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JM Financial Relationship Manager Interview Questions and Answers

Updated 14 Dec 2023

2 interviews found

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Relationship Manager Interview Questions

user image Anonymous

posted on 10 Jun 2023

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

I applied via LinkedIn and was interviewed in May 2023.

2 Interview Rounds

1

Resume Shortlist Round

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
2

One-on-one Round (2 Questions)

  • Q1. Knowledge of Bfsi sector ? How to work effectively
  • Q2. How to work in manner

Interview Preparation Tips

Interview preparation tips for other job seekers - Be fair enough to get into company

Relationship Manager Interview Questions

user image Anonymous

posted on 17 Oct 2023

Interview experience
3
 Average
Difficulty level
 Moderate
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.

3 Interview Rounds

1

Resume Shortlist Round

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
2

HR Round (1 Question)

  • Q1. Tell me about yourself what do you know about JM financial services What is your goal? Why sales?
3

Technical Round (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

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

Interview questions from similar companies

Interview experience
5
 Excellent
Difficulty level
 Easy
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.

2 Interview Rounds

1

Group Discussion Round

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.

2

One-on-one Round (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
4
 Good
Difficulty level
 Moderate
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.

1 Interview Round

1

One-on-one Round (7 Questions)

  • Q1. Tell me something about you
  • Q2. What is Mutual Funds in layman Language?
  • Q3. How Mutual Funds Taxation Works
  • Q4. Why you should invest money in Mutual Funds?
  • Q5. What is Insurance & type of Insurance?
  • Q6. AUM of India Mutual Funds industry
  • Q7. Types of Mutual Funds?
Interview experience
3
 Average
Difficulty level
 Easy
Duration
 Less than 2 weeks
Result
Selected  Selected

I was interviewed in Sep 2024.

1 Interview Round

1

HR Round (2 Questions)

  • Q1. Existing portfolio
  • Q2. Salary structure

Interview Preparation Tips

Interview preparation tips for other job seekers - I will not recommend this company. Because you will start your business from day one. If you aren't met the target, they will ley off from organisation
Interview experience
4
 Good
Difficulty level
 -
Duration
 -
Result
 -

2 Interview Rounds

1

HR Round (2 Questions)

  • Q1. Family Background
  • Q2. Future Vision Mission
2

Technical Round (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
Duration
 Less than 2 weeks
Result
Selected  Selected

I applied via Walk-in and was interviewed before Mar 2023.

1 Interview Round

1

One-on-one Round (3 Questions)

  • Q1. How sale was done, how sale close
  • Q2. Product knowledge
  • Q3. How you like your job

Relationship Manager Interview Questions

Religare user image Himanshu Parashar

posted on 19 Mar 2024

Interview experience
5
 Excellent
Difficulty level
 -
Duration
 -
Result
 -

1 Interview Round

1

One-on-one Round (1 Question)

  • Q1. Na na na na na

Interview Preparation Tips

Interview preparation tips for other job seekers - Stay focused on finance sector

2 Interview Rounds

1

Resume Shortlist Round

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
2

One-on-one Round (2 Questions)

  • Q1. About Finance Question
  • Q2. What is standard devition, beta, P/e ratio

Interview Preparation Tips

Interview preparation tips for other job seekers - Good company, good work culture. Good salary

I applied via Recruitment Consulltant and was interviewed in Oct 2021.

2 Interview Rounds

1

Resume Shortlist Round

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
2

HR Round (2 Questions)

  • Q1. What are your salary expectations?
  • Q2. Why are you looking for a change?

Interview Preparation Tips

Interview preparation tips for other job seekers - Be confident and don't be narvious

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 Salary
based on 37 salaries
₹2.3 L/yr - ₹5.5 L/yr
31% less than the average Relationship Manager Salary in India
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JM Financial Relationship Manager Reviews and Ratings

based on 4 reviews

2.8/5

Rating in categories

1.5

Skill development

2.3

Work-Life balance

1.6

Salary & Benefits

1.4

Job Security

1.4

Company culture

1.6

Promotions/Appraisal

2.2

Work Satisfaction

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