SBI Securities Relationship Manager Interview Questions, Process, and Tips

I am a dedicated and experienced Relationship Manager with a strong background in customer service and client retention.

• Over 5 years of experience in building and maintaining relationships with clients

• Skilled in identifying client needs and providing tailored solutions

• Proven track record of exceeding sales targets and retaining key accounts

I have over 5 years of experience in relationship management, working with high-net-worth clients and developing strong client relationships.

• Managed a portfolio of high-net-worth clients, providing personalized financial solutions

• Developed and maintained strong relationships with clients to ensure their financial goals were met

• Collaborated with internal teams to deliver exceptional service and exceed client expectation

Yes, I have knowledge about market products LI, GI, debenture, and bonds.

• LI stands for Life Insurance, which provides financial protection to beneficiaries upon the insured's death.

• GI refers to General Insurance, which covers a range of non-life insurance policies such as health, travel, and property insurance.

• Debentures are long-term debt instruments issued by companies to raise funds, typically offering a fixed rate ...read more

A demat account is an account that holds shares and securities in electronic form.

• Demat account stands for dematerialized account.

• It is used to hold securities such as stocks, bonds, and mutual funds in electronic form.

• To open a demat account, one needs to approach a depository participant (DP) like banks or brokers.

• Documents required for opening a demat account include identity proof, address proof, and PAN card.

• Once ...read more