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NJ India Invest Senior Executive - CRM Interview Questions and Answers
NJ India Invest Senior Executive - CRM Interview Experiences
1 interview found
Vishal Kumar
Selected
I was interviewed in Jan 2025.
(2 Questions)
- Q1. What is mutual fund ?
- Ans.
A mutual fund is a type of investment vehicle consisting of a portfolio of stocks, bonds, or other securities, managed by a professional fund manager.
Mutual funds pool money from multiple investors to invest in a diversified portfolio of securities.
Investors buy shares of the mutual fund, which represent a portion of the holdings in the fund.
Mutual funds are managed by professional fund managers who make investment dec...
- Q2. How to make a mutual fund distributor?
- Ans.
To become a mutual fund distributor, one must obtain the necessary licenses, build a client base, and stay updated on market trends.
Obtain necessary licenses such as AMFI certification
Build a strong client base through networking and marketing
Stay updated on market trends and fund performance to provide valuable advice to clients
(2 Questions)
- Q1. Check your communication skill
- Q2. How to sale mutual fund ?
- Ans.
To sell mutual funds, it is important to understand the customer's financial goals, risk tolerance, and investment horizon.
Understand the customer's financial goals, risk tolerance, and investment horizon
Educate the customer about the benefits of mutual funds such as diversification, professional management, and potential for growth
Recommend suitable mutual fund options based on the customer's profile and goals
Provide ...
Interview Preparation Tips
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Interview questions from similar companies
Senior Executive - CRM Interview Questions & Answers
Axis Direct
Himanshu Kumar
posted on 23 Jun 2024
(2 Questions)
- Q1. Tell me about your self
- Q2. Something apart from you CV
Interview Preparation Tips
Assistant Manager Interview Questions & Answers
Motilal Oswal Financial Services
Anonymous
posted on 21 Feb 2022
I applied via Referral and was interviewed before Feb 2021. There was 1 interview round.
(7 Questions)
- Q1. What are your salary expectations?
- Q2. What is your family background?
- Q3. Share details of your previous job.
- Q4. Why should we hire you?
- Q5. Why are you looking for a change?
- Q6. What are your strengths and weaknesses?
- Q7. Tell me about yourself.
Interview Preparation Tips
I applied via Walk-in and was interviewed before Feb 2021. There was 1 interview round.
(1 Question)
- Q1. How much u gain product knowledge and market knowledge in your previous company it will be tested in technical round and your interpersonal skill also.
Interview Preparation Tips
I applied via Walk-in and was interviewed before Apr 2021. There was 1 interview round.
(1 Question)
- Q1. Experience previous organization related questions
Interview Preparation Tips
I applied via Naukri.com and was interviewed before Jul 2021. There were 2 interview rounds.
(1 Question)
- Q1. About stocks and mutual funds
(1 Question)
- Q1. Tell me about yourself
Interview Preparation Tips
I applied via Recruitment Consultant and was interviewed before Sep 2020. There were 3 interview rounds.
Interview Questionnaire
1 Question
- Q1. Why do you want to join kotak securities?
Interview Preparation Tips
I was interviewed in Apr 2021.
Interview Questionnaire
2 Questions
- Q1. Myself ppppppp
- Q2. Do you have any knowledge of demat account opening
- Ans.
Yes, I have knowledge of demat account opening.
I am familiar with the process of opening a demat account.
I understand the documentation required for demat account opening.
I am aware of the benefits and features of a demat account.
I have experience in assisting customers with demat account opening.
I can explain the demat account opening process to potential customers.
Interview Preparation Tips
I applied via Referral and was interviewed in Nov 2019. There were 4 interview rounds.
Interview Questionnaire
9 Questions
- Q1. Basics of stock market ( stock, Mf, IPO, FPO, PMS)
- Q2. Previous experience detail ( key responsibilities)
- Ans.
Managed team of 10 sales associates, created and implemented sales strategies, conducted performance evaluations
Managed a team of 10 sales associates
Created and implemented sales strategies to increase revenue
Conducted performance evaluations to assess team's progress
Collaborated with marketing department to develop promotional campaigns
- Q3. Why kotak securities?
- Ans.
Kotak Securities is a leading financial services company with a strong reputation and commitment to customer satisfaction.
Kotak Securities has a proven track record of success in the financial services industry
The company is known for its innovative products and services
Kotak Securities has a strong commitment to customer satisfaction and building long-term relationships
The company offers excellent career growth opport...
- Q4. Self Introduction
- Q5. Details of previous company brokerage detail?
- Ans.
I worked at XYZ brokerage firm for 3 years, specializing in commercial real estate transactions.
Managed a portfolio of high-net-worth clients
Negotiated lease agreements and property sales
Developed marketing strategies to attract new clients
Collaborated with legal and financial teams on complex deals
- Q6. Benefits of demat saving?
- Ans.
Demat saving offers a range of benefits for investors.
Eliminates the risk of loss, theft or damage of physical share certificates
Facilitates easy and quick transfer of securities
Reduces paperwork and transaction costs
Enables investors to hold a variety of securities in a single account
Provides access to real-time information and updates on investments
- Q7. Intraday, Delivery, ETF, Commodities?
- Q8. What about salary? How much u want?
- Q9. Family background?
- Ans.
My family background is diverse and supportive, with a mix of professions and interests.
My parents are both educators, instilling in me a love for learning and teaching.
I have a sibling who works in finance, providing a different perspective on business and management.
My extended family includes artists, engineers, and healthcare professionals, giving me a well-rounded view of various industries.
Interview Preparation Tips
2) Think that way..if they hire us ..its there benefit..if they don't..its there loss.( believe in your capabilities).
3) Dressed properly (Formals) it looks like Good Manager.
I applied via Walk-in and was interviewed in Dec 2019. There were 3 interview rounds.
Interview Questionnaire
3 Questions
- Q1. Tell me about ur self and ur previous experience?
- Q2. Why u want to join kotak?
- Q3. Are u ready to do hard work in sales?
Interview Preparation Tips
Should be cool.
Should be smiling face.
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NJ India Invest Senior Executive - CRM Interview Process
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