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Kotak Mahindra Bank Relationship Manager Interview Questions, Process, and Tips for Experienced

Updated 4 Feb 2025

Top Kotak Mahindra Bank Relationship Manager Interview Questions and Answers for Experienced

  • Q1. What is your strategy to achieve target's
  • Q2. What are the top mutual funds in the market ? What mutual fund do you suggest me ? and why Sell me a mutual Fund
  • Q3. How do you build relationships with customers and dealers?
View all 7 questions

Kotak Mahindra Bank Relationship Manager Interview Experiences for Experienced

34 interviews found

Interview experience
3
Average
Difficulty level
Easy
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via AmbitionBox and was interviewed in May 2024. There were 3 interview rounds.

Round 1 - Coding Test 

Coading skills always the deciding factors in programming interview .

Round 2 - Aptitude Test 

An aptitude test is an exam used to determine an individual skills or propensity to succeed in given activity.

Round 3 - One-on-one 

(2 Questions)

  • Q1. A one of one interview is type of job singles candidates meets with one interviewer for the purpose of discussing the candidates.
  • Q2. During the round an employee may contact you to ask a brief list of specific yes or no questions.

Interview Preparation Tips

Interview preparation tips for other job seekers - identify your goal
dedicate time
Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Walk-in and was interviewed before Dec 2023. There were 3 interview rounds.

Round 1 - HR 

(2 Questions)

  • Q1. What factors are motivating you to join our bank?
  • Ans. 

    I am motivated to join your bank because of its strong reputation, opportunities for growth, and commitment to customer service.

    • Strong reputation in the banking industry

    • Opportunities for career growth and advancement

    • Commitment to excellent customer service

    • Attracted to the bank's innovative products and services

  • Answered by AI
  • Q2. Can you tell me 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

    • Bachelor's degree in Finance from XYZ University

  • Answered by AI
Round 2 - Assignment 

Utilize MS Excel to verify your understanding of calculations.

Round 3 - Divisional level interview 

(2 Questions)

  • Q1. What knowledge do you have regarding sales-related work?
  • Ans. 

    I have extensive knowledge and experience in sales-related work, including prospecting, lead generation, client relationship management, and closing deals.

    • Experience in prospecting and identifying potential clients

    • Strong skills in lead generation and converting leads into sales

    • Ability to build and maintain client relationships

    • Proven track record of closing deals and meeting sales targets

  • Answered by AI
  • Q2. How do you build relationships with customers and dealers?
  • Ans. 

    Building relationships through effective communication, trust, and personalized service.

    • Establishing open lines of communication with regular check-ins

    • Providing personalized service tailored to the needs of each customer or dealer

    • Building trust through transparency and follow-up

    • Going above and beyond to exceed expectations, such as offering special promotions or discounts

    • Seeking feedback and actively listening to conce

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Please wear appropriate formal attire for the interview.

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Interview experience
4
Good
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Campus Placement and was interviewed in Dec 2023. There was 1 interview round.

Round 1 - One-on-one 

(1 Question)

  • Q1. What are the top mutual funds in the market ? What mutual fund do you suggest me ? and why Sell me a mutual Fund
  • Ans. 

    Some top mutual funds in the market include Vanguard Total Stock Market Index Fund, Fidelity Contrafund, and T. Rowe Price Blue Chip Growth Fund.

    • Vanguard Total Stock Market Index Fund is a popular choice for its low expense ratio and diversification across the entire U.S. stock market.

    • Fidelity Contrafund is known for its strong performance and experienced fund manager, Will Danoff.

