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SBI Mutual Fund Assistant Manager Interview Questions and Answers
SBI Mutual Fund Assistant Manager Interview Experiences
2 interviews found
Anonymous
I applied via Campus Placement and was interviewed in Oct 2024. There were 2 interview rounds.
It was a aptitude test contain 30 min test which include behavioural question , sales related situation based questions, and some reasoning question
Role of mutual funds in wealth creation
Interview Preparation Tips
I applied via Campus Placement and was interviewed before Aug 2020. There were 6 interview rounds.
Interview Questionnaire
4 Questions
- Q1. How would you add value to the organization??
- Q2. How good you are at team work??
- Q3. Where do you see yourself after 5 years??
- Q4. Why do you want to join this organisation??
Interview Preparation Tips
Always speak from organisation's prospective.
Assistant Manager Jobs at SBI Mutual Fund
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I applied via Referral and was interviewed before Jun 2020. There was 1 interview round.
Interview Questionnaire
4 Questions
- Q1. About past experience of working
- Q2. How will i manage myself in hard time
- Q3. How will i precise sales numbers in organisation
- Ans.
To precisely track sales numbers in an organization, it is important to implement effective data collection methods and utilize analytical tools.
Implement a robust CRM system to track sales activities and customer interactions.
Train sales teams to accurately record and update sales data in the CRM system.
Utilize data analytics tools to analyze sales trends, identify patterns, and forecast future sales.
Regularly review ...
- Q4. How i will achieve my KRA
Interview Preparation Tips
All HR and Managers are too supportive here ..
All The best Crack it
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 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.
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 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.
Selected
(2 Questions)
- Q1. Questions related to Company Law
- Q2. Questions from the past work done
Interview Preparation Tips
I appeared for an interview in Feb 2024.
(1 Question)
- Q1. What is management fees, performance fees, corporate action.
- Ans.
Management fees are charges paid by investors to the fund manager for managing their investments. Performance fees are additional fees paid based on the fund's performance. Corporate actions are events initiated by a company that impact its shareholders.
Management fees are fees charged by fund managers for managing investments
Performance fees are additional fees paid based on the fund's performance
Corporate actions are...
I applied via Recruitment Consulltant and was interviewed before Jun 2021. There was 1 interview round.
(1 Question)
- Q1. Equalization and fund structure of private equity,clawk back and journal entries related to PE
Interview Preparation Tips
SBI Mutual Fund Interview FAQs
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SBI Mutual Fund Assistant Manager Interview Process
based on 1 interview
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SBI Mutual Fund Assistant Manager Reviews and Ratings
based on 57 reviews
Rating in categories
|
Assistant Manager
225
salaries
|  ₹3.5 L/yr - ₹8 L/yr |
|
Relationship Manager
178
salaries
| ₹2 L/yr - ₹8 L/yr |
|
Deputy Manager
95
salaries
| ₹4.7 L/yr - ₹13.5 L/yr |
|
Sales Executive
61
salaries
| ₹2 L/yr - ₹4.5 L/yr |
|
Customer Service Executive
46
salaries
| ₹1.5 L/yr - ₹4.2 L/yr |
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