SBI Mutual Fund Relationship Manager Interview Questions and Answers

Mutual funds are investment vehicles that pool money from multiple investors to invest in a diversified portfolio of stocks, bonds, or other securities.

• Mutual funds are managed by professional fund managers who make investment decisions on behalf of the investors.

• Investors can buy shares of mutual funds, which represent a portion of the holdings in the fund.

• Mutual funds offer diversification, liquidity, and professiona...read more

I will assess the situation, communicate with the client, and work on a plan to recover the defaulted portfolio.

• Assess the reasons for default and the extent of the damage

• Communicate with the client to understand their situation and concerns

• Work on a plan to recover the defaulted portfolio, which may involve restructuring the loan or collateral

• Monitor the progress of the recovery plan and make adjustments as necessary

• M...read more

Analyze the reasons for underperformance and take corrective measures.

• Identify the reasons for underperformance

• Analyze market trends and economic conditions

• Rebalance the portfolio

• Consider diversification

• Consult with investment experts

• Communicate with clients and provide regular updates