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SBI Securities Relationship Manager Interview Questions, Process, and Tips

Updated 5 Jun 2024

Top SBI Securities Relationship Manager Interview Questions and Answers

SBI Securities Relationship Manager Interview Experiences

7 interviews found

Interview experience
3
Average
Difficulty level
-
Process Duration
-
Result
-
Round 1 - One-on-one 

(2 Questions)

  • Q1. HOW WILL YOU EXPAND BUSINESS
  • Q2. WHAT ACTIONS WILL YOU TAKE TO GET CONNECTED WITH CUSTOMERS
Round 2 - One-on-one 

(1 Question)

  • Q1. WHAT IS SALARY EXPECTATION

Interview Preparation Tips

Interview preparation tips for other job seekers - BE CONFIDENT ON YOUR VIEWS
Interview experience
5
Excellent
Difficulty level
Easy
Process Duration
-
Result
Selected Selected

I appeared for an interview before Jun 2023.

Round 1 - One-on-one 

(1 Question)

  • Q1. Tell me about demat account
  • Ans. 

    A demat account is an account that holds shares and securities in electronic form instead of physical certificates.

    • Demat stands for dematerialized account

    • It allows investors to trade and invest in securities without the need for physical certificates

    • Demat accounts are used for holding stocks, bonds, ETFs, mutual funds, and other securities

    • Transactions in demat accounts are processed electronically

    • Demat accounts are ope...

  • Answered by AI
Round 2 - One-on-one 

(1 Question)

  • Q1. Tell me about yourself and work experience
Round 3 - One-on-one 

(1 Question)

  • Q1. Tell me about demat account
  • Ans. 

    A demat account is an account that holds shares and securities in electronic form instead of physical certificates.

    • Demat stands for dematerialized account

    • It allows investors to trade and invest in securities without the need for physical certificates

    • Demat accounts are used for holding stocks, bonds, mutual funds, and other securities

    • Transactions in demat accounts are processed electronically

    • Demat accounts make trading

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Give 100%

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Interview experience
1
Bad
Difficulty level
Moderate
Process Duration
2-4 weeks
Result
Selected Selected

I applied via Referral and was interviewed in Oct 2022. There were 3 interview rounds.

Round 1 - Resume Shortlist 
Pro Tip by AmbitionBox:
Properly align and format text in your resume. A recruiter will have to spend more time reading poorly aligned text, leading to high chances of rejection.
View all tips
Round 2 - One-on-one 

(3 Questions)

  • Q1. How many years of experience do you have
  • Q2. What is your targets in previous organisation
  • Q3. Are you ready to work under pressure
Round 3 - HR 

(2 Questions)

  • Q1. Salary negotiation, anyhow they will not offer you more
  • Q2. Why should we hire you

Interview Preparation Tips

Interview preparation tips for other job seekers - Don't apply if you are not ready to take too much pressure, joining here is easy, but exiting this company is very very difficult as HR will not support you in any difficult position. No team operations here, ready to get scolding from clients regularly
Interview experience
5
Excellent
Difficulty level
Easy
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Walk-in and was interviewed in Mar 2023. There were 3 interview rounds.

Round 1 - Resume Shortlist 
Pro Tip by AmbitionBox:
Double-check your resume for any spelling mistakes. The recruiter may consider spelling mistakes as careless behavior or poor communication skills.
View all tips
Round 2 - HR 

(2 Questions)

  • Q1. Nothing question from my end
  • Q2. Job experience how workings cultural
Round 3 - HR 

(3 Questions)

  • Q1. No questions from my end
  • Q2. Job growth and ctc discussion
  • Q3. Benefits post and growth
  • Ans. 

    Benefits include competitive salary, opportunities for advancement, and professional development.

    • Competitive salary to attract top talent

    • Opportunities for advancement through training and mentorship programs

    • Professional development opportunities such as workshops and conferences

    • Health and wellness benefits like gym memberships or mental health resources

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Want a good post with good ctc

SBI Securities interview questions for designations

 Senior Relationship Manager

 (1)

 Equity Relationship Manager

 (1)

 Client Relationship Manager

 (1)

 Relationship Officer

 (30)

 Relationship Executive

 (2)

 Cluster Manager

 (2)

 Trade Sales Manager

 (1)

 Sales Manager

 (7)

Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via AmbitionBox and was interviewed in Dec 2022. There were 3 interview rounds.

Round 1 - Resume Shortlist 
Pro Tip by AmbitionBox:
Don’t add your photo or details such as gender, age, and address in your resume. These details do not add any value.
View all tips
Round 2 - Group Discussion 

Define banking system
Which year first time natinalise the Indian banks.

Round 3 - Aptitude Test 

What is your previous company.
What is your hobby.

Interview Preparation Tips

Topics to prepare for SBI Securities Relationship Manager interview:
  • Accounting
  • Project Management
  • GK
Interview preparation tips for other job seekers - Why you have searching for job,you must keeping your patience because pateince and hardworking is key to work.

