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SBI Mutual Fund Relationship Manager Interview Questions and Answers

Updated 25 Jun 2024

SBI Mutual Fund Relationship Manager Interview Experiences

5 interviews found

Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Not Selected

I applied via Campus Placement and was interviewed in Aug 2023. There were 2 interview rounds.

Round 1 - Aptitude Test 

Basic question related to Lr and maths

Round 2 - Group Discussion 

Mutual fund vs stock

Interview Preparation Tips

Interview preparation tips for other job seekers - No
Interview experience
1
Bad
Difficulty level
Easy
Process Duration
4-6 weeks
Result
Selected Selected

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

Round 1 - One-on-one 

(2 Questions)

  • Q1. Tell me about yourself
  • Q2. Market Dynamics

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Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
4-6 weeks
Result
Selected Selected

I applied via Referral and was interviewed before Aug 2022. There were 4 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 - Aptitude Test 

Online aptitude test and NISM

Round 3 - Technical 

(1 Question)

  • Q1. Industry based questions
Round 4 - HR 

(1 Question)

  • Q1. Salary negotiations and location

I applied via LinkedIn and was interviewed in Jun 2021. There were 3 interview rounds.

Interview Questionnaire 

3 Questions

  • Q1. Self introduction
  • Q2. Market outlook, job experience
  • Q3. Case studies on investments

Interview Preparation Tips

Interview preparation tips for other job seekers - Domain knowledge is enough to get job in sbi mf . Initially need to clear online exam to get select for 2nd round . Once you cleared online test . Your job is almost confirm .

SBI Mutual Fund interview questions for designations

 Sales Officer

 (1)

 Sales Representative

 (1)

 Assistant Manager

 (2)

 RMS Manager

 (1)

 Product Manager

 (1)

 Salesman

 (1)

Interview Questionnaire 

1 Question

  • Q1. How many hours you can work for us

Interview Preparation Tips

Interview preparation tips for other job seekers - Interview was normal but after joining the culture is not supportive

Favouritism apply a lot here

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 Referral and was interviewed before Aug 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 - One-on-one 

(2 Questions)

  • Q1. PERSONAL INFORMATION & MARKET RELETED
  • Q2. No more questions about your job

Interview Preparation Tips

Interview preparation tips for other job seekers - Personal & job type questions how to handling client portfolio

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

SBI Mutual Fund Interview FAQs

How many rounds are there in SBI Mutual Fund Relationship Manager interview?
SBI Mutual Fund interview process usually has 2-3 rounds. The most common rounds in the SBI Mutual Fund interview process are Aptitude Test, Resume Shortlist and Technical.
How to prepare for SBI Mutual Fund 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 SBI Mutual Fund. The most common topics and skills that interviewers at SBI Mutual Fund expect are NISM, Channel Sales, Relationship Building, Sales and Channel Development.
What are the top questions asked in SBI Mutual Fund Relationship Manager interview?

Some of the top questions asked at the SBI Mutual Fund Relationship Manager interview -

  1. Market outlook, job experien...read more
  2. Case studies on investme...read more
  3. Industry based questi...read more

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SBI Mutual Fund Relationship Manager Interview Process

based on 8 interviews

Interview experience

3.6
  
Good
View more
SBI Mutual Fund Relationship Manager Salary
based on 179 salaries
₹2 L/yr - ₹8 L/yr
11% less than the average Relationship Manager Salary in India
View more details

SBI Mutual Fund Relationship Manager Reviews and Ratings

based on 38 reviews

3.7/5

Rating in categories

3.1

Skill development

3.5

Work-life balance

3.0

Salary

3.8

Job security

3.2

Company culture

3.1

Promotions

3.2

Work satisfaction

Explore 38 Reviews and Ratings
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Tiruppur

1-6 Yrs

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₹ 3.5-5 LPA

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1-5 Yrs

₹ 3.5-5 LPA

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