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SBI Securities Relationship Officer Interview Questions, Process, and Tips

Updated 17 Dec 2024

Top SBI Securities Relationship Officer Interview Questions and Answers

View all 10 questions

SBI Securities Relationship Officer Interview Experiences

27 interviews found

Interview Questionnaire 

3 Questions

  • Q1. Do you know about demat and its purpose
  • Ans. 

    Demat refers to dematerialization of physical shares into electronic format for easy trading and safekeeping.

    • Demat account is used to hold securities in electronic format

    • It eliminates the need for physical share certificates

    • It facilitates easy and quick transfer of securities

    • It reduces the risk of theft, forgery, and loss of physical certificates

    • Examples of demat account providers in India are HDFC Bank, ICICI Bank, an

  • Answered by AI
  • Q2. Are you comfortable in selling to bank customers
  • Ans. 

    Yes, I am comfortable in selling to bank customers.

    • I have previous experience in sales and customer service.

    • I am confident in the products and services offered by the bank.

    • I am able to communicate effectively and build rapport with customers.

    • I understand the importance of meeting sales targets while maintaining customer satisfaction.

    • For example, in my previous role as a sales representative, I consistently exceeded my ...

  • Answered by AI
  • Q3. What have you down ne before
Interview experience
5
Excellent
Difficulty level
Easy
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Referral and was interviewed in Nov 2024. There was 1 interview round.

Round 1 - One-on-one 

(2 Questions)

  • Q1. Tell me about yourself.
  • Ans. 

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

    • Over 5 years of experience in the banking industry

    • Skilled in building and maintaining relationships with clients

    • Proficient in financial analysis and risk assessment

    • Excellent communication and problem-solving skills

  • Answered by AI
  • Q2. What is your level of knowledge regarding the stock market?
  • Ans. 

    I have a strong understanding of the stock market and keep up to date with market trends and news.

    • I have studied finance and economics in college

    • I actively invest in the stock market and manage my own portfolio

    • I regularly follow financial news and market trends to make informed decisions

    • I am familiar with different investment strategies such as value investing, growth investing, and day trading

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Conduct the interview with confidence.

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Q4. What do you about share markets?
asked in Axis Bank
Q5. What you know about sales and housing loan industry

Relationship Officer Interview Questions & Answers

user image Kajal Karnawat

posted on 20 Jul 2024

Interview experience
5
Excellent
Difficulty level
Easy
Process Duration
Less than 2 weeks
Result
Not Selected

I applied via Job Portal and was interviewed in Jun 2024. There was 1 interview round.

Round 1 - One-on-one 

(4 Questions)

  • Q1. What i know about demat account, stocks and shares
  • Ans. 

    A demat account is an account that holds shares and securities in electronic form, making trading and investing easier.

    • Demat account stands for dematerialized account, where securities are held electronically

    • Stocks represent ownership in a company, while shares are units of ownership in a company

    • Shares can be bought and sold on stock exchanges like NYSE, NASDAQ, etc.

    • Investors can buy stocks and shares through their dem

  • Answered by AI
  • Q2. What do you know about SBI Securities
  • Ans. 

    SBI Securities is a subsidiary of State Bank of India offering online trading services in equities, derivatives, mutual funds, and IPOs.

    • SBI Securities is a leading brokerage firm in India

    • It offers online trading services for equities, derivatives, mutual funds, and IPOs

    • It is a subsidiary of State Bank of India

    • SBI Securities provides research reports and market analysis to its clients

  • Answered by AI
  • Q3. Are you currently involved in trading
  • Q4. What's my strengths and weaknesses

Interview Preparation Tips

Topics to prepare for SBI Securities Relationship Officer interview:
  • Investment Banking
  • shares
  • Demat account
  • Trading
  • Sales
  • Targets
Interview preparation tips for other job seekers - If you know about BFSI, investment, trading then only you should apply for this job and it's pure sales, meetings targets and pressure handling work
Interview experience
4
Good
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Recruitment Consulltant and was interviewed in Nov 2024. There were 2 interview rounds.

Round 1 - HR 

(1 Question)

  • Q1. About the company, and working role and other.
Round 2 - One-on-one 

(1 Question)

  • Q1. Background verification

Interview Preparation Tips

Interview preparation tips for other job seekers - Before attending the interview, should know about the company and The role that you applied as to know about it..

SBI Securities interview questions for designations

 Relationship Executive

 (2)

 Client Relationship Manager

 (1)

 Relationship Manager

 (7)

 Senior Relationship Manager

 (1)

 Equity Relationship Manager

 (1)

 Senior Officer

 (1)

 Operations Officer

 (1)

 Sales Officer

 (2)

Relationship Officer Interview Questions & Answers

user image Rutik Rahul Gaikwad

posted on 5 Aug 2024

Interview experience
3
Average
Difficulty level
Easy
Process Duration
Less than 2 weeks
Result
Selected Selected

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

Round 1 - HR 

(2 Questions)

  • Q1. Self introduction and related
  • Q2. About demat acccount and uses of it

Get interview-ready with Top SBI Securities Interview Questions

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

I applied via Referral and was interviewed in Jun 2024. There was 1 interview round.

Round 1 - HR 

(7 Questions)

  • Q1. Tell me about self
  • Q2. Experiene Previous Company
  • Q3. Why Should i Hire you
  • Q4. Why do you want to Join our Company
  • Q5. Salary Expectation
  • Q6. Previous Salary
  • Q7. Why did you leave your job so long

Interview Preparation Tips

Interview preparation tips for other job seekers - Please waire Good Shirt Pant and Shoes

Relationship Officer Jobs at SBI Securities

View all
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 Jun 2024. There was 1 interview round.

Round 1 - HR 

(2 Questions)

  • Q1. Introducing yourself
  • Q2. About your previous company experience
Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
-
Round 1 - Technical 

(2 Questions)

  • Q1. Regarding sbi bank
  • Q2. History of sbi and sbi securities
  • Ans. 

    State Bank of India (SBI) is the largest public sector bank in India, while SBI Securities is a subsidiary providing brokerage services.

    • SBI was founded in 1806 as the Bank of Calcutta, later becoming the Imperial Bank of India and finally SBI in 1955.

    • SBI Securities was established in 2006 as a subsidiary of SBI Capital Markets, offering brokerage services for equities, derivatives, and mutual funds.

    • SBI Securities has a...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Good job
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
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

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.

Tell us how to improve this page.

SBI Securities Relationship Officer Interview Process

based on 11 interviews in last 1 year

1 Interview rounds

  • HR Round
View more

People are getting interviews through

based on 22 SBI Securities interviews
Job Portal
Referral
WalkIn
Campus Placement
45%
27%
14%
9%
5% candidates got the interview through other sources.
High Confidence
?
High Confidence means the data is based on a large number of responses received from the candidates.

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Fast track your campus placements

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SBI Securities Relationship Officer Salary
based on 797 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 302 reviews

3.8/5

Rating in categories

3.5

Skill development

3.7

Work-Life balance

3.3

Salary & Benefits

3.3

Job Security

3.6

Company culture

3.1

Promotions/Appraisal

3.5

Work Satisfaction

Explore 302 Reviews and Ratings
Relationship Officer

Udaipur,

Banswara

+1

0-4 Yrs

₹ 2.5-3 LPA

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