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Kotak Securities Relationship Manager Interview Questions, Process, and Tips

Updated 7 Jun 2024

Top Kotak Securities Relationship Manager Interview Questions and Answers

View all 11 questions

Kotak Securities Relationship Manager Interview Experiences

5 interviews found

Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
-
Round 1 - HR 

(2 Questions)

  • Q1. Tell me about your self
  • Q2. Tell me about mutual fund
  • Ans. 

    Mutual funds are investment vehicles that pool money from multiple investors to invest in a diversified portfolio of stocks, bonds, or other securities.

    • Mutual funds are managed by professional fund managers who make investment decisions on behalf of the investors.

    • Investors can buy shares of mutual funds, which represent a portion of the holdings in the fund.

    • Mutual funds offer diversification, liquidity, and professiona...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Learn about stock market
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 Resume tips
Round 2 - One-on-one 

(2 Questions)

  • Q1. NISM related questions
  • Q2. BSIC QUESTION OF NISM V
Round 3 - HR 

(2 Questions)

  • Q1. Family background Education
  • Q2. Education related Questions or family related

Interview Preparation Tips

Interview preparation tips for other job seekers - Good experience good company good environment for work.

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

I applied via Naukri.com and was interviewed before Oct 2022. There was 1 interview round.

Round 1 - One-on-one 

(3 Questions)

  • Q1. Tell me about your self
  • Q2. What is bank nifty
  • Ans. 

    Bank Nifty is an index that represents the performance of the banking sector in India.

    • Bank Nifty is a benchmark index for the banking sector in India.

    • It consists of the most liquid and large capitalized banking stocks listed on the National Stock Exchange (NSE).

    • Bank Nifty provides investors and traders with a way to track the overall performance of the banking sector.

    • It is used by market participants to speculate on or...

  • Answered by AI
  • Q3. What is muhrat Broking
  • Ans. 

    Muhrat Broking is a financial service provider that offers broking services for stocks, commodities, and currencies during auspicious times.

    • Muhrat Broking is a concept in Indian financial markets where trading is done during specific auspicious times as per Hindu astrology.

    • It is believed that trading during muhrat brings good luck and prosperity to the traders.

    • Muhrat trading is usually done on Diwali, the Hindu festiva...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Knowledge about company and trading

Relationship Manager Interview Questions & Answers

user image Siddhesh Haldankar

posted on 6 Feb 2024

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

I applied via Walk-in and was interviewed before Feb 2023. There was 1 interview round.

Round 1 - HR 

(1 Question)

  • Q1. Stock market questions

Kotak Securities interview questions for designations

 Branch Manager

 (3)

 Broking Relationship Manager

 (1)

 Assistant Relationship Manager

 (1)

 Pcg Relationship Manager

 (1)

 Relationship Officer

 (1)

 Risk Manager

 (1)

 Cluster Credit Manager

 (1)

 Territory Manager

 (1)

I applied via Naukri.com

Interview Questionnaire 

9 Questions

  • Q1. Intro yourself
  • Q2. What is the primary market
  • Ans. 

    The primary market is where new securities are issued and sold for the first time.

    • It is the market where companies raise capital by issuing new stocks or bonds.

    • Investors can purchase these securities directly from the issuing company.

    • Examples include initial public offerings (IPOs) and corporate bond offerings.

  • Answered by AI
  • Q3. What is the secondary market
  • Ans. 

    The secondary market refers to the financial market where previously issued securities are bought and sold.

    • It is a market where investors can trade securities that have already been issued.

    • It provides liquidity to investors by allowing them to buy and sell securities after their initial issuance.

    • The secondary market includes stock exchanges, bond markets, and other platforms where securities are traded.

    • Investors can bu...

  • Answered by AI
  • Q4. What is the future and option
  • Ans. 

    Futures and options are financial derivatives that allow investors to speculate on the future price movements of an underlying asset.

    • Futures contracts are agreements to buy or sell an asset at a predetermined price on a specified future date.

    • Options contracts give the holder the right, but not the obligation, to buy or sell an asset at a predetermined price within a specified period.

    • Both futures and options are commonl...

