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SBI Mutual Fund Management Trainee Interview Questions and Answers

Updated 29 Jan 2022

SBI Mutual Fund Management Trainee Interview Experiences

1 interview found

I applied via Campus Placement and was interviewed before Jan 2021. 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 - Group Discussion 

Any Current affairs topic

Interview Preparation Tips

Interview preparation tips for other job seekers - It's a great place for am Intern to learn and grasp new thing.
Employee are very helpful.
Learn alot from the Internship

Interview questions from similar companies

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.

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 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 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
Interview experience
4
Good
Difficulty level
Easy
Process Duration
Less than 2 weeks
Result
Selected Selected

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

Round 1 - One-on-one 

(5 Questions)

  • Q1. Basic Accounting questions
  • Q2. Percentage calculation
  • Q3. Primary and secondary market products
  • Q4. Situational questions
  • Q5. Behavioral questions

Interview Preparation Tips

Interview preparation tips for other job seekers - Prepare well
Interview experience
4
Good
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Walk-in and was interviewed before Apr 2023. There were 3 interview rounds.

Round 1 - HR 

(1 Question)

  • Q1. About work experience
Round 2 - One-on-one 

(1 Question)

  • Q1. Working experience
Round 3 - Assignment 

Grammar n comprehensive test

Interview experience
4
Good
Difficulty level
Moderate
Process Duration
2-4 weeks
Result
Selected Selected

I applied via Naukri.com and was interviewed before Jul 2023. There was 1 interview round.

Round 1 - One-on-one 

(2 Questions)

  • Q1. About company products? How u know the company?
  • Q2. Self instruction
Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
-
Round 1 - One-on-one 

(2 Questions)

  • Q1. Past Experiences
  • Q2. About capital markets

SBI Mutual Fund Interview FAQs

How many rounds are there in SBI Mutual Fund Management Trainee interview?
SBI Mutual Fund interview process usually has 2 rounds. The most common rounds in the SBI Mutual Fund interview process are Resume Shortlist and Group Discussion.

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SBI Mutual Fund Management Trainee Salary
based on 4 salaries
₹3 L/yr - ₹6.7 L/yr
17% less than the average Management Trainee Salary in India
View more details

SBI Mutual Fund Management Trainee Reviews and Ratings

based on 4 reviews

4.1/5

Rating in categories

1.8

Skill development

3.3

Work-life balance

2.6

Salary

2.6

Job security

1.8

Company culture

2.6

Promotions

2.6

Work satisfaction

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