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SBI Securities Trade Sales Manager Interview Questions and Answers

Updated 28 Apr 2024

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

I applied via campus placement at Kumaraguru College of Technology, Coimbatore and was interviewed in Nov 2024. There were 2 interview rounds.

Round 1 - Group Discussion 

The group discussion was conducted on the basic topic of "Education System in India." After announcing the topic, the HR provided three minutes for preparation, during which participants were allowed to take notes. Subsequently, each person spoke about the topic for 30 seconds. Following the individual presentations, a three-minute discussion took place among the members.

Round 2 - One-on-one 

(4 Questions)

  • Q1. What is meant by securities?
  • Ans. 

    Securities are financial instruments that represent ownership or debt in a company or government entity.

    • Securities can include stocks, bonds, options, and futures.

    • They are bought and sold on financial markets.

    • Investors purchase securities as a way to potentially earn a return on their investment.

    • Securities can be issued by corporations, governments, or other organizations.

    • They provide investors with the opportunity to ...

  • Answered by AI
  • Q2. What is meant by the repo rate and reverse repo rate?
  • Ans. 

    Repo rate is the rate at which the central bank lends money to commercial banks, while reverse repo rate is the rate at which the central bank borrows money from commercial banks.

    • Repo rate is used by the central bank to control inflation and money supply in the economy.

    • Reverse repo rate is used to absorb excess liquidity from the market.

    • Changes in repo rate and reverse repo rate influence the interest rates in the econ...

  • Answered by AI
  • Q3. What is the difference between stocks and mutual funds?
  • Ans. 

    Stocks represent ownership in a single company, while mutual funds pool money from multiple investors to invest in a diversified portfolio of stocks, bonds, or other securities.

    • Stocks represent ownership in a single company, giving investors the potential for high returns but also higher risk.

    • Mutual funds pool money from multiple investors to invest in a diversified portfolio of stocks, bonds, or other securities, redu...

  • Answered by AI
  • Q4. Can you provide an introduction about yourself and share details about your family background?
  • Ans. 

    I am a Relationship Manager with a strong background in finance and customer service. My family is supportive and close-knit.

    • Experienced Relationship Manager in finance industry

    • Skilled in customer service and building client relationships

    • Close-knit and supportive family background

  • Answered by AI

Interview Preparation Tips

Topics to prepare for ICICI Securities Relationship Manager interview:
  • NISM VA
  • NISM VII
  • NISM VIII
Interview preparation tips for other job seekers - The recruitment process was straightforward, and the HR team was very friendly throughout the process; it is essential to have basic knowledge in finance.
Interview experience
4
Good
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
No response

I applied via Campus Placement and was interviewed before Jan 2024. There were 6 interview rounds.

Round 1 - HR 

(3 Questions)

  • Q1. Resune checked Tell me about your self
  • Q2. What are your strenghth
  • Q3. Why should we hire you
Round 2 - Case Study 

Knowledge of share market.

Round 3 - Assignment 

Like exams of derivates

Round 4 - Technical 

(3 Questions)

  • Q1. How to identify stock for investment
  • Q2. Is option trading profitable
  • Q3. How would benefit from your analysis
Round 5 - Group Discussion 

Verbal skill and problem solving ability

Round 6 - Coding Test 

Find the missing integer

Interview Preparation Tips

Topics to prepare for Motilal Oswal Financial Services Relationship Manager interview:
  • Technical
Interview preparation tips for other job seekers - Technical analysis question
Interview experience
4
Good
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via campus placement at International College of Financial Planning, Mumbai and was interviewed in Feb 2024. There was 1 interview round.

Round 1 - One-on-one 

(7 Questions)

  • Q1. Tell me something about you
  • Ans. 

    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

  • Answered by AI
  • Q2. What is Mutual Funds in layman Language?
  • Ans. 

    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...

  • Answered by AI
  • Q3. How Mutual Funds Taxation Works
  • Ans. 

    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

  • Answered by AI
  • Q4. Why you should invest money in Mutual Funds?
  • Ans. 

    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...

  • Answered by AI
  • Q5. What is Insurance & type of Insurance?
  • Ans. 

    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...

  • Answered by AI
  • Q6. AUM of India Mutual Funds industry
  • Q7. Types of Mutual Funds?
  • Ans. 

    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 ...

  • Answered by AI
Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Indeed and was interviewed in Jan 2024. There was 1 interview round.

Round 1 - Technical 

(4 Questions)

  • Q1. DSA kitne hai aur kitne Active hai
  • Q2. Business kaisa karonge
  • Q3. Tell me about ur self
  • Q4. Experience konsa hai aur Financial me kitne sal se ho

Interview Preparation Tips

Interview preparation tips for other job seekers - Keep Business
Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
Not Selected
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 - Aptitude Test 

I am Kamana Dutta. Presently working pnb metlife Banca. Kolkata, paikpara pnb bank .

Round 3 - One-on-one 

(2 Questions)

  • Q1. Why are you choice this company
  • Q2. What do you know this company

Interview Questionnaire 

1 Question

  • Q1. What products sell in when you was working there wonder home finance
  • Ans. 

    Various financial products such as home loans, mortgage refinancing, home equity loans, and insurance policies were popular at Wonder Home Finance.

    • Home loans

    • Mortgage refinancing

    • Home equity loans

    • Insurance policies

  • Answered by AI

I applied via Walk-in and was interviewed in Feb 2021. There were 3 interview rounds.

Interview Questionnaire 

1 Question

  • Q1. What is mutual fund, what cams do? Full form cams. About company.

Interview Preparation Tips

Interview preparation tips for other job seekers - Be confident. No one is perfect.
Interview experience
5
Excellent
Difficulty level
Easy
Process Duration
Less than 2 weeks
Result
No response

I applied via Naukri.com and was interviewed in Dec 2024. There was 1 interview round.

Round 1 - HR 

(5 Questions)

  • Q1. Basic HR questions
  • Q2. Salary discussion
  • Q3. Whats mutual fund
  • Q4. Whats New fund offering?
  • Q5. What you know about ICICI Securities

Interview Preparation Tips

Topics to prepare for ICICI Securities Relationship Manager interview:
  • Mutual Funds
  • Sales
Interview preparation tips for other job seekers - Please prepare for fundamental questions about mutual funds as well as basic HR questions, ensuring you have well-articulated answers.
Interview experience
3
Average
Difficulty level
Easy
Process Duration
Less than 2 weeks
Result
Selected Selected

I was interviewed in Sep 2024.

Round 1 - HR 

(2 Questions)

  • Q1. Existing portfolio
  • Q2. Salary structure

Interview Preparation Tips

Interview preparation tips for other job seekers - I will not recommend this company. Because you will start your business from day one. If you aren't met the target, they will ley off from organisation

SBI Securities Interview FAQs

How many rounds are there in SBI Securities Trade Sales Manager interview?
SBI Securities interview process usually has 1 rounds. The most common rounds in the SBI Securities interview process are HR.

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