Upload Button Icon Add office photos

JM Financial

Compare button icon Compare button icon Compare

Filter interviews by

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 and was interviewed in Dec 2022. 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 - 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

Relationship Manager Interview Questions Asked at Other Companies

asked in ICICI Bank
Q1. How will you market banking products ? Are you willing to work at ... read more
Q2. If you customer is unhappy with some sort of your behaviour and w ... read more
asked in ICICI Bank
Q3. If customer is so angry in that time how to motivate them
asked in DCB Bank
Q4. What's document required for salaried person to buy property?
asked in Axis Bank
Q5. 1)How will you extend business of bank. 2) How will you pitch the ... read more

Interview questions from similar companies

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

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

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 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 Recruitment Consulltant and was interviewed before Jun 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 - One-on-one 

(1 Question)

  • Q1. Regarding sourcing & result output

Interview Preparation Tips

Interview preparation tips for other job seekers - Must be clear in mind & positive attitude

I applied via Campus Placement and was interviewed before Nov 2020. There were 5 interview rounds.

Interview Questionnaire 

1 Question

  • Q1. 1. Tell me about yourself 2. Family background 3. Why sales? Overall very basic questions were asked for sales profile. 4. Internship related questions if any.

Interview Preparation Tips

Interview preparation tips for other job seekers - 1. Be confident
2. Be clear about role for which you are applying

I applied via Company Website and was interviewed in Nov 2021. There was 1 interview round.

Round 1 - One-on-one 

(1 Question)

  • Q1. What is mutual fund ?
  • Ans. 

    A mutual fund is a type of investment vehicle made up of a pool of money collected from many investors to invest in securities like stocks, bonds, and other assets.

    • Mutual funds are managed by professional fund managers

    • Investors buy shares in the mutual fund and the value of the shares is based on the performance of the underlying assets

    • Mutual funds offer diversification and convenience for investors

    • There are different ...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Be yourself don't try to lie about yourself
Be clear about salary expectations
Interview experience
4
Good
Difficulty level
-
Process Duration
-
Result
-
Round 1 - Resume Shortlist 
Pro Tip by AmbitionBox:
Properly align and format text in your resume. A recruiter will have to spend more time reading poorly aligned text, leading to high chances of rejection.
View all tips
Round 2 - Aptitude Test 

Online Questions about Aptitude

Round 3 - HR 

(4 Questions)

  • Q1. About the job profile and about products and other related Questions
  • Q2. What is ur goal in life
  • Ans. 

    My goal in life is to continuously grow and develop personally and professionally, while making a positive impact on those around me.

    • Continuous self-improvement through learning new skills and gaining new experiences

    • Building strong relationships with others and helping them achieve their goals

    • Making a difference in my community through volunteer work or charitable contributions

  • Answered by AI
  • Q3. How will you see yourself in next 2-3 years
  • Q4. How you will face challenges

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

Tell us how to improve this page.

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 6 reviews

3.7/5

Rating in categories

2.5

Skill development

3.2

Work-life balance

3.1

Salary

3.1

Job security

2.8

Company culture

2.9

Promotions

3.1

Work satisfaction

Explore 6 Reviews and Ratings
Senior Executive
225 salaries
unlock blur

₹2 L/yr - ₹9 L/yr

Associate
188 salaries
unlock blur

₹3.9 L/yr - ₹14 L/yr

Senior Associate
156 salaries
unlock blur

₹11.5 L/yr - ₹22.9 L/yr

Assistant Vice President
89 salaries
unlock blur

₹8 L/yr - ₹30 L/yr

Vice President
84 salaries
unlock blur

₹13 L/yr - ₹51.1 L/yr

Explore more salaries
Compare JM Financial with

Bajaj Finserv

4.0
Compare

Wells Fargo

3.8
Compare

JPMorgan Chase & Co.

3.9
Compare

Motilal Oswal Financial Services

3.7
Compare
Did you find this page helpful?
Yes No
write
Share an Interview