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JM Financial Relationship Manager Interview Questions and Answers

Updated 14 Dec 2023

JM Financial Relationship Manager Interview Experiences

2 interviews found

Interview experience
5
Excellent
Difficulty level
Easy
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via LinkedIn and was interviewed in May 2023. 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 - One-on-one 

(2 Questions)

  • Q1. Knowledge of Bfsi sector ? How to work effectively
  • Ans. 

    Knowledge of BFSI sector is crucial for a Relationship Manager to work effectively.

    • Stay updated on industry trends, regulations, and market conditions

    • Understand different financial products and services offered by banks, financial institutions, and insurance companies

    • Build strong relationships with clients by providing personalized financial solutions

    • Analyzing financial statements and assessing risk factors for clients

    • ...

  • Answered by AI
  • Q2. How to work in manner

Interview Preparation Tips

Interview preparation tips for other job seekers - Be fair enough to get into company
Interview experience
3
Average
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via campus placement at Biju Patnaik Institute of Information Technology and Management, Bhuvaneshwar and was interviewed in Dec 2022. There were 3 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 - HR 

(1 Question)

  • Q1. Tell me about yourself what do you know about JM financial services What is your goal? Why sales?
  • Ans. 

    I am a dedicated Relationship Manager with a passion for sales and a goal to provide exceptional financial services. I am familiar with JM Financial Services and their reputation in the industry.

    • I have a strong background in sales and customer relationship management.

    • I am knowledgeable about JM Financial Services and their offerings.

    • My goal is to exceed client expectations and drive business growth.

    • I am motivated by th...

  • Answered by AI
Round 3 - Technical 

(1 Question)

  • Q1. What is mutual fund? What is insurance and how insurance companies make money? Are you willing to relocate? Why should we hire you? Why sales
  • Ans. 

    Mutual funds are investment vehicles that pool money from multiple investors to invest in a diversified portfolio of securities.

    • Mutual funds are managed by professional fund managers who make investment decisions on behalf of the investors.

    • Investors buy units or shares of mutual funds, which represent their ownership in the fund's assets.

    • Mutual funds offer investors the opportunity to invest in a wide range of asset cl...

  • Answered by AI

Interview Preparation Tips

Topics to prepare for JM Financial Relationship Manager interview:
  • NISM VA
Interview preparation tips for other job seekers - Lean of resume and be confident

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Interview questions from similar companies

Interview experience
5
Excellent
Difficulty level
Easy
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via campus placement at Kumaraguru College of Technology, Coimbatore and was interviewed in Nov 2024. There were 2 interview rounds.

Round 1 - Group Discussion 

The group discussion was conducted on the basic topic of "Education System in India." After announcing the topic, the HR provided three minutes for preparation, during which participants were allowed to take notes. Subsequently, each person spoke about the topic for 30 seconds. Following the individual presentations, a three-minute discussion took place among the members.

Round 2 - One-on-one 

(4 Questions)

  • Q1. What is meant by securities?
  • Q2. What is meant by the repo rate and reverse repo rate?
  • Q3. What is the difference between stocks and mutual funds?
  • Q4. Can you provide an introduction about yourself and share details about your family background?

Interview Preparation Tips

Topics to prepare for ICICI Securities Relationship Manager interview:
  • NISM VA
  • NISM VII
  • NISM VIII
Interview preparation tips for other job seekers - The recruitment process was straightforward, and the HR team was very friendly throughout the process; it is essential to have basic knowledge in finance.
Interview experience
5
Excellent
Difficulty level
Hard
Process Duration
Less than 2 weeks
Result
Selected Selected

I was interviewed in Dec 2024.

Round 1 - HR 

(2 Questions)

  • Q1. About self introduction
  • Q2. About family details
Round 2 - Technical 

(2 Questions)

  • Q1. About resume and family background
  • Q2. About company products
Round 3 - Regional head 

(2 Questions)

  • Q1. About job role and work
  • Q2. About company culture
Interview experience
4
Good
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via campus placement at International College of Financial Planning, Mumbai and was interviewed in Feb 2024. There was 1 interview round.

Round 1 - One-on-one 

(7 Questions)

  • Q1. Tell me something about you
  • Ans. 

    I am a dedicated and empathetic Relationship Manager with a passion for helping clients achieve their financial goals.

    • I have a strong background in finance and customer service

    • I excel at building and maintaining relationships with clients

    • I am skilled at analyzing financial data and providing tailored solutions

    • I am a great communicator and problem-solver

  • Answered by AI
  • Q2. What is Mutual Funds in layman Language?
  • Ans. 

    Mutual funds are investment vehicles that pool money from multiple investors to invest in a diversified portfolio of securities.

    • Mutual funds are managed by professional fund managers who make investment decisions on behalf of the investors.

