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Protium Finance Senior Relationship Manager Interview Questions and Answers

Updated 1 Oct 2024

Protium Finance Senior Relationship Manager Interview Experiences

3 interviews found

Interview experience
1
Bad
Difficulty level
Easy
Process Duration
Less than 2 weeks
Result
-

I applied via Referral and was interviewed in Sep 2024. There was 1 interview round.

Round 1 - One-on-one 

(2 Questions)

  • Q1. How to business do you generate
  • Ans. 

    I generate business through networking, referrals, cold calling, and attending industry events.

    • Networking with industry professionals

    • Asking for referrals from satisfied clients

    • Cold calling potential leads

    • Attending industry events and conferences

    • Utilizing social media and online platforms for lead generation

  • Answered by AI
  • Q2. Total experience in mentioned field
  • Ans. 

    Over 10 years of experience in the financial services industry

    • Worked in various roles such as Relationship Manager, Financial Advisor, and Investment Analyst

    • Managed a portfolio of high net-worth clients, exceeding sales targets by 20% annually

    • Developed and implemented successful client retention strategies

    • Extensive knowledge of financial products and services

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Sales staff hiring authority only RSM in company
Interview experience
5
Excellent
Difficulty level
Easy
Process Duration
Less than 2 weeks
Result
No response

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

Round 1 - Direct branch 

(1 Question)

  • Q1. Experiance why resign last company

Senior Relationship Manager Interview Questions Asked at Other Companies

Q1. Difference between Participating product &non participating p ... read more
Q2. What would be your perspective about the portfolio of a client if ... read more
Q3. How to sell a pen? What makes you fit for this job? What is the s ... read more
Q4. Do u handling DSA & Connector
Q5. Best way to protect your holding with fear of falling price
Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Referral and was interviewed before Oct 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 

(5 Questions)

  • Q1. Tell me about your self?
  • Q2. Why do you want to left your current job?
  • Q3. What will be your contribution if you select?
  • Q4. What was your last salary (excluding and including incentives?
  • Q5. Will you travel extensively ? if yes how much distance ?
  • Ans. 

    Yes, I am willing to travel extensively based on the needs of the role.

    • I am open to traveling as much as required for the job.

    • I have previous experience with extensive travel for work.

    • I understand the importance of face-to-face meetings with clients and am willing to travel to maintain relationships.

    • I am flexible and adaptable to different travel distances and durations.

  • Answered by AI

Interview questions from similar companies

Interview experience
5
Excellent
Difficulty level
Easy
Process Duration
2-4 weeks
Result
Selected Selected

I applied via Job Fair and was interviewed in Jun 2024. There were 12 interview rounds.

Round 1 - Aptitude Test 

Leadership creater, good tutore

Round 2 - Coding Test 

Very good tutore...learn very well

Round 3 - One-on-one 

(2 Questions)

  • Q1. What is full name kyc
  • Ans. 

    KYC stands for Know Your Customer, a process used by financial institutions to verify the identity of their clients.

    • KYC is a regulatory requirement to prevent money laundering and fraud.

    • It involves collecting personal information such as name, address, and identification documents.

    • KYC also includes verifying the source of funds and assessing the risk associated with a client.

    • Examples of KYC documents include passport,

  • Answered by AI
  • Q2. What is full name amc
  • Ans. 

    AMC stands for Asset Management Company, which is a company that invests pooled funds from clients into securities.

    • AMC stands for Asset Management Company

    • AMCs manage pooled funds from clients

    • AMCs invest these funds into securities for clients

    • Examples: BlackRock, Vanguard, Fidelity

  • Answered by AI
Round 4 - Coding Test 

Coding test is good for us

Round 5 - HR 

(2 Questions)

  • Q1. What is salary deduction
  • Ans. 

    Salary deduction is the amount of money taken out of an employee's paycheck for various reasons such as taxes, benefits, or loan repayments.

    • Salary deduction is a common practice in payroll where a portion of an employee's salary is withheld for various purposes.

    • Examples of salary deductions include income tax, social security contributions, health insurance premiums, retirement savings, and loan repayments.

    • Employers ar...

  • Answered by AI
  • Q2. What is name of pf
  • Ans. 

    The name of PF refers to the Provident Fund, a retirement savings scheme in India.

