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SBI Mutual Fund Assistant Manager Interview Questions and Answers

Updated 26 Nov 2024

SBI Mutual Fund Assistant Manager Interview Experiences

2 interviews found

Interview experience
3
Average
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Not Selected

I applied via Campus Placement and was interviewed in Oct 2024. There were 2 interview rounds.

Round 1 - Aptitude Test 

It was a aptitude test contain 30 min test which include behavioural question , sales related situation based questions, and some reasoning question

Round 2 - Group Discussion 

Role of mutual funds in wealth creation

Interview Preparation Tips

Interview preparation tips for other job seekers - communication skills matter

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

Interview preparation tips for other job seekers - Be Confident, Speak meaningful, never afraid to say "NO".
Always speak from organisation's prospective.

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Assistant Manager Jobs at SBI Mutual Fund

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Interview questions from similar companies

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 ...

  • Answered by AI
  • Q4. How i will achieve my KRA

Interview Preparation Tips

Interview preparation tips for other job seekers - Just be what you are .Be stressfree ,
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.

Round 1 - One-on-one 

(1 Question)

  • Q1. Experience previous organization related questions

Interview Preparation Tips

Interview preparation tips for other job seekers - As per resume question and Educational information

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

Interview preparation tips for other job seekers - Should be confidence when giving answer.
Should be cool.
Should be smiling face.

I applied via Naukri.com and was interviewed before Jul 2021. There were 2 interview rounds.

Round 1 - Technical 

(1 Question)

  • Q1. About stocks and mutual funds
Round 2 - HR 

(1 Question)

  • Q1. Tell me about yourself

Interview Preparation Tips

Interview preparation tips for other job seekers - A good company to work with with good working environment

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

  • Answered by AI
  • 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...

  • Answered by AI
  • 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

  • Answered by AI
  • 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

  • Answered by AI
  • 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.

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - 1) Always be Confident.
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.
Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected
Round 1 - One-on-one 

(2 Questions)

  • Q1. Questions related to Company Law
  • Q2. Questions from the past work done

Interview Preparation Tips

Interview preparation tips for other job seekers - Company Law and FEMA on tips
Interview experience
5
Excellent
Difficulty level
Easy
Process Duration
-
Result
No response

I appeared for an interview in Feb 2024.

Round 1 - One-on-one 

(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...

  • Answered by AI

I applied via Recruitment Consulltant and was interviewed before Jun 2021. There was 1 interview round.

Round 1 - One-on-one 

(1 Question)

  • Q1. Equalization and fund structure of private equity,clawk back and journal entries related to PE

Interview Preparation Tips

Interview preparation tips for other job seekers - Be confident and study well regarding the basics n concept of accounting and private equity structure

SBI Mutual Fund Interview FAQs

How many rounds are there in SBI Mutual Fund Assistant Manager interview?
SBI Mutual Fund interview process usually has 2 rounds. The most common rounds in the SBI Mutual Fund interview process are Aptitude Test and Group Discussion.
How to prepare for SBI Mutual Fund Assistant 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 SBI Mutual Fund. The most common topics and skills that interviewers at SBI Mutual Fund expect are Mutual Funds, MS Office, Ca, Companies Act and Customer Satisfaction.

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SBI Mutual Fund Assistant Manager Interview Process

based on 1 interview

Interview experience

3
  
Average
View more
SBI Mutual Fund Assistant Manager Salary
based on 225 salaries
₹3.5 L/yr - ₹8 L/yr
33% less than the average Assistant Manager Salary in India
View more details

SBI Mutual Fund Assistant Manager Reviews and Ratings

based on 57 reviews

4.0/5

Rating in categories

3.5

Skill development

3.9

Work-life balance

3.3

Salary

4.2

Job security

3.9

Company culture

3.2

Promotions

3.8

Work satisfaction

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