Mahindra Finance Relationship Manager Interview Questions and Answers

Q1. Your current job profile
Ans. 
I am currently working as a Relationship Manager at a financial institution.
• Building and maintaining relationships with clients

• Providing financial advice and solutions

• Meeting sales targets and KPIs

• Handling client inquiries and concerns

• Collaborating with other departments for client needs
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Q2. Check product knowledge
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All are software knowledge who provide in training

Q1. All about Cbs and crm software
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Q1. What are you job experience
Ans. I have 6 Year experience for finance knowledge
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Topic would be given in a group to discuss and see how an individua stand out

MCQ test to see your sttitude

Q1. Sales executive experience working good working
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Q2. Sales executive experience working sales good work
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Q3. Marketing experience working with sales executive experience working
Ans. 
I have marketing experience working closely with sales executives to develop and implement successful strategies.
• Developed marketing campaigns in collaboration with sales team to drive lead generation

• Utilized sales data to inform marketing strategies and target specific customer segments

• Coordinated with sales team to ensure alignment on messaging and goals

• Analyzed sales performance metrics to optimize marketing efforts
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Q4. Sales executive experience working with sales executive experience
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Q1. What does LTV stand for, and how is it calculated?
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Q2. What does ROI refer to?
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Q3. What is a CIBIL score?
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Q1. What is your name?
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Q2. What did you study?
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Q1. What is margin call?
Ans. 
Margin call is a demand by a broker for an investor to deposit more funds or securities to cover potential losses.
• Margin call occurs when the value of an investor's margin account falls below the broker's required amount.

• It is a warning that the investor needs to deposit more funds or securities to avoid the liquidation of their assets.

• Margin call is common in trading on margin, futures, and options.

• Example: If an inve...read more
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Q2. How will you do business with high pricing(ROI+PF)?
Ans. 
I will focus on building strong relationships and demonstrating the value of our services to justify the high pricing.
• Emphasize the unique benefits and advantages of our services

• Provide case studies and success stories to showcase our track record

• Offer personalized solutions and tailored packages to meet individual needs

• Maintain open communication and follow-up regularly to ensure satisfaction

• Continuously seek feedback...read more
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Q3. Your latest business figures in previous organization.
Ans. 
I successfully increased business figures by 20% in my previous organization.
• Increased sales by implementing effective marketing strategies

• Expanded client base by building strong relationships with existing clients and acquiring new ones

• Achieved targets consistently by analyzing market trends and adapting business strategies accordingly
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Q4. What were the products in your last organization?
Ans. 
The products in my last organization were a range of financial services including savings accounts, loans, credit cards, and investment products.
• Savings accounts

• Loans

• Credit cards

• Investment products
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Q5. What is your nearby potential area for business?
Ans. 
My nearby potential area for business is the downtown area of the city.
• The downtown area has a high concentration of businesses and professionals.

• There are several large corporations and financial institutions located in the downtown area.

• The area is easily accessible by public transportation and has ample parking options.

• There are also several popular restaurants and cafes in the area, making it a popular destination ...read more
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Q1. Explanation experience
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Q2. Explanation it work process
Ans. 
Explanation of work process
• The work process involves understanding the client's needs and goals

• Building and maintaining relationships with clients

• Providing financial advice and solutions tailored to each client

• Regularly reviewing and updating client portfolios

• Collaborating with other departments to ensure client satisfaction
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