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JM Financial Relationship Manager Interview Questions and Answers for Freshers

Updated 14 Dec 2023

JM Financial Relationship Manager Interview Experiences for Freshers

1 interview found

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

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 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 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.

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.

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
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. Past work experience
Round 3 - HR 

(1 Question)

  • Q1. Brief description about interviewee and past experience

Interview Preparation Tips

Interview preparation tips for other job seekers - Discuss about your past work experience..
Express what you done before

JM Financial Interview FAQs

How many rounds are there in JM Financial Relationship Manager interview for freshers?
JM Financial interview process for freshers usually has 3 rounds. The most common rounds in the JM Financial interview process for freshers are Resume Shortlist, HR and Technical.
How to prepare for JM Financial Relationship Manager interview for freshers?
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 for freshers?

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

  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 for Freshers

based on 1 interview

Interview experience

3
  
Average
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
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