I applied via Walk-in and was interviewed in Aug 2022. There were 3 interview rounds.

Round 1 - Resume Shortlist 
Pro Tip by AmbitionBox:
Keep your resume crisp and to the point. A recruiter looks at your resume for an average of 6 seconds, make sure to leave the best impression.
View all tips
Round 2 - HR 

(2 Questions)

  • Q1. Tell me about yourself ?
  • Q2. Can you travel daily?
Round 3 - HR 

(2 Questions)

  • Q1. What do you know about stock market?
  • Ans. 

    The stock market is a platform where publicly traded companies' stocks are bought and sold.

    • Stock market is a place where investors buy and sell shares of publicly traded companies

    • It is a platform for companies to raise capital by issuing stocks

    • The stock market is influenced by various factors such as economic indicators, political events, and company performance

    • Examples of stock markets include NYSE, NASDAQ, and Tokyo

  • Answered by AI
  • Q2. Can you do cross selling?
  • Ans. 

    Yes, I have experience in cross selling and have successfully increased revenue for my previous clients.

    • Identify customer needs and offer relevant products/services

    • Build rapport and trust with customers to increase likelihood of cross selling

    • Track and analyze customer behavior to identify opportunities for cross selling

    • Provide excellent customer service to encourage repeat business

    • Examples: Offering a credit card to a ...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Be confident and be knowledgeable about the nifty and banknifty.

I applied via Naukri.com and was interviewed in Dec 2020. There was 1 interview round.

Interview Questionnaire 

1 Question

  • Q1. What is your last working experience as well as knowledge of demat account

Interview Preparation Tips

Interview preparation tips for other job seekers - I will suggest to all of us your self confidence is must as well as your communication skill improve to customer satisfaction I them relationship build up on our customer that is

Interview questions from similar companies

I applied via Naukri.com and was interviewed before Jun 2020. There were 4 interview rounds.

Interview Questionnaire 

5 Questions

  • Q1. Describe a project which you consider your best work and explain approach behind your rationale and assumptions
  • Q2. What could have been other approaches to do same job
  • Ans. 

    Other approaches to the same job could include automation, outsourcing, or reorganizing the team.

    • Automation: Implementing technology to streamline processes and reduce manual labor.

    • Outsourcing: Hiring a third-party company to handle certain tasks or responsibilities.

    • Reorganizing the team: Restructuring roles and responsibilities to optimize efficiency and productivity.

    • Example: Automating inventory management to reduce ...

  • Answered by AI
  • Q3. ML gradient boosting algorithm related questions
  • Q4. Logistic regression related questions
  • Q5. Banking products knowledge was checked.... Like transactor, revolver, defaulter etc

Interview Preparation Tips

Interview preparation tips for other job seekers - Prepare CV thoroughly, have good understanding of algorithms and analytical approaches taken by you. Strengths weakness, why HSBC, why switch to banking domain. Be prepared for logical thinking based questions during round with senior mgmt. Prepare convincing answers and be smart in tackling difficult questions. Don't beat around the bush if you don't know something or you forgot. Be ready with things you would need to explain a project, keep numbers handy. Last but not the least don't fake your experience.

Interview Questionnaire 

1 Question

  • Q1. Question regarding SQL basic

I applied via Referral and was interviewed in Jun 2021. There were 3 interview rounds.

Interview Questionnaire 

1 Question

  • Q1. Regarding job role,location and product

Interview Preparation Tips

Interview preparation tips for other job seekers - As per candidates experience.

SBI Securities Interview FAQs

How many rounds are there in SBI Securities Relationship Manager interview?
SBI Securities interview process usually has 2-3 rounds. The most common rounds in the SBI Securities interview process are One-on-one Round, HR and Resume Shortlist.
How to prepare for SBI Securities Relationship Manager interview?
Go through your CV in detail and study all the technologies mentioned in your CV. Prepare at least two technologies or languages in depth if you are appearing for a technical interview at SBI Securities. The most common topics and skills that interviewers at SBI Securities expect are NISM, Trading, brokerage, Equity and HNI Client Handling.
What are the top questions asked in SBI Securities Relationship Manager interview?

Some of the top questions asked at the SBI Securities Relationship Manager interview -

  1. What do you know about stock mark...read more
  2. Can you do cross selli...read more
  3. Tell me about demat acco...read more

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SBI Securities Relationship Manager Interview Process

based on 13 interviews

3 Interview rounds

  • Resume Shortlist Round
  • One-on-one Round
  • HR Round
View more

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SBI Securities Relationship Manager Salary
based on 296 salaries
₹1.9 L/yr - ₹6.4 L/yr
27% less than the average Relationship Manager Salary in India
View more details

SBI Securities Relationship Manager Reviews and Ratings

based on 97 reviews

3.2/5

Rating in categories

3.0

Skill development

3.1

Work-life balance

3.3

Salary

3.1

Job security

3.0

Company culture

3.0

Promotions

2.9

Work satisfaction

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