  • Answered by AI
  • Q5. What is the derivative
  • Ans. 

    The derivative is a mathematical concept that represents the rate of change of a function at a particular point.

    • The derivative measures how a function changes as its input changes

    • It is defined as the slope of the tangent line to the graph of the function at a given point

    • The derivative can be used to find the maximum and minimum values of a function

    • It is commonly used in calculus to solve problems involving rates of cha...

  • Answered by AI
  • Q6. How many type of trade
  • Ans. 

    There are several types of trade, including international trade, domestic trade, wholesale trade, and retail trade.

    • International trade involves the exchange of goods and services between countries.

    • Domestic trade refers to the buying and selling of goods and services within a country.

    • Wholesale trade involves the sale of goods in large quantities to retailers or other businesses.

    • Retail trade involves the sale of goods to...

  • Answered by AI
  • Q7. What is the capital and money market
  • Ans. 

    Capital market deals with long-term securities while money market deals with short-term securities.

    • Capital market is a market for long-term securities such as stocks, bonds, and debentures.

    • Money market is a market for short-term securities such as treasury bills, commercial papers, and certificates of deposit.

    • Capital market is used for raising long-term funds for investment in fixed assets.

    • Money market is used for shor...

  • Answered by AI
  • Q8. Which changes levied in share purchasing and selling
  • Ans. 

    Changes in share purchasing and selling

    • Introduction of online trading platforms

    • Implementation of circuit breakers to prevent extreme price fluctuations

    • Introduction of transaction taxes in some countries

    • Increased use of algorithmic trading

    • Regulatory changes to increase transparency and prevent insider trading

  • Answered by AI
  • Q9. Calculation of brokerage
  • Ans. 

    Calculation of brokerage is based on the percentage of the transaction value.

    • Brokerage is calculated as a percentage of the transaction value

    • The percentage may vary depending on the type of security being traded

    • For example, the brokerage for equity shares may be different from that of mutual funds

    • Brokerage may also be subject to a minimum and maximum limit

    • The brokerage amount is deducted from the investor's account

    • The ...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Full knowledge compulsory about share market AND about IPO ABOUT NCD FULL KNOWLEDGE OF TRADE

Get interview-ready with Top Kotak Securities Interview Questions

Interview questions from similar companies

Interview experience
4
Good
Difficulty level
-
Process Duration
-
Result
Selected Selected
Round 1 - One-on-one 

(4 Questions)

  • Q1. Tell me about yourself ?
  • Ans. 

    I am a dedicated and experienced Relationship Manager with a strong background in customer service and client retention.

    • Over 5 years of experience in building and maintaining relationships with clients

    • Skilled in identifying client needs and providing tailored solutions

    • Proven track record of exceeding sales targets and retaining key accounts

  • Answered by AI
  • Q2. Tell me about your past experience ?
  • Ans. 

    I have over 5 years of experience in relationship management, working with high-net-worth clients and developing strong client relationships.

    • Managed a portfolio of high-net-worth clients, providing personalized financial solutions

    • Developed and maintained strong relationships with clients to ensure their financial goals were met

    • Collaborated with internal teams to deliver exceptional service and exceed client expectation

  • Answered by AI
  • Q3. You have knowledge about market products LI,GI, debenture, bonds?
  • Ans. 

    Yes, I have knowledge about market products LI, GI, debenture, and bonds.

    • LI stands for Life Insurance, which provides financial protection to beneficiaries upon the insured's death.

    • GI refers to General Insurance, which covers a range of non-life insurance policies such as health, travel, and property insurance.

    • Debentures are long-term debt instruments issued by companies to raise funds, typically offering a fixed rate ...

  • Answered by AI
  • Q4. What is demat account you know how to open it?
  • Ans. 

    A demat account is an account that holds shares and securities in electronic form.

    • Demat account stands for dematerialized account.

    • It is used to hold securities such as stocks, bonds, and mutual funds in electronic form.

    • To open a demat account, one needs to approach a depository participant (DP) like banks or brokers.

    • Documents required for opening a demat account include identity proof, address proof, and PAN card.

    • Once ...

