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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

Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
-
Round 1 - Case Study 

About any article or product selling

Round 2 - Aptitude Test 

Like how to look forward

Round 3 - Technical 

(2 Questions)

  • Q1. What is market cap
  • Ans. 

    Market cap, short for market capitalization, is the total value of a company's outstanding shares of stock.

    • Market cap is calculated by multiplying the current stock price by the total number of outstanding shares.

    • It is used to determine the size of a company and its relative value compared to other companies.

    • Market cap is an important metric for investors to consider when making investment decisions.

    • For example, if a c...

  • Answered by AI
  • Q2. What is technical indicators
  • Ans. 

    Technical indicators are mathematical calculations based on historical price, volume, or open interest data used to forecast future price movements in trading.

    • Technical indicators help traders make informed decisions by providing insights into market trends and potential price movements.

    • Examples of technical indicators include moving averages, relative strength index (RSI), and Bollinger Bands.

    • Traders use technical ind...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Go for positive attitude
Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Walk-in and was interviewed in Nov 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 - HR 

(2 Questions)

  • Q1. Basic Questions about Sales Knowledge
  • Q2. PVR Credit card Knowledge

Interview Preparation Tips

Topics to prepare for Kotak Securities Sales Executive interview:
  • Basic
Interview preparation tips for other job seekers - Easy Interview can attend walk in Interview
Overall Pay is good and Fat amount
Branch Staffing is Good

I applied via Naukri.com and was interviewed in Jul 2020. There was 1 interview round.

Interview Questionnaire 

2 Questions

  • Q1. If you looking for sales job in any industry you should have some knowledge how to sell any product (example:-sell me this pen)
  • Q2. As this is feild sell job you have to go to feild doing marketing and for that two wheeler are mandatory

Interview Preparation Tips

Interview preparation tips for other job seekers - If you are looking for any sales/marketing job there two wheeler and valid driving licence are mandatory doesn't matter whether you're experience or fresher in any sales background...
Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
-
Round 1 - One-on-one 

(1 Question)

  • Q1. Past experience

I applied via Walk-in and was interviewed before Dec 2020. There was 1 interview round.

Interview Questionnaire 

2 Questions

  • Q1. Documents for KYC
  • Ans. 

    KYC documents are required to verify the identity of the customer.

    • KYC stands for Know Your Customer.

    • Documents required for KYC include government-issued ID proof, address proof, and PAN card.

    • KYC is mandatory for opening bank accounts, investing in mutual funds, and other financial transactions.

  • Answered by AI
  • Q2. Introduce youself

Interview Preparation Tips

Interview preparation tips for other job seekers - Be in formals clothes and formal shoes
Clean shave for males is mandatory
Answer every question and dont be silent
Interview experience
5
Excellent
Difficulty level
Easy
Process Duration
2-4 weeks
Result
Selected Selected

I applied via Naukri.com and was interviewed in Sep 2023. There were 4 interview rounds.

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 - One-on-one 

(1 Question)

  • Q1. Nice interview not too much questions
Round 3 - One-on-one 

(1 Question)

  • Q1. Tell in about your self ?
Round 4 - One-on-one 

(1 Question)

  • Q1. Tell me about your self

Interview Preparation Tips

Interview preparation tips for other job seekers - Be camb

I applied via Referral and was interviewed before Jun 2020. There was 1 interview round.

Interview Questionnaire 

2 Questions

  • Q1. Tell me something about yourself ?
  • Q2. Why do you want to join this company ?

Interview Preparation Tips

Interview preparation tips for other job seekers - Be confident , whatever they ask
Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
-

I applied via Campus Placement

Round 1 - HR 

(1 Question)

  • Q1. What are the Financial services of Sharekhan ltd.
  • Ans. 

    Sharekhan Ltd. offers a range of financial services including online trading, investment advisory, research reports, and wealth management.

    • Online trading platform for stocks, commodities, and currencies

    • Investment advisory services to help clients make informed decisions

    • Research reports on market trends and stock recommendations

    • Wealth management services to help clients grow and protect their assets

  • Answered by AI
Round 2 - HR 

(1 Question)

  • Q1. What are the Financial Securities
  • Ans. 

    Financial securities are tradable assets representing financial value, such as stocks, bonds, and options.

    • Financial securities are instruments that can be bought, sold, or traded on financial markets.

    • They include stocks, bonds, options, futures, and other derivatives.

    • Stocks represent ownership in a company, while bonds represent debt owed by a company or government.

    • Options give the holder the right, but not the obligat...

  • Answered by AI

I applied via Company Website and was interviewed in Feb 2018. There were 3 interview rounds.

Interview Questionnaire 

3 Questions

  • Q1. More questions about current affairs.
  • Q2. What is knowledge about axis securities ltd.
  • Ans. 

    Axis Securities Ltd. is a subsidiary of Axis Bank, offering a wide range of financial services including stockbroking, investment advisory, and wealth management.

    • Axis Securities Ltd. is a leading stockbroking firm in India.

    • It is a subsidiary of Axis Bank, one of the largest private sector banks in India.

    • The company provides services like equity trading, derivatives trading, mutual funds, IPOs, and more.

    • Axis Securities ...

  • Answered by AI
  • Q3. Computer knowledge.

Interview Preparation Tips

General Tips: Don't nervous to answer any question. If you don't know the answer then please say you don't have idea about that.
Duration: 1-4 weeks

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 14 reviews

3.4/5

Rating in categories

3.3

Skill development

3.1

Work-life balance

3.0

Salary

3.1

Job security

3.4

Company culture

1.9

Promotions

2.9

Work satisfaction

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