    • PF stands for Provident Fund

    • It is a retirement savings scheme in India

    • Employers and employees contribute to the fund

    • The fund is managed by the Employees' Provident Fund Organisation (EPFO)

  • Answered by AI
Round 6 - Group Discussion 

Group discussion is good,we play many role

Round 7 - Case Study 

We play good role...as customer Ane wonder staff.

Round 8 - Case Study 

Case study we play role

Round 9 - Technical 

(2 Questions)

  • Q1. Our technical team is good
  • Q2. What is technical sheet
  • Ans. 

    A technical sheet is a document that provides detailed information about a product or service.

    • Contains specifications, features, and technical details of the product or service

    • May include diagrams, charts, or graphs to illustrate information

    • Used by sales teams, engineers, and customers to understand the product better

  • Answered by AI
Round 10 - Assignment 

Assignment is good for us

Round 11 - Group Discussion 

Group discussion with costomer and staff

Round 12 - HR 

(1 Question)

  • Q1. Wonder HR is very helpful

Interview Preparation Tips

Interview preparation tips for other job seekers - Very good... work place
Interview experience
5
Excellent
Difficulty level
Easy
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Walk-in and was interviewed in Nov 2024. There was 1 interview round.

Round 1 - HR 

(1 Question)

  • Q1. What was the last salary?
Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
-
Round 1 - HR 

(1 Question)

  • 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.
  • Answered Anonymously

Interview Preparation Tips

Interview preparation tips for other job seekers - Increase The Potential/Value of our self and that will be done by systematically Planned Day by Day work. Do SWOT analysis regularly.
Interview experience
4
Good
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Referral and was interviewed before Dec 2023. There was 1 interview round.

Round 1 - HR 

(2 Questions)

  • 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

  • Answered by AI
  • Q2. Work experience

Interview Preparation Tips

Interview preparation tips for other job seekers - While attending the interview, ensure you have all your work experience, qualifications, and family background details with you.
Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

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

Round 1 - HR 

(2 Questions)

  • Q1. How many years experience you have
  • Q2. What’s your current CTV

Interview Preparation Tips

Interview preparation tips for other job seekers - Nice company to work everything is good
Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Recruitment Consulltant and was interviewed before Jul 2022. There were 3 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 

(2 Questions)

  • Q1. Why do you want to join ICICI Prudential Mutual Funds
  • Q2. Where do you see 5 years down the line
Round 3 - Technical 

(4 Questions)

  • 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.

  • Answered by AI
  • 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.

  • Answered by AI
  • 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...

  • Answered by AI
  • 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

  • Answered by AI

Interview Preparation Tips

Topics to prepare for ICICI Prudential Mutual Fund Senior Relationship Manager interview:
  • New Fund Offer
  • Balanced Advantage Fund
  • Multi Asset Fund
  • AUM
Interview preparation tips for other job seekers - Join only if you want to learn something in detail about the investment world. If you are keen on working hard (not necessarily smart) then you can apply.
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 - Aptitude Test 

It's a normal test. No negative marking

Round 3 - HR 

(1 Question)

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

Interview Preparation Tips

Interview preparation tips for other job seekers - Target is around 10 times of your salary with MF SIP target. Senior support is good

Protium Finance Interview FAQs

How many rounds are there in Protium Finance Senior Relationship Manager interview?
Protium Finance interview process usually has 1-2 rounds. The most common rounds in the Protium Finance interview process are Resume Shortlist, HR and One-on-one Round.
How to prepare for Protium Finance Senior 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 Protium Finance. The most common topics and skills that interviewers at Protium Finance expect are Sales, Home Loans, Mortgage Loans, Direct Sales and Business Development.
What are the top questions asked in Protium Finance Senior Relationship Manager interview?

Some of the top questions asked at the Protium Finance Senior Relationship Manager interview -

  1. will you travel extensively ? if yes how much distanc...read more
  2. How to business do you gener...read more
  3. Total experience in mentioned fi...read more

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based on 3 Protium Finance interviews
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Protium Finance Senior Relationship Manager Salary
based on 66 salaries
₹2.2 L/yr - ₹3.9 L/yr
40% less than the average Senior Relationship Manager Salary in India
View more details

Protium Finance Senior Relationship Manager Reviews and Ratings

based on 21 reviews

4.0/5

Rating in categories

3.5

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3.7

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3.8

Salary & Benefits

3.8

Job Security

3.7

Company culture

3.0

Promotions/Appraisal

3.6

Work Satisfaction

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