SBI Mutual Fund Sales Executive Interview Questions and Answers for Experienced

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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...read more
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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...read more
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Q1. Past experience
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Q1. Only self introduction
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Q1. Discussion about sales and marketing strategies
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Q2. Do's and dont,s about lead of customers
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Q1. How to find lead and convert into sales on market
Ans. 
Identify potential leads through research, engage them effectively, and nurture relationships to convert them into sales.
• Utilize social media platforms like LinkedIn to connect with potential clients and share valuable content.

• Attend industry conferences and networking events to meet prospects face-to-face and build rapport.

• Leverage email marketing campaigns to reach out to leads with personalized offers and follow-ups...read more
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Q2. How to sell insurance to customer daily
Ans. 
Selling insurance daily involves understanding customer needs, building relationships, and providing tailored solutions.
• Understand customer needs: Ask questions to identify their specific insurance requirements.

• Build trust: Share testimonials or success stories from satisfied clients to establish credibility.

• Educate the customer: Explain the benefits of different insurance products clearly, using relatable examples.

• Fol...read more
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Q3. Tell me your planning to selling insurance.
Ans. 
My planning for selling insurance involves understanding client needs, building relationships, and providing tailored solutions.
• Conduct thorough market research to identify potential clients and their insurance needs.

• Develop a personalized sales pitch that addresses specific concerns, such as family protection or retirement planning.

• Utilize networking opportunities, such as community events, to build relationships and ...read more
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Q4. How to sell sharekhan education to client
Ans. 
Sharekhan Education offers comprehensive financial training to empower clients in stock market investments.
• Highlight the importance of financial literacy: Explain how understanding the stock market can lead to better investment decisions.

• Showcase the curriculum: Provide details about the courses offered, such as technical analysis, fundamental analysis, and trading strategies.

• Use testimonials: Share success stories fro...read more
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Q5. Please don't join
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Q1. About me and about previous experience
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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
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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...read more
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