    • T. Rowe Price Blue Chip Growth Fund fo...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Be confident.
Nobody knows everything about the stock market
Relationship manager roles should have good story telling abilities,persuading skills a good market knowledge
Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
-
Round 1 - One-on-one 

(2 Questions)

  • Q1. Family background ,experience
  • Q2. Future goals ,location

Kotak Mahindra Bank interview questions for designations

 Senior Relationship Manager

 (8)

 Branch Relationship Manager

 (7)

 Virtual Relationship Manager

 (7)

 NRI Relationship Manager

 (3)

 Senior Relationship Officer

 (1)

 Acquisition Manager

 (12)

 Branch Manager

 (9)

 Location Manager

 (1)

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

I applied via Job Portal and was interviewed before Oct 2023. There were 4 interview rounds.

Round 1 - Aptitude Test 

Case handling, deal handel, relationship management

Round 2 - Case Study 

Mat run s&s infant nonstarter

Round 3 - HR 

(2 Questions)

  • Q1. How many experiences in this field
  • Ans. 

    I have 5 years of experience in the field of relationship management.

    • 5 years of experience in relationship management

    • Successfully managed client relationships and portfolios

    • Implemented strategies to improve customer satisfaction and retention

    • Collaborated with cross-functional teams to achieve business goals

  • Answered by AI
  • Q2. How to deal with his costumer
  • Ans. 

    To deal with customers effectively, it is important to listen actively, show empathy, communicate clearly, and provide excellent service.

    • Listen actively to understand the customer's needs and concerns.

    • Show empathy by acknowledging their feelings and demonstrating understanding.

    • Communicate clearly and effectively to provide information and address any issues.

    • Provide excellent service by going above and beyond to meet th...

  • Answered by AI
Round 4 - HR 

(2 Questions)

  • Q1. How to dealer management
  • Ans. 

    Dealer management involves building and maintaining relationships with dealers to ensure mutual success.

    • Establish clear communication channels with dealers

    • Provide training and support to help dealers succeed

    • Monitor performance and provide feedback for improvement

    • Resolve conflicts and address concerns promptly

    • Collaborate with dealers on marketing strategies and promotions

  • Answered by AI
  • Q2. How to ta renu his dealers
  • Ans. 

    To retain dealers, it is important to build strong relationships, provide support and incentives, and communicate effectively.

    • Build strong relationships with dealers by regularly communicating, providing support, and showing appreciation.

    • Offer incentives such as bonuses, discounts, or exclusive deals to encourage loyalty.

    • Communicate effectively by listening to dealers' feedback, addressing any concerns promptly, and ke...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - How to deal with costumer and case study
Deal documents study
Dealer management

Get interview-ready with Top Kotak Mahindra Bank Interview Questions

Relationship Manager Interview Questions & Answers

user image Sushil Uttamrao pawar

posted on 29 Jan 2024

Interview experience
1
Bad
Difficulty level
-
Process Duration
Less than 2 weeks
Result
Not Selected

I applied via Recruitment Consulltant and was interviewed in Dec 2023. There was 1 interview round.

Round 1 - HR 

(5 Questions)

  • Q1. Basic Question asked only
  • Q2. About your self
  • Q3. Current C T C
  • Q4. What is you Current role
  • Q5. N. A

Interview Preparation Tips

Interview preparation tips for other job seekers - HR don’t have a basic knowledge of my role
Interview experience
4
Good
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Referral and was interviewed in Oct 2023. There was 1 interview round.

Round 1 - HR 

(2 Questions)

  • Q1. Ask about last ctc current requirements location
  • Q2. No more questions

Interview Preparation Tips

Interview preparation tips for other job seekers - One round interview with AVP & VP healthy discussion about Business, DSA, targets, job profile, earlier company job role etc.
Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
-

I applied via Recruitment Consulltant

Round 1 - HR 

(2 Questions)

  • Q1. Why leave you current job and what is your expectation
  • Q2. How many member in your family

Interview Preparation Tips

Interview preparation tips for other job seekers - Agressive work for better environment
Interview experience
4
Good
Difficulty level
-
Process Duration
-
Result
-
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. What skill set do you have ? What experience you have?
  • Ans. 

