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Kotak Investment Advisors Senior Relationship Manager Interview Questions and Answers

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I applied via Recruitment Consulltant and was interviewed before Feb 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 - HR 

(1 Question)

  • Q1. What are your salary expectations?

Interview Preparation Tips

Interview preparation tips for other job seekers - With personal experience not referring this job to anyone

I applied via Recruitment Consulltant and was interviewed in Nov 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 - Product Management 

(1 Question)

  • Q1. Product related knowledge questions Target orinted task assign by day to day

Interview Preparation Tips

Topics to prepare for ICICI Direct Senior Relationship Manager interview:
  • Nism-5A
  • IRDA
Interview preparation tips for other job seekers - You need to clear your nism-5A certification and IRDA before joining this is a target based job you have to sell MF wealth trade in equity
FD PMS, LI GI and all other investments products
Interview experience
4
Good
Difficulty level
Easy
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Campus Placement and was interviewed before Apr 2023. There were 2 interview rounds.

Round 1 - Group Discussion 

Topic was given, Asked to discuss it among 5 members

Round 2 - One-on-one 

(1 Question)

  • Q1. Stock market knowledge

Interview Preparation Tips

Interview preparation tips for other job seekers - Should have Mutual fund knowledge
Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Naukri.com and was interviewed before Feb 2023. There was 1 interview round.

Round 1 - One-on-one 

(1 Question)

  • Q1. TDS related questions and Invoice verification process
Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I appeared for an interview before Jan 2024.

Round 1 - HR 

(1 Question)

  • Q1. Experience, salary expectations.
Round 2 - One-on-one 

(1 Question)

  • Q1. What is commodity, derivatives, expiry. What is spot and futures.

Interview Preparation Tips

Interview preparation tips for other job seekers - Icicidirect is best organization to work good colleagues, friendly atmosphere.
Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
Selected Selected
Round 1 - One-on-one 

(2 Questions)

  • Q1. Why do you want to join our organization?
  • Ans. 

    I am impressed by your organization's reputation for excellence and innovation in the industry.

    • I admire the company's commitment to providing top-notch services to clients.

    • I am excited about the opportunity to work with a talented team of professionals.

    • I believe that my skills and experience align well with the organization's goals and values.

  • Answered by AI
  • Q2. What makes you a suitable candidate for this position?
  • Ans. 

    I have over 10 years of experience in relationship management, a proven track record of exceeding targets, and strong communication skills.

    • Over 10 years of experience in relationship management

    • Proven track record of exceeding targets

    • Strong communication skills

    • Successfully managed a portfolio of high net-worth clients and increased revenue by 20% in the last fiscal year

  • Answered by AI
Round 2 - HR 

(2 Questions)

  • Q1. What are your salary expectations?
  • Ans. 

    My salary expectations are in line with industry standards and commensurate with my experience and qualifications.

    • Research industry standards for the position

    • Consider my experience and qualifications

    • Be prepared to negotiate based on the overall compensation package offered

  • Answered by AI
  • Q2. What factors contribute to the determination of your offered CTC (Cost to Company)?
  • Ans. 

    CTC is determined by factors like industry standards, candidate's experience, skills, and negotiation.

    • Industry standards for the role

    • Candidate's level of experience and expertise

    • Specialized skills or certifications

    • Negotiation with the candidate

    • Company budget constraints

  • Answered by AI
Round 3 - BM 

(2 Questions)

  • Q1. How do you manage stress?
  • Ans. 

    I manage stress through regular exercise, meditation, and time management techniques.

    • Regular exercise helps me release tension and clear my mind.

    • Meditation allows me to stay present and focused, reducing anxiety.

    • Time management techniques help me prioritize tasks and avoid feeling overwhelmed.

    • I also make sure to take breaks and practice deep breathing when feeling stressed.

  • Answered by AI
  • Q2. How do you demonstrate your capabilities?
  • Ans. 

    I demonstrate my capabilities through my track record of successful client relationships, strategic planning, and exceeding targets.

