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SBI Mutual Fund Office Assistant Interview Questions, Process, and Tips
SBI Mutual Fund Office Assistant Interview Experiences
1 interview found
Geethanjali Geethanjali
Selected
I applied via Approached by Company and was interviewed in Jul 2024. There were 2 interview rounds.
(3 Questions)
- Q1. What is the bank account?
- Ans.
A bank account is a financial account maintained by a bank for a customer.
A bank account allows individuals or businesses to deposit money, withdraw funds, and perform other financial transactions.
There are different types of bank accounts such as savings accounts, checking accounts, and money market accounts.
Bank accounts typically come with features like debit cards, online banking, and mobile banking.
Customers can e...
- Q2. What is the furniture?
- Ans.
Furniture refers to movable objects intended to support various human activities such as seating, sleeping, and storage.
Furniture includes items like chairs, tables, beds, sofas, cabinets, and shelves.
It can be made from various materials such as wood, metal, plastic, and fabric.
Furniture is essential for creating functional and comfortable living or working spaces.
- Q3. What is the purchase?
- Ans.
A purchase is the act of buying goods or services in exchange for money or other forms of payment.
A purchase involves exchanging money or payment for goods or services
It can be done in person at a store, online, or over the phone
Examples: buying groceries at a supermarket, purchasing a new phone online
(2 Questions)
- Q1. What is the cash?
- Ans.
Cash is physical currency in the form of coins and banknotes, used for transactions.
Cash is tangible money that can be used to make purchases or pay debts.
It is typically in the form of coins and paper currency issued by the government.
Cash transactions are immediate and do not involve electronic transfers.
Cash is commonly used for small purchases or in situations where electronic payment methods are not available.
- Q2. What is the deposit asset?
- Ans.
A deposit asset refers to funds that are deposited into a bank account or other financial institution.
Deposit assets can include cash, checks, money orders, and electronic transfers.
These funds are typically held by the bank on behalf of the account holder.
Deposit assets can earn interest or be used to make withdrawals or payments.
Examples of deposit assets include savings accounts, checking accounts, and certificates
Interview Preparation Tips
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Anonymous
I applied via Referral and was interviewed before Dec 2021. There were 2 interview rounds.
(2 Questions)
- Q1. Normal Question Take it easy
- Q2. General questions so take it easy
Interview Preparation Tips
I appeared for an interview in Jun 2021.
Interview Questionnaire
2 Questions
- Q1. About share marketing.
- Q2. Regarding SIP
Interview Preparation Tips
They will check your attitude confidence and your work fashion answer there questions with full confidence.
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?
- Ans.
I want to join Kotak Securities for its innovative approach, strong market presence, and commitment to client success.
Kotak Securities has a strong reputation in the financial services industry, which aligns with my career goals.
The company's focus on technology and innovation, such as its user-friendly trading platform, excites me.
I admire Kotak's commitment to customer service and financial literacy, which resonates ...
Interview Preparation Tips
I applied via Walk-in and was interviewed in Feb 2021. There were 3 interview rounds.
Interview Questionnaire
3 Questions
- Q1. Any one related mi
- Q2. I what job in our company.this company hiring mi?
- Q3. I have graduate in BMS field so give me a one chance.
Interview Preparation Tips
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
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 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 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 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.
SBI Mutual Fund Interview FAQs
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SBI Mutual Fund Office Assistant Interview Process
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SBI Mutual Fund Office Assistant Reviews and Ratings
based on 4 reviews
Rating in categories
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