SBI Securities Client Relationship Manager Interview Questions and Answers

Q1. About self introduction
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Q2. About family details
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Q1. About resume and family background
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Q2. About company products
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Q1. About job role and work
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Q2. About company culture
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Q1. Tell me something about you
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I am a dedicated and empathetic Relationship Manager with a passion for helping clients achieve their financial goals.
• I have a strong background in finance and customer service

• I excel at building and maintaining relationships with clients

• I am skilled at analyzing financial data and providing tailored solutions

• I am a great communicator and problem-solver
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Q2. What is Mutual Funds in layman Language?
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Mutual funds are investment vehicles that pool money from multiple investors to invest in a diversified portfolio of securities.
• Mutual funds are managed by professional fund managers who make investment decisions on behalf of the investors.

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

• Mutual funds offer diversification, liquidity, and professional management to investors...read more
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Q3. How Mutual Funds Taxation Works
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Mutual funds taxation involves capital gains tax on profits from selling investments within the fund.
• Mutual funds are subject to capital gains tax when investments are sold for a profit

• Taxation varies based on the type of mutual fund (equity, debt, hybrid)

• Long-term capital gains tax is applicable if investments are held for more than 1 year

• Short-term capital gains tax is applicable if investments are held for less than
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Q4. Why you should invest money in Mutual Funds?
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Mutual funds offer diversification, professional management, and potential for higher returns compared to individual stock picking.
• Diversification: Mutual funds invest in a variety of assets, reducing risk compared to investing in individual stocks.

• Professional management: Fund managers make investment decisions on behalf of investors, leveraging their expertise and research.

• Potential for higher returns: Mutual funds h...read more
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Q5. What is Insurance & type of Insurance?
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Insurance is a financial product that provides protection against financial losses. There are various types of insurance available.
• Insurance is a contract between the insured (policyholder) and the insurer (insurance company).

• Types of insurance include life insurance, health insurance, auto insurance, home insurance, and more.

• Insurance premiums are paid by the insured in exchange for coverage against specified risks.

• In...read more
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Q6. AUM of India Mutual Funds industry
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Q7. Types of Mutual Funds?
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Mutual funds are investment vehicles that pool money from multiple investors to invest in a diversified portfolio of securities.
• Types of mutual funds include equity funds, bond funds, money market funds, and balanced funds.

• Equity funds invest in stocks, bond funds invest in bonds, money market funds invest in short-term debt securities, and balanced funds invest in a mix of stocks and bonds.

• Other types of mutual funds ...read more
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Q1. Walk me through you background
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I have a strong background in finance and customer relationship management, with experience in managing high net worth clients.
• Bachelor's degree in Finance from XYZ University

• 5+ years of experience in financial services industry

• Managed portfolio of high net worth clients, increasing assets under management by 20%

• Strong track record of building and maintaining client relationships
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Q1. What will know about magma company?
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Q2. How much you can earn in magma by sales?
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I am Kamana Dutta. Presently working pnb metlife Banca. Kolkata, paikpara pnb bank .

Q1. Why are you choice this company
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Q2. What do you know this company
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Q1. Why did you leave previous organisation
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Q2. Where do you see yourself in next 5 years?
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Q3. How long are you planning to stay
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Reasoning, Stats, Grammar Check.

It could be any topic, share your opinion and allow others to speak.

Q1. Why do you wanna quit your previous job?
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Q2. What value can you add to our organization?
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Q3. How good are you handling stress?
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