    • Consistently exceeding sales targets by 20% through effective relationship management

    • Developing and implementing strategic plans to increase client retention by 30%

    • Receiving positive feedback from clients for my proactive communication and problem-solving skills

  • Answered by AI
Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
2-4 weeks
Result
Selected Selected

I applied via Recruitment Consulltant and was interviewed in Nov 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 - Group Discussion 

FPO experience, activities of FPO, Problem facing by FPO, challanges ,how to increase our business with FPO, what are benifits from samunnati to FPO, FPO role in present days, rules and regulations of FPO.

Round 3 - HR 

(1 Question)

  • Q1. FPO experience, facility provide by samunnati to FPO and benifits

Interview Preparation Tips

Interview preparation tips for other job seekers - Experience can help to every person
Interview experience
3
Average
Difficulty level
Moderate
Process Duration
4-6 weeks
Result
Selected Selected

I applied via Referral and was interviewed in Mar 2023. There were 3 interview rounds.

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 - One-on-one 

(1 Question)

  • Q1. Why you want to join the organisation
  • Ans. 

    I want to join the organization because of its strong reputation, growth opportunities, and alignment with my career goals.

    • The organization has a strong reputation in the industry, which will enhance my professional profile.

    • There are ample growth opportunities within the organization, allowing me to advance my career.

    • The organization's values and mission align with my own career goals and aspirations.

    • I am impressed by ...

  • Answered by AI
Round 3 - Technical 

(1 Question)

  • Q1. Experience Msme loan and client sourcing
  • Ans. 

    Experience in MSME loan and client sourcing

    • I have 5 years of experience in handling MSME loans and sourcing clients

    • I have a strong understanding of the MSME loan process and the requirements for approval

    • I have successfully sourced and onboarded numerous clients for MSME loans

    • I have a proven track record of meeting loan targets and achieving customer satisfaction

    • I am familiar with the documentation and compliance proced

  • Answered by AI

I applied via Walk-in and was interviewed before Sep 2021. There were 2 interview rounds.

Round 1 - Interview 

(2 Questions)

  • Q1. About my Experience related to my previous CEO experience.
  • Ans. 1.To organize the FPO & 1000 members to one point, Company ACT, filing compliance, Account opening for company, Business Plan - value added products from the commodities, Conducting meetings & training for farmers. 2.Capacity building. 3.Leadership qualities. 4. Chosing the right person for my company & Business as well. 5.System work.
  • Answered by sujantha jenifer
  • Q2. About my another experience MTS Mobilization Training Specialist .
  • Ans. 1.That was a very good experience, i had more exposure than that i have mobilize two field officers who comes under me & farmers as well. 2.Conducting Awareness Meeting. 3. Account opening. 4. Office based system works. 5. Even i come to know some of the auditing file by Registered new companies under Company Act was filed by me, which have to file by auditor because of his sick leave i was eagerly gained some experien...
  • Answered by sujantha jenifer
Round 2 - HR 

(1 Question)

  • Q1. Verification over my experience by sharing my certificates.
  • Ans. I explained about my experience & that I am willing to join, finally shared my certificates.
  • Answered by sujantha jenifer

Interview Preparation Tips

Interview preparation tips for other job seekers - Share with them the new location where they have to place.

Interview Questionnaire 

2 Questions

  • Q1. Have you working with presure ?
  • Ans. 

    Yes, I have experience working under pressure.

    • I have successfully managed multiple high-pressure projects simultaneously.

    • I am accustomed to meeting tight deadlines and delivering quality work under pressure.

    • I thrive in fast-paced environments and remain calm and focused during stressful situations.

    • I have received positive feedback from supervisors and colleagues for my ability to handle pressure.

    • For example, in my prev...

  • Answered by AI
  • Q2. Have you working with teams
  • Ans. 

    Yes, I have experience working with teams.

    • I have worked in cross-functional teams on various projects.

    • I have collaborated with colleagues from different departments to achieve common goals.

    • I have participated in team meetings, brainstorming sessions, and project planning.

    • I have effectively communicated and coordinated with team members to ensure smooth workflow.

    • I have contributed to team success by sharing ideas, provi...

  • Answered by AI

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