Motilal Oswal Home Finance Senior Relationship Manager Interview Questions and Answers

Q1. What was the last salary?
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Q1. Are you a fresher
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Q2. Yes Home loan fresher
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Q1. Ctc discussion
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Q1. How would you achieve your goals?
Ans. I will work on Marketing and existing customer's References and as per my experience that always work.
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Q1. Tell me about yourself.
Ans. 
Experienced Senior Relationship Manager with a proven track record of building and maintaining strong client relationships.
• Over 10 years of experience in the financial services industry

• Successfully managed a portfolio of high net worth clients, exceeding sales targets by 20%

• Skilled in identifying client needs and providing tailored financial solutions

• Strong communication and negotiation skills

• Proficient in CRM software
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Q2. Work experience
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Q1. How many years experience you have
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Q2. What’s your current CTV
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Q1. Why do you want to join ICICI Prudential Mutual Funds
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Q2. Where do you see 5 years down the line
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Q1. What is Balance Advantage Fund
Ans. 
Balance Advantage Fund is a type of mutual fund that dynamically manages the allocation between equity and debt instruments.
• It aims to provide investors with the benefits of both equity and debt investments.

• The fund manager adjusts the allocation based on market conditions to optimize returns.

• Investors looking for a balanced approach to investing may consider Balance Advantage Funds.
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Q2. What were our recent NFO
Ans. 
Our recent NFOs include XYZ Fund and ABC Fund launched in the last quarter.
• XYZ Fund was a thematic fund focusing on technology sector.

• ABC Fund was a diversified equity fund with a focus on mid-cap companies.

• Both NFOs received positive response from investors and performed well in the market.
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Q3. What is/are Economic Macros (GDP/PMI/Inflation)
Ans. 
Economic macros refer to key economic indicators such as GDP (Gross Domestic Product), PMI (Purchasing Managers' Index), and inflation that provide insights into the overall health of an economy.
• GDP (Gross Domestic Product) measures the total value of all goods and services produced within a country's borders in a specific period.

• PMI (Purchasing Managers' Index) is a leading indicator of economic health that surveys pu...read more
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Q4. Benefit of investment in SIP of ICICI Mutual Funds
Ans. 
Investing in SIP of ICICI Mutual Funds offers the benefit of rupee cost averaging and compounding returns.
• Rupee cost averaging helps in reducing the impact of market volatility by investing a fixed amount regularly.

• Compounding returns allow investors to earn returns not only on their initial investment but also on the returns generated over time.

• ICICI Mutual Funds have a track record of delivering consistent returns ov
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It's a normal test. No negative marking

Q1. They asking about your experience and over view your profile
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