    I have a strong skill set in communication, relationship building, and problem-solving. I have over 5 years of experience in client management and sales.

    • Excellent communication skills

    • Strong relationship building abilities

    • Effective problem-solving skills

    • Over 5 years of experience in client management and sales

  • Answered by AI
Round 3 - Group Discussion 

If u know the topic just try to start the Gd or if topic is not known just listen others and give your views.

Interview Preparation Tips

Interview preparation tips for other job seekers - Be confident and correlate your skill set with you gonna create and add value to company
Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
2-4 weeks
Result
Selected Selected

I applied via Naukri.com 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 - One-on-one 

(2 Questions)

  • Q1. What was your role in last job??
  • Ans. 

    I was responsible for managing and nurturing client relationships in my previous role as a Relationship Manager.

    • Managed a portfolio of high net worth clients

    • Built and maintained strong relationships with clients

    • Provided personalized financial advice and solutions

    • Identified opportunities for cross-selling and upselling

    • Resolved client issues and concerns in a timely manner

  • Answered by AI
  • Q2. What is your expectations in this job??
  • Ans. 

    My expectations in this job are to build strong relationships with clients, exceed sales targets, and provide exceptional customer service.

    • Building and maintaining strong relationships with clients

    • Exceeding sales targets and driving revenue growth

    • Providing exceptional customer service and resolving any issues or concerns

    • Staying updated on industry trends and market conditions

    • Collaborating with internal teams to ensure ...

  • Answered by AI
Round 3 - One-on-one 

(1 Question)

  • Q1. What hike do you need in this job??
  • Ans. 

    The hike needed in this job is the ability to build and maintain strong relationships with clients.

    • Strong interpersonal and communication skills

    • Ability to understand and meet clients' needs

    • Proactive approach in identifying opportunities for growth

    • Knowledge of financial products and services

    • Ability to handle and resolve client complaints

    • Effective time management and organizational skills

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - interviewer should know about company before going for interview

Kotak Mahindra Bank Interview FAQs

How many rounds are there in Kotak Mahindra Bank Relationship Manager interview for experienced candidates?
Kotak Mahindra Bank interview process for experienced candidates usually has 2-3 rounds. The most common rounds in the Kotak Mahindra Bank interview process for experienced candidates are One-on-one Round, HR and Resume Shortlist.
How to prepare for Kotak Mahindra Bank Relationship Manager interview for experienced candidates?
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 Kotak Mahindra Bank. The most common topics and skills that interviewers at Kotak Mahindra Bank expect are Relationship Management, Portfolio Management, Branch Banking, Mutual Funds and Sales.
What are the top questions asked in Kotak Mahindra Bank Relationship Manager interview for experienced candidates?

Some of the top questions asked at the Kotak Mahindra Bank Relationship Manager interview for experienced candidates -

  1. What is your strategy to achieve targe...read more
  2. What are the top mutual funds in the market ? What mutual fund do you suggest m...read more
  3. How do you build relationships with customers and deale...read more
How long is the Kotak Mahindra Bank Relationship Manager interview process?

The duration of Kotak Mahindra Bank Relationship Manager interview process can vary, but typically it takes about less than 2 weeks to complete.

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Kotak Mahindra Bank Relationship Manager Interview Process for Experienced

based on 16 interviews

3 Interview rounds

  • Resume Shortlist Round
  • One-on-one Round
  • HR Round
View more
Kotak Mahindra Bank Relationship Manager Salary
based on 2.5k salaries
₹1.5 L/yr - ₹10 L/yr
19% more than the average Relationship Manager Salary in India
View more details

Kotak Mahindra Bank Relationship Manager Reviews and Ratings

based on 549 reviews

3.5/5

Rating in categories

3.3

Skill development

3.2

Work-life balance

3.4

Salary

3.4

Job security

3.2

Company culture

3.1

Promotions

3.1

Work satisfaction

Explore 549 Reviews and Ratings
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