SBI Securities Client Relationship Manager Interview Questions and Answers

The market cap of Indian stock market is constantly changing based on the performance of the companies listed on the stock exchange.

• Market cap is the total value of all the shares of companies listed on the stock exchange

• It is calculated by multiplying the total number of outstanding shares by the current market price of each share

• As of August 2021, the market cap of Indian stock market is around $3.2 trillion

• The marke...read more

Yes, I have knowledge of demat account opening.

• I am familiar with the process of opening a demat account.

• I understand the documentation required for demat account opening.

• I am aware of the benefits and features of a demat account.

• I have experience in assisting customers with demat account opening.

• I can explain the demat account opening process to potential customers.

Managed team of 10 sales associates, created and implemented sales strategies, conducted performance evaluations

• Managed a team of 10 sales associates

• Created and implemented sales strategies to increase revenue

• Conducted performance evaluations to assess team's progress

• Collaborated with marketing department to develop promotional campaigns

Kotak Securities is a leading financial services company with a strong reputation and commitment to customer satisfaction.

• Kotak Securities has a proven track record of success in the financial services industry

• The company is known for its innovative products and services

• Kotak Securities has a strong commitment to customer satisfaction and building long-term relationships

• The company offers excellent career growth opport...read more

I worked at XYZ brokerage firm for 3 years, specializing in commercial real estate transactions.

• Managed a portfolio of high-net-worth clients

• Negotiated lease agreements and property sales

• Developed marketing strategies to attract new clients

• Collaborated with legal and financial teams on complex deals

Demat saving offers a range of benefits for investors.

• Eliminates the risk of loss, theft or damage of physical share certificates

• Facilitates easy and quick transfer of securities

• Reduces paperwork and transaction costs

• Enables investors to hold a variety of securities in a single account

• Provides access to real-time information and updates on investments

My family background is diverse and supportive, with a mix of professions and interests.

• My parents are both educators, instilling in me a love for learning and teaching.

• I have a sibling who works in finance, providing a different perspective on business and management.

• My extended family includes artists, engineers, and healthcare professionals, giving me a well-rounded view of various industries.