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SBI Securities Relationship Officer Interview Questions, Process, and Tips

Updated 5 Apr 2025

Top SBI Securities Relationship Officer Interview Questions and Answers

View all 10 questions

SBI Securities Relationship Officer Interview Experiences

30 interviews found

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

(1 Question)

  • Q1. What are your expectations
Interview experience
5
Excellent
Difficulty level
Easy
Process Duration
4-6 weeks
Result
Selected Selected

I applied via Referral and was interviewed before Sep 2023. There were 2 interview rounds.

Round 1 - HR 

(2 Questions)

  • Q1. Tell me something about yourself
  • Ans. 

    I am a dedicated and passionate Relationship Officer with a strong background in customer service and financial management.

    • I have a Bachelor's degree in Business Administration

    • I have 5 years of experience in the banking industry

    • I excel in building and maintaining relationships with clients

    • I am skilled in financial analysis and risk assessment

  • Answered by AI
  • Q2. What is your location
  • Ans. 

    I am located in the heart of the city, close to major transportation hubs.

    • Located in the city center

    • Close to public transportation

    • Accessible from major highways

  • Answered by AI
Round 2 - HR 

(2 Questions)

  • Q1. Why you want to join sbi
  • Ans. 

    I want to join SBI because of its strong reputation, opportunities for growth, and the chance to make a positive impact on the community.

    • SBI has a strong reputation as one of the largest and most trusted banks in India

    • I see great opportunities for career growth and development within SBI

    • I am passionate about making a positive impact on the community through financial services

  • Answered by AI
  • Q2. What is your experience
  • Ans. 

    I have 5 years of experience in customer relationship management and sales.

    • Managed client accounts and provided personalized service

    • Developed and maintained relationships with customers to increase retention

    • Achieved sales targets through effective communication and problem-solving

    • Utilized CRM software to track customer interactions and preferences

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - No

Relationship Officer Interview Questions Asked at Other Companies

asked in Axis Bank
Q1. What are the types of accounts in a bank?
Q2. If in a certain language, MADRAS is coded as NBESBT, how is BOMBA ... read more
asked in Axis Bank
Q3. Can you build strong business relationships with builders, CA, an ... read more
Q4. What do you about share markets?
asked in Axis Bank
Q5. What you know about sales and housing loan industry
Interview experience
4
Good
Difficulty level
Moderate
Process Duration
2-4 weeks
Result
Selected Selected

I applied via Campus Placement and was interviewed in Apr 2023. 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 - Group Discussion 

Impact on social media

Round 3 - Personal Interview 

(2 Questions)

  • Q1. Family background and location
  • Q2. Parents were farmers and iam currently living in Hyderabad
Interview experience
3
Average
Difficulty level
Easy
Process Duration
2-4 weeks
Result
Selected Selected

I applied via Naukri.com and was interviewed in Aug 2023. There was 1 interview round.

Round 1 - Designation related questions 

(2 Questions)

  • Q1. What is dmat a/c
  • Ans. 

    A demat account (short for dematerialized account) is an account that holds shares and securities in electronic form.

    • Demat accounts eliminate the need for physical share certificates

    • Investors can buy, sell, and transfer securities electronically

    • Demat accounts are used for trading in the stock market

    • They are similar to a bank account but for holding securities

  • Answered by AI
  • Q2. Investment and trading app

SBI Securities interview questions for designations

 Relationship Executive

 (2)

 Client Relationship Manager

 (1)

 Relationship Manager

 (7)

 Equity Relationship Manager

 (1)

 Senior Relationship Manager

 (1)

 Operations Officer

 (1)

 Senior Officer

 (1)

 Sales Officer

 (2)

Interview experience
4
Good
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Naukri.com and was interviewed in Mar 2023. There were 2 interview rounds.

