income, hedge against risk, or speculate on market movements.

    • For example, a covered call strategy...

  • Answered by AI
  • Q4. A long answer. Please study from YouTube

Interview Preparation Tips

Interview preparation tips for other job seekers - Candidate must be prepared about F&O, current market, some fundamental terminologies
Interview experience
3
Average
Difficulty level
Hard
Process Duration
Less than 2 weeks
Result
Selected Selected

I was interviewed in Jan 2025.

Round 1 - One-on-one 

(3 Questions)

  • Q1. What is Straddle & strangle strategy ?
  • Ans. 

    Straddle & strangle are options trading strategies involving buying or selling both a call and a put with the same strike price and expiration date.

    • Straddle involves buying both a call and put option with the same strike price and expiration date, anticipating a significant price movement in either direction.

    • Strangle involves buying or selling a call and put option with different strike prices but the same expirati...

  • Answered by AI
  • Q2. If I have 10 lakh rupees, what is your suggestion where I supposed to invest ?
  • Q3. You got an appointment of 2 client same time & they both going outside , letter they will not meet you , how you manage ?
Round 2 - HR 

(1 Question)

  • Q1. Salary Discussion

Interview Preparation Tips

Interview preparation tips for other job seekers - You need good knowledge of capital Market

I applied via Naukri.com and was interviewed before Sep 2019. There were 4 interview rounds.

Interview Questionnaire 

1 Question

  • Q1. What will you feel if you aren't selected for this job . Why do you want to go in this particular field

Interview Preparation Tips

Interview preparation tips for other job seekers - All though this questions weren't too much tough but this questions were asked because they want to check my decision making ability .it is very important to be confident in your interview, even if you don't know the answer better to say I don't know rather than saying something wrong.
Communication matters a lot . Whatever position you are applying whichever company you are interviewing with , everybody looks for a person who communicates well and is confident of what he is saying.

IIFL Securities Interview FAQs

How many rounds are there in IIFL Securities Senior Relationship Manager interview?
IIFL Securities interview process usually has 2 rounds. The most common rounds in the IIFL Securities interview process are Resume Shortlist and Group Discussion.

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IIFL Securities Senior Relationship Manager Salary
based on 51 salaries
₹2.4 L/yr - ₹9.7 L/yr
At par with the average Senior Relationship Manager Salary in India
View more details

IIFL Securities Senior Relationship Manager Reviews and Ratings

based on 7 reviews

4.2/5

Rating in categories

3.7

Skill development

4.4

Work-life balance

3.7

Salary

4.2

Job security

4.1

Company culture

3.6

Promotions

4.1

Work satisfaction

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