  • Answered by AI
Interview experience
5
Excellent
Difficulty level
Easy
Process Duration
4-6 weeks
Result
Selected Selected

I was interviewed in Aug 2024.

Round 1 - One-on-one 

(2 Questions)

  • Q1. Customer service question
  • Q2. Equity investment plan Equity investment plan is sip mutual funds stock market broking

Interview Preparation Tips

Interview preparation tips for other job seekers - Mutual fund sip stock market

I applied via Referral and was interviewed in Jan 2022. There was 1 interview round.

Round 1 - HR 

(4 Questions)

  • Q1. Share details of your previous job.
  • Ans. 

    I worked as a Relationship Manager at XYZ Bank.

    • Managed a portfolio of high net worth clients

    • Provided personalized financial advice and solutions

    • Built and maintained strong relationships with clients

    • Achieved sales targets and revenue growth

    • Collaborated with cross-functional teams to deliver exceptional customer service

  • Answered by AI
  • Q2. Tell me about yourself.
  • Ans. 

    I am an experienced Relationship Manager with a strong background in building and maintaining client relationships.

    • Experienced Relationship Manager

    • Skilled in building and maintaining client relationships

    • Strong communication and interpersonal skills

    • Proven track record of achieving sales targets

    • Proficient in financial analysis and risk assessment

    • Excellent problem-solving abilities

    • Ability to multitask and prioritize effec

  • Answered by AI
  • Q3. What are your salary expectations?
  • Ans. 

    I am open to discussing salary based on the responsibilities and opportunities offered by the position.

    • I believe that my skills and experience make me a valuable asset to the company, and I am confident that we can come to a mutually beneficial agreement regarding salary.

    • I am open to negotiation and would like to discuss the salary range for this position.

    • I am more interested in the growth opportunities and challenges ...

  • Answered by AI
  • Q4. What is your family background?
  • Ans. 

    My family background is diverse and has shaped my values and perspectives.

    • My parents come from different cultural backgrounds, which has exposed me to different traditions and customs.

    • I have siblings who have pursued various career paths, inspiring me to explore different opportunities.

    • My family has always emphasized the importance of education and personal growth.

    • We have a strong sense of community and often engage in...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - They just want business. So you should be ready to do that.
Interview experience
5
Excellent
Difficulty level
Easy
Process Duration
Less than 2 weeks
Result
Selected Selected

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

Round 1 - One-on-one 

(2 Questions)

  • Q1. Why will you do work in market
  • Q2. Cold colling and book manange
Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
-
Result
Selected Selected

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

Round 1 - HR 

(1 Question)

  • Q1. Pitch about the product you used to sell in your internship

Interview Preparation Tips

Interview preparation tips for other job seekers - It was very smooth and not a lot technical questions were asked, they asked about my internship as I'm a fresher and explained my job role. Asked me about client attraction and retention.
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Kotak Securities Interview FAQs

How many rounds are there in Kotak Securities Relationship Manager interview?
Kotak Securities interview process usually has 1-2 rounds. The most common rounds in the Kotak Securities interview process are HR, Resume Shortlist and One-on-one Round.
How to prepare for Kotak Securities 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 Kotak Securities. The most common topics and skills that interviewers at Kotak Securities expect are Sales, demat, Relationship Management, New Client Acquisition and broking.
What are the top questions asked in Kotak Securities Relationship Manager interview?

Some of the top questions asked at the Kotak Securities Relationship Manager interview -

  1. What is the primary mark...read more
  2. Which changes levied in share purchasing and sell...read more
  3. What is the future and opt...read more

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Kotak Securities Relationship Manager Interview Process

based on 5 interviews

Interview experience

4.4
  
Good
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Kotak Securities Relationship Manager Salary
based on 185 salaries
₹1.5 L/yr - ₹6.3 L/yr
22% less than the average Relationship Manager Salary in India
View more details

Kotak Securities Relationship Manager Reviews and Ratings

based on 40 reviews

3.0/5

Rating in categories

2.4

Skill development

3.7

Work-life balance

3.0

Salary

2.8

Job security

2.7

Company culture

2.5

Promotions

2.6

Work satisfaction

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