Round 1 - HR 

(2 Questions)

  • Q1. Abou my Education
  • Q2. Abou my Experience & Salary
Round 2 - HR 

(1 Question)

  • Q1. Past Designation

Interview Preparation Tips

Interview preparation tips for other job seekers - Be prepared and go for interview

Get interview-ready with Top SBI Securities Interview Questions

Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
-
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. They seen my skills and development way of thoughts,and what I have gain a knowledge for represent my self or to my organization,and and we must have an attitude that to understand the customer's needs ,or...
  • Q2. What is you skill and eligibility

Interview Preparation Tips

Interview preparation tips for other job seekers - 1st understanding the thing's before you judge or answer, then have a good way of talking with an attractive attitude......

Relationship Officer Jobs at SBI Securities

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

I applied via Walk-in and was interviewed before Dec 2023. There was 1 interview round.

Round 1 - Group Discussion 

Personal and professional experience.

Interview Preparation Tips

Interview preparation tips for other job seekers - Earn Investment Certificate from NISM and SEBI issue.
Interview experience
2
Poor
Difficulty level
Easy
Process Duration
2-4 weeks
Result
Selected Selected

I applied via Walk-in and was interviewed in Jul 2022. There were 2 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. Introduce yourself? Why do you think you are suitable for sales profile?
  • Q2. Knowledge about equity and demat??

Interview Preparation Tips

Interview preparation tips for other job seekers - Sales, pressure, low income you should select only near by locations

I applied via Walk-in and was interviewed in Aug 2022. There were 2 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 - One-on-one 

(2 Questions)

  • Q1. Why You Job change now
  • Q2. What is your current CTC

Interview Preparation Tips

Interview preparation tips for other job seekers - You don't accept Heavy Salary
Working life good

I applied via Referral and was interviewed in Dec 2021. There was 1 interview round.

Interview Questionnaire 

5 Questions

  • Q1. Self introduction?
  • Q2. What do you about share markets?
  • Q3. Do you have a previous experience?
  • Ans. 

    Yes, I have previous experience in the field of relationship management.

    • I have worked as a Relationship Officer at XYZ Bank for 2 years.

    • During my tenure, I was responsible for managing a portfolio of over 500 clients.

    • I have also successfully resolved customer complaints and increased customer satisfaction.

    • In addition, I have completed a certification course in Relationship Management from ABC Institute.

    • I am confident t...

  • Answered by AI
  • Q4. Are u interested to working for this job?
  • Ans. 

    Yes, I am very interested in working for this job.

    • I have a passion for building relationships and helping people

    • I have relevant experience in customer service and sales

    • I am excited about the opportunity to work with a dynamic team and grow professionally

  • Answered by AI
  • Q5. And banking?

Interview Preparation Tips

Interview preparation tips for other job seekers - Making a good impression interviewer.
And study about share markets

SBI Securities Interview FAQs

How many rounds are there in SBI Securities Relationship Officer interview?
SBI Securities interview process usually has 1-2 rounds. The most common rounds in the SBI Securities interview process are HR, Resume Shortlist and One-on-one Round.
How to prepare for SBI Securities Relationship Officer 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 demat, Account Opening, Sales, Selling and Cross Sales.
What are the top questions asked in SBI Securities Relationship Officer interview?

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

  1. What do you about share market...read more
  2. Are you comfortable in selling to bank custom...read more
  3. Do you know about demat and its purp...read more
How long is the SBI Securities Relationship Officer interview process?

The duration of SBI Securities Relationship Officer interview process can vary, but typically it takes about less than 2 weeks to complete.

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SBI Securities Relationship Officer Interview Process

based on 41 interviews

2 Interview rounds

  • Resume Shortlist Round
  • HR Round
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Fast track your campus placements

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SBI Securities Relationship Officer Salary
based on 813 salaries
₹1.1 L/yr - ₹3.8 L/yr
13% less than the average Relationship Officer Salary in India
View more details

SBI Securities Relationship Officer Reviews and Ratings

based on 336 reviews

3.8/5

Rating in categories

3.6

Skill development

3.7

Work-life balance

3.4

Salary

3.4

Job security

3.6

Company culture

3.2

Promotions

3.5

Work satisfaction

Explore 336 Reviews and Ratings
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₹2.4 L/yr - ₹6.8 L/yr

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₹2.1 L/yr - ₹5.4 L/yr

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