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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 Representative

 (1)

 Sales Officer

 (1)

 Assistant Manager

 (2)

 Product Manager

 (1)

 RMS 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 Naukri.com and was interviewed before Oct 2021. There was 1 interview round.

Round 1 - HR 

(2 Questions)

  • Q1. Tell me about yourself?
  • Ans. Confidently answer and you will be through
  • Answered Anonymously
  • Q2. Can u do sells if yess sell me a savings account
  • Ans. 

    Yes, I can sell savings accounts. Our savings account offers competitive interest rates and no monthly fees.

    • I would start by asking the customer about their current savings account and if they are happy with it.

    • Then, I would highlight the benefits of our savings account such as the competitive interest rates and no monthly fees.

    • I would also mention any additional perks such as online banking and mobile app access.

    • Final...

  • Answered by AI

Interview Preparation Tips

Topics to prepare for Kotak Mahindra Bank Assistant Manager interview:
  • Banking
Interview preparation tips for other job seekers - Confidently answer all questions and remember they will ask you questions regarding sales. Answer smartly

Interview Questionnaire 

2 Questions

  • Q1. Why choose bank job
  • Q2. Bank job is professional job here upgrade your skill and learn all human profile, your career growth so up.

Interview Questionnaire 

1 Question

  • Q1. What is your best skill?

Interview Questionnaire 

2 Questions

  • Q1. What to do customer any financial facilities help us
  • Ans. 

    Financial facilities can help us attract and retain customers by providing convenient and accessible services.

    • Financial facilities such as credit cards, loans, and savings accounts can help customers manage their finances effectively.

    • Offering competitive interest rates and flexible repayment options can attract customers to choose our financial services.

    • Providing online banking and mobile apps for easy access to accoun...

  • Answered by AI
  • Q2. Fd rd insurance demate

I applied via Naukri.com and was interviewed in Nov 2020. There were 3 interview rounds.

Interview Questionnaire 

3 Questions

  • Q1. About your Experience
  • Q2. About your analysis skills
  • Q3. Understand skills

Interview Preparation Tips

Interview preparation tips for other job seekers - Company is good and also having good experience in preacher Work

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, HR and Group Discussion.
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 174 salaries
₹2 L/yr - ₹7.3 L/yr
17% less than the average Relationship Manager Salary in India
View more details

SBI Mutual Fund Relationship Manager Reviews and Ratings

based on 37 reviews

3.8/5

Rating in categories

3.2

Skill development

3.5

Work-life balance

3.0

Salary

3.9

Job security

3.3

Company culture

3.1

Promotions

3.3

Work satisfaction

Explore 37 Reviews and Ratings
Relationship Manager - ETF Sales/Passive Funds

Hyderabad / Secunderabad

5-10 Yrs

₹ 8-18 LPA

Relationship Manager - ETF Sales/Passive Funds

Bangalore / Bengaluru

5-10 Yrs

₹ 8-18 LPA

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