SBI Securities Equity Relationship Manager Interview Questions and Answers

It was a good aptitude test.

The test was both good and challenging.

Q1. Are you knowledgeable about the stock market?
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Q2. What motivated you to choose Motilal Oswal as your workplace?
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Q3. What do you most like about the company
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Q4. Do you know how works market and how to invest
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Q1. Tell me more about yourself
Ans. 
I am a dedicated and experienced equity advisor with a strong track record of helping clients achieve their financial goals.
• Over 10 years of experience in the financial industry

• Specialize in equity investments and portfolio management

• Proven ability to analyze market trends and make strategic investment decisions

• Excellent communication and interpersonal skills

• Strong focus on client satisfaction and long-term relationshi
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Q2. What is your trading experience?
Ans. 
I have over 5 years of trading experience in various markets including stocks, options, and forex.
• Started trading stocks in college and gained experience through trial and error

• Took courses on options trading to expand knowledge and improve strategies

• Participated in forex trading competitions to test skills under pressure
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Q1. Difference Between public and private comapnies
Ans. 
Public companies are listed on stock exchanges and have shares available for public trading, while private companies are not listed and have limited shareholders.
• Public companies have shares that are traded on stock exchanges, allowing for public ownership and trading.

• Private companies are not listed on stock exchanges and have limited shareholders, often including founders, employees, and private investors.

• Public comp...read more
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Q1. 3 rounds of 1-1 interviews with the team
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Q2. Why UBS? Asking about stocks and company valuation
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Building simple financial model and doing some calculations

Q1. Where is the current market?
Ans. 
The current market is volatile due to economic uncertainty and geopolitical tensions.
• Market is experiencing fluctuations in response to global events

• Investors are cautious and seeking safe havens like gold and bonds

• Tech stocks are performing well due to increased reliance on technology during the pandemic
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Q2. What's the reason of market being down
Ans. 
Market downturn can be attributed to various factors such as economic indicators, geopolitical events, investor sentiment, and market speculation.
• Economic indicators like GDP growth, inflation, and interest rates can impact market performance.

• Geopolitical events such as trade wars, political instability, and global conflicts can create uncertainty and lead to market volatility.

• Investor sentiment plays a crucial role in...read more
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Q1. Tell me about yourself?
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Q2. What is Stockmarket?
Ans. 
Stock market is a platform where securities like stocks and bonds are bought and sold.
• Stock market is a place where investors can buy and sell shares of publicly traded companies.

• Prices of stocks are determined by supply and demand in the market.

• Stock exchanges like NYSE and NASDAQ are examples of platforms where stock trading takes place.
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Q3. What is Future & Options?
Ans. 
Future & Options are financial instruments that derive their value from an underlying asset and allow investors to speculate on price movements.
• Future contracts obligate the buyer to purchase an asset at a specific price on a future date.

• Options give the buyer the right, but not the obligation, to buy or sell an asset at a predetermined price within a specified time frame.

• Investors use futures and options for hedging, ...read more
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Q4. What is Option Greek?
Ans. 
Option Greek refers to a set of risk measures used in options trading to assess the sensitivity of an option's price to various factors.
• Option Greek includes measures such as Delta, Gamma, Theta, Vega, and Rho.

• Delta measures the change in option price relative to the change in the underlying asset's price.

• Gamma measures the rate of change of Delta.

• Theta measures the effect of time decay on the option's price.

• Vega measu...read more
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Q5. Salary expectations and about Previous job ?
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Q1. Same questions, that are asked in first round
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Q1. What does the company do?
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Q2. What is shares/SIP/Mutual fund?
Ans. 
Shares/SIP/Mutual fund are different investment options in the financial market.
• Shares represent ownership in a company and can be bought and sold on stock exchanges.

• SIP (Systematic Investment Plan) is a method of investing a fixed amount regularly in mutual funds.

• Mutual funds pool money from multiple investors to invest in a diversified portfolio of securities.

• Shares offer potential for high returns but come with high...read more
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Q3. What is derivatives.
Ans. 
Derivatives are financial instruments whose value is derived from an underlying asset or group of assets.
• Derivatives can be used for hedging, speculation, or arbitrage.

• Common types of derivatives include options, futures, forwards, and swaps.

• Derivatives allow investors to take on leverage and potentially amplify returns.

• They are traded on exchanges or over-the-counter (OTC) markets.

• Example: A call option on a stock giv...read more
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How fast can you calculate, game, AI interview (just have to record yourself while anwering some question)

Aptitude test ( test ours knowledge)

Q1. Technical round
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Q2. What about our company
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Q3. Explain financial statements
Ans. 
Financial statements are reports that provide information about a company's financial performance and position.
• Financial statements include the income statement, balance sheet, and cash flow statement.

• The income statement shows a company's revenues, expenses, and profits over a specific period of time.

• The balance sheet provides a snapshot of a company's assets, liabilities, and shareholders' equity at a specific point ...read more
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Q4. Explain ratio analysis
Ans. 
Ratio analysis is a method of evaluating a company's financial performance by analyzing relationships between various financial variables.
• Ratio analysis involves comparing different financial ratios to assess a company's profitability, liquidity, efficiency, and solvency.

• Common ratios used in ratio analysis include the debt-to-equity ratio, return on equity, current ratio, and gross margin ratio.

• By analyzing these rati...read more
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Q5. Are you flexible to work different locations
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