Kotak Securities Broking Relationship Manager Interview Questions and Answers for Experienced

Q1. Family Background
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Q2. Future Vision Mission
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To create a future vision mission, one must establish long-term goals and objectives that align with the organization's values and purpose.
• Define the organization's core values and purpose

• Set long-term goals and objectives that align with the values and purpose

• Create a strategic plan to achieve the goals and objectives

• Communicate the future vision mission to all stakeholders

• Regularly review and adjust the mission as ne
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Q1. Equity Derivative
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Q2. Mutual Funds Performance
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Q1. Previous experience banking
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Q1. Salary package details
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Q1. Why you want to change job.
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Q2. What is expectations
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Expectations are beliefs or hopes about what will happen or what someone will do.
• Expectations can be realistic or unrealistic

• Expectations can be communicated or uncommunicated

• Expectations can be met or unmet

• Expectations can affect relationships positively or negatively
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Q1. Myself and about stock market
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Q1. Introduce yourself for two minutes
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I am an experienced Relationship Manager with a strong track record in building and maintaining client relationships.
• I have over 5 years of experience in the banking industry, specifically in relationship management.

• I have a proven ability to understand and meet the needs of clients, resulting in increased customer satisfaction and retention.

• I am skilled in identifying opportunities for cross-selling and upselling fina...read more
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Q2. What is equity, call option, put options
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Equity is ownership in a company, call option is the right to buy a stock at a certain price, put option is the right to sell a stock at a certain price.
• Equity represents ownership in a company and can be in the form of stocks or shares.

• Call option is a contract that gives the holder the right, but not the obligation, to buy a stock at a certain price within a specified period.

• Put option is a contract that gives the ho...read more
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Q1. Tell me about yourseu
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Q1. Details about to introduce yourself firstly
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Q2. Discussion about previous job experiences
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Finally they putting questions about the job roles & responsibility