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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 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)

 Assistant Relationship Manager

 (1)

 Broking 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

I applied via Referral and was interviewed before Aug 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 - One-on-one 

(2 Questions)

  • Q1. PERSONAL INFORMATION & MARKET RELETED
  • Q2. No more questions about your job

Interview Preparation Tips

Interview preparation tips for other job seekers - Personal & job type questions how to handling client portfolio

I applied via Newspaper Ad and was interviewed in Feb 2022. There were 2 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 - HR 

(2 Questions)

  • Q1. Why you want to change job.
  • Q2. What is expectations
  • Ans. 

    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

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Sales and marketing skills needs, good communication add more credit

I applied via Referral and was interviewed in May 2022. 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. Myself and about stock market

Interview Preparation Tips

Interview preparation tips for other job seekers - Be confident and do not hesitate even you are wrong..
Interview experience
2
Poor
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Campus Placement and was interviewed before Feb 2022. There were 2 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 

(2 Questions)

  • Q1. Introduce yourself for two minutes
  • Ans. 

    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...

  • Answered by AI
  • Q2. What is equity, call option, put options
  • Ans. 

    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...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Be prepared to answer about stock market managers are not much knowledgeable, you should be clever
Interview experience
4
Good
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Recruitment Consulltant and was interviewed before Oct 2022. There were 2 interview rounds.

Round 1 - One-on-one 

(1 Question)

  • Q1. About job related
Round 2 - HR 

(1 Question)

  • Q1. Salary discussion

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
View more

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Kotak Securities Relationship Manager Salary
based on 190 salaries
₹1.5 L/yr - ₹6.3 L/yr
20% less than the average Relationship Manager Salary in India
View more details

Kotak Securities Relationship Manager Reviews and Ratings

based on 41 reviews

3.1/5

Rating in categories

2.6

Skill development

3.8

Work-life balance

3.2

Salary

3.0

Job security

2.9

Company culture

2.7

Promotions

2.8

Work satisfaction

Explore 41 Reviews and Ratings
Relationship Manager (Assistant & Deputy Manager)

Vijayawada,

Visakhapatnam

+1

1-5 Yrs

₹ 3-6 LPA

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