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JM Financial Operations Manager Interview Questions and Answers

Updated 19 Nov 2022

JM Financial Operations Manager Interview Experiences

1 interview found

I applied via Walk-in

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 - One-on-one 

(3 Questions)

  • Q1. Dp operation process
  • Ans. 

    The DP operation process involves managing and optimizing data processing activities.

    • Developing and implementing data processing strategies

    • Ensuring efficient and accurate data entry and validation

    • Monitoring and improving data quality and integrity

    • Collaborating with cross-functional teams to identify and address data-related issues

    • Implementing data security measures to protect sensitive information

  • Answered by AI
  • Q2. MTF operations, loan against shares knowledge
  • Q3. Margin trading fund is a facility given by company for trading , like keeping client colletral under plege against loan

Interview Preparation Tips

Interview preparation tips for other job seekers - Demat knowledge, Adhering sebi norms, keep on eye on sebi regulatory changes

Interview questions from similar companies

I applied via Naukri.com and was interviewed before Aug 2020. There was 1 interview round.

Interview Questionnaire 

2 Questions

  • Q1. About previous job , why do I want to leave my previous job ,my experience in that field
  • Q2. They used to see the passion regarding sales and self motivated person

Interview Preparation Tips

Interview preparation tips for other job seekers - Always be confident , never used to hide f anything from them and tell your weakness and strength pasionately

I applied via Campus Placement and was interviewed before Nov 2019. There were 4 interview rounds.

Interview Questionnaire 

4 Questions

  • Q1. Tell me About yourself. Very common general question
  • Q2. Why you want to join isec
  • Q3. How will your personality be beneficial for sales job
  • Q4. Are you flexible with targets and insurance
  • Ans. 

    Yes, I am flexible with targets and insurance.

    • I understand that targets and insurance policies can vary depending on the client's needs and preferences.

    • I am willing to work with clients to find the best solutions for their specific situation.

    • I am open to adjusting targets and policies as needed to ensure client satisfaction.

    • For example, if a client is hesitant about a certain insurance policy, I would be happy to explo...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Be polite and if you are okay with having targets and the immense level of pressure of sales
Then only apply, else avoid.

Interview Questionnaire 

1 Question

  • Q1. Tell about yourself
  • Ans. 

    Experienced Relationship Manager with a background in finance and a passion for helping clients achieve their financial goals.

    • Over 5 years of experience in financial services industry

    • Strong communication and interpersonal skills

    • Proven track record of building and maintaining client relationships

    • Expertise in financial planning and investment strategies

    • Ability to analyze market trends and provide tailored solutions

  • Answered by AI

Interview Preparation Tips

Round: Group Discussion
Duration: 20 minutes

College Name: Pdpu

I applied via Naukri.com and was interviewed in Dec 2020. There was 1 interview round.

Interview Questionnaire 

3 Questions

  • Q1. Your past experience
  • Q2. What is role to and responsibility .
  • Q3. What is client protofolio.
  • Ans. 

    A client portfolio refers to a collection of clients and their associated accounts or investments managed by a relationship manager.

    • It includes information about the clients' financial goals, risk tolerance, and investment preferences.

    • The portfolio may consist of various types of accounts such as individual, joint, corporate, or trust accounts.

    • Relationship managers use the client portfolio to provide personalized finan...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - it good one.

Interview Questionnaire 

4 Questions

  • Q1. Tell me about your self
  • Q2. My self brijesh Kumar I am resite in nalasopara I have completed my ba in up University I have 7.5 yr experience in banking industry
  • Q3. What is salary expectation
  • Q4. Dear sir in privace co my

I applied via Campus Placement and was interviewed before Sep 2019. There was 1 interview round.

Interview Questionnaire 

4 Questions

  • Q1. About current scenario of financial market
  • Q2. About internship
  • Q3. Situation based questions. They ask me if there is a customer that is very angry on services of company what will you do how you behave how do you I settle that problem?
  • Q4. Some financial terms.

Interview Preparation Tips

Interview preparation tips for other job seekers - As per my experience the interviewer checks your reaction on any action or check your grabbing power.
And also check whether the candidate is doing his work without depending on others
And yes most importantly yoir facial expressions.
All the best guys

I applied via Indeed and was interviewed before Apr 2021. There were 3 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 - One-on-one 

(2 Questions)

  • Q1. Self introduction, customer service
  • Q2. About insurance and financial products
Round 3 - HR 

(2 Questions)

  • Q1. About past Experience & personal information
  • Q2. Previous company reliveing letter, previous company reporting manager contact details

Interview Preparation Tips

Interview preparation tips for other job seekers - Pressurized job, have good backup, have potential customers base, multiple products and multiple targets on each product, after 2yrs only think about hike in salary, worst in customer service

I applied via Referral and was interviewed in Jul 2020. There were 3 interview rounds.

Interview Questionnaire 

4 Questions

  • Q1. What is your Designation
  • Q2. Sales ASSOCIATES
  • Q3. What do you want to leave the company
  • Q4. Travelling issues

Interview Preparation Tips

Interview preparation tips for other job seekers - Must Have marketing knowledge in sales

I applied via Campus Placement and was interviewed in Dec 2020. There were 4 interview rounds.

Interview Questionnaire 

1 Question

  • Q1. The process followed up with GD (case study discussion), technical and HR round (together). Technical questions were related to mutual funds, NAV, CAGR, and so on.

Interview Preparation Tips

Interview preparation tips for other job seekers - Be thorough with basic concepts. Be confident while answering & justify your answer by mentioning real examples.

JM Financial Interview FAQs

How many rounds are there in JM Financial Operations Manager interview?
JM Financial interview process usually has 2 rounds. The most common rounds in the JM Financial interview process are Resume Shortlist and One-on-one Round.
What are the top questions asked in JM Financial Operations Manager interview?

Some of the top questions asked at the JM Financial Operations Manager interview -

  1. Dp operation proc...read more
  2. Margin trading fund is a facility given by company for trading , like keeping c...read more
  3. MTF operations, loan against shares knowle...read more

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JM Financial Operations Manager Interview Process

based on 1 interview

Interview experience

5
  
Excellent
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JM Financial Operations Manager Salary
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₹4.5 L/yr - ₹10.3 L/yr
34% less than the average Operations Manager Salary in India
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