    • Investors can buy units of mutual funds, which represent a portion of the holdings of the fund.

    • Mutual funds offer diversification, liquidity, and professional management to investors...

  • Answered by AI
  • Q3. How Mutual Funds Taxation Works
  • Ans. 

    Mutual funds taxation involves capital gains tax on profits from selling investments within the fund.

    • Mutual funds are subject to capital gains tax when investments are sold for a profit

    • Taxation varies based on the type of mutual fund (equity, debt, hybrid)

    • Long-term capital gains tax is applicable if investments are held for more than 1 year

    • Short-term capital gains tax is applicable if investments are held for less than

  • Answered by AI
  • Q4. Why you should invest money in Mutual Funds?
  • Ans. 

    Mutual funds offer diversification, professional management, and potential for higher returns compared to individual stock picking.

    • Diversification: Mutual funds invest in a variety of assets, reducing risk compared to investing in individual stocks.

    • Professional management: Fund managers make investment decisions on behalf of investors, leveraging their expertise and research.

    • Potential for higher returns: Mutual funds h...

  • Answered by AI
  • Q5. What is Insurance & type of Insurance?
  • Ans. 

    Insurance is a financial product that provides protection against financial losses. There are various types of insurance available.

    • Insurance is a contract between the insured (policyholder) and the insurer (insurance company).

    • Types of insurance include life insurance, health insurance, auto insurance, home insurance, and more.

    • Insurance premiums are paid by the insured in exchange for coverage against specified risks.

    • In...

  • Answered by AI
  • Q6. AUM of India Mutual Funds industry
  • Q7. Types of Mutual Funds?
  • Ans. 

    Mutual funds are investment vehicles that pool money from multiple investors to invest in a diversified portfolio of securities.

    • Types of mutual funds include equity funds, bond funds, money market funds, and balanced funds.

    • Equity funds invest in stocks, bond funds invest in bonds, money market funds invest in short-term debt securities, and balanced funds invest in a mix of stocks and bonds.

    • Other types of mutual funds ...

  • Answered by AI
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.
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
5
Excellent
Difficulty level
-
Process Duration
-
Result
-
Round 1 - One-on-one 

(1 Question)

  • Q1. Na na na na na

Interview Preparation Tips

Interview preparation tips for other job seekers - Stay focused on finance sector
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. About Finance Question
  • Q2. What is standard devition, beta, P/e ratio
  • Ans. 

    Standard deviation measures the amount of variation or dispersion of a set of data. Beta measures the volatility of a stock compared to the market. P/E ratio is the ratio of a company's stock price to its earnings per share.

    • Standard deviation is a statistical measure that calculates the amount of variation or dispersion of a set of data.

    • Beta is a measure of a stock's volatility in relation to the market. A beta of 1 in...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Good company, good work culture. Good salary
Interview experience
5
Excellent
Difficulty level
Easy
Process Duration
Less than 2 weeks
Result
No response

I applied via Naukri.com and was interviewed in Dec 2024. There was 1 interview round.

Round 1 - HR 

(5 Questions)

  • Q1. Basic HR questions
  • Q2. Salary discussion
  • Q3. Whats mutual fund
  • Q4. Whats New fund offering?
  • Q5. What you know about ICICI Securities

Interview Preparation Tips

Topics to prepare for ICICI Securities Relationship Manager interview:
  • Mutual Funds
  • Sales
Interview preparation tips for other job seekers - Please prepare for fundamental questions about mutual funds as well as basic HR questions, ensuring you have well-articulated answers.

JM Financial Interview FAQs

How many rounds are there in JM Financial Relationship Manager interview?
JM Financial interview process usually has 2-3 rounds. The most common rounds in the JM Financial interview process are Resume Shortlist, One-on-one Round and HR.
How to prepare for JM Financial Relationship Manager interview?
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 JM Financial. The most common topics and skills that interviewers at JM Financial expect are Home Loans, Sales, hl, Mortgage Loans and housing loan.
What are the top questions asked in JM Financial Relationship Manager interview?

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

  1. What is mutual fund? What is insurance and how insurance companies make money? ...read more
  2. Knowledge of Bfsi sector ? How to work effectiv...read more
  3. How to work in man...read more

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JM Financial Relationship Manager Interview Process

based on 3 interviews

Interview experience

4.3
  
Good
View more
JM Financial Relationship Manager Salary
based on 28 salaries
₹2.3 L/yr - ₹5.5 L/yr
30% less than the average Relationship Manager Salary in India
View more details

JM Financial Relationship Manager Reviews and Ratings

based on 5 reviews

3.2/5

Rating in categories

1.7

Skill development

2.6

Work-life balance

2.5

Salary

2.4

Job security

2.0

Company culture

2.1

Promotions

2.5

Work satisfaction

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