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SBI Mutual Fund Sales Executive Interview Questions and Answers

Updated 24 Aug 2022

SBI Mutual Fund Sales Executive Interview Experiences

1 interview found

I applied via Walk-in and was interviewed in Jul 2022. There were 3 interview rounds.

Round 1 - Aptitude Test 

20 Q's are given with a time limit of 30 mins in which you must get a 9 marks minimum for clearing a round.

Round 2 - One-on-one 

(1 Question)

  • Q1. Manager round with general questions.
Round 3 - HR 

(1 Question)

  • Q1. Last round for salary discussion.

Interview Preparation Tips

Topics to prepare for SBI Mutual Fund Sales Executive interview:
  • Reasoning
  • English
  • Maths
Interview preparation tips for other job seekers - Focus on Aptitude test and have some knowledge about mutual funds.

Interview questions from similar companies

I was interviewed before Sep 2016.

Interview Questionnaire 

1 Question

  • Q1. Growth prospects and compensation

Interview Preparation Tips

Round: Test
Duration: 25 minutes
Total Questions: 40

Round: Group Discussion
Tips: You should show how you can stand out in the competitive crowd
Duration: 5 minutes

Skills: Selling Skills, Analytical Skills
Interview experience
4
Good
Difficulty level
-
Process Duration
-
Result
-
Round 1 - Aptitude Test 

Refer from Rs Agarwal book its helps me to crack the interview

Round 2 - HR 

(2 Questions)

  • Q1. Need to speak bold and honestly
  • Q2. Discussed about ctc
Round 3 - HR 

(1 Question)

  • Q1. Speak clearly and softly
Interview experience
4
Good
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Referral and was interviewed in Dec 2023. There were 2 interview rounds.

Round 1 - HR 

(2 Questions)

  • Q1. Tell me about your self
  • Q2. Why want to join in sales?
Round 2 - Behavioral 

(2 Questions)

  • Q1. Tell about sales?
  • Ans. 

    Sales is the process of selling products or services to customers.

    • Sales involves identifying potential customers and their needs.

    • Salespeople use various techniques to persuade customers to make a purchase.

    • Sales requires building relationships with customers and providing excellent customer service.

    • Sales can involve negotiating prices, closing deals, and meeting sales targets.

    • Sales can be done through various channels s...

  • Answered by AI
  • Q2. Who can take loans?
  • Ans. 

    Almost anyone can take loans depending on their eligibility and the lender's criteria.

    • Individuals who meet the lender's eligibility criteria can take loans.

    • Common types of loan borrowers include individuals, businesses, and organizations.

    • Loan eligibility factors may include credit score, income, employment history, and collateral.

    • Examples of loan borrowers include students taking education loans, entrepreneurs starting

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Before going to interview... search about company and requirements... Prepare accordingly
Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
-
Round 1 - HR 

(1 Question)

  • Q1. Mainly questions about self and working experience

Interview Preparation Tips

Interview preparation tips for other job seekers - For job seekers:
1. Tailor your resume to each job application.
2. Network actively; utilize LinkedIn and attend industry events.
3. Prepare for interviews by researching the company and practicing common questions.
4. Stay persistent and positive; rejection is part of the process.
5. Continuously update your skills and adapt to industry trends.
Interview experience
4
Good
Difficulty level
-
Process Duration
-
Result
-
Round 1 - HR 

(2 Questions)

  • Q1. Field knowledge
  • Q2. Background

Interview Preparation Tips

Interview preparation tips for other job seekers - Good job and hard work field
Interview experience
4
Good
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Naukri.com and was interviewed in Feb 2023. There were 3 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 

Check the ablility to do the field work

Round 3 - HR 

(2 Questions)

  • Q1. Reason for leaving the previous company
  • Q2. What was your expected CTC
  • Ans. 

    I was expecting a CTC of around $X per annum.

    • I have researched the market and industry standards for this role.

    • I have also taken into consideration my experience and skills.

    • Based on these factors, I was expecting a CTC of around $X per annum.

    • However, I am open to negotiation and would be willing to discuss further.

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - High discussion on the salary part so keep this in mind

I applied via Referral and was interviewed in Oct 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 

(5 Questions)

  • Q1. About professional questions
  • Q2. Sales target how to achi e,delear appointment how to do
  • Q3. Field sales generation
  • Q4. On line offline sales generatio
  • Q5. How to deal with customer
  • Ans. 

    Dealing with customers requires active listening, empathy, and effective communication.

    • Listen actively to understand their needs and concerns

    • Show empathy and understanding towards their situation

    • Communicate effectively and clearly to provide solutions

    • Build rapport and trust through positive interactions

    • Handle complaints and objections with patience and professionalism

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Be smart and proactive ask everything to ur seniors

I applied via Walk-in and was interviewed in Aug 2022. 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. For carier growth and quick incentives
  • Q2. Y do u choose this field

Interview Preparation Tips

Interview preparation tips for other job seekers - Be confident and speak English frequently
Round 1 - Resume Shortlist 
Pro Tip by AmbitionBox:
Don’t add your photo or details such as gender, age, and address in your resume. These details do not add any value.
View all tips
Round 2 - HR 

(3 Questions)

  • Q1. Tell Me About Yourself and Tell Me Are you experience this Line
  • Q2. Okk you are a sallcted
  • Q3. Very good Smart Work

Interview Preparation Tips

Interview preparation tips for other job seekers - You are a great & You are a not a poor of anyone so you are a thinking is right nothing wrong with it

SBI Mutual Fund Interview FAQs

How many rounds are there in SBI Mutual Fund Sales Executive interview?
SBI Mutual Fund interview process usually has 3 rounds. The most common rounds in the SBI Mutual Fund interview process are Aptitude Test, One-on-one Round and HR.
How to prepare for SBI Mutual Fund Sales Executive 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 Relationship Building, Channel Sales, Business Planning, Channel Development and Customer Satisfaction.

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SBI Mutual Fund Sales Executive Salary
based on 64 salaries
₹2 L/yr - ₹4.5 L/yr
At par with the average Sales Executive Salary in India
View more details

SBI Mutual Fund Sales Executive Reviews and Ratings

based on 15 reviews

3.7/5

Rating in categories

3.6

Skill development

3.5

Work-life balance

3.4

Salary

3.5

Job security

3.7

Company culture

2.5

Promotions

3.3

Work satisfaction

Explore 15 Reviews and Ratings
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