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Sharekhan Mutual Fund Specialist Interview Questions, Process, and Tips

Updated 25 Jul 2021

Sharekhan Mutual Fund Specialist Interview Experiences

1 interview found

Interview Questionnaire 

6 Questions

  • Q1. Basic of Mutual fund ?
  • Q2. Tax slab
  • Q3. What is bluechip fund ?
  • Ans. 

    A bluechip fund is a type of mutual fund that invests in well-established, financially stable, and large-cap companies.

    • Bluechip funds focus on investing in companies with a proven track record of consistent growth and profitability.

    • These funds typically invest in companies that are leaders in their respective industries.

    • Bluechip funds are considered less risky compared to other types of mutual funds due to the stabilit...

  • Answered by AI
  • Q4. What is Value discovery fund ?
  • Ans. 

    Value discovery fund is a type of mutual fund that invests in undervalued stocks with potential for growth.

    • Invests in undervalued stocks

    • Seeks to identify stocks with potential for growth

    • Long-term investment strategy

    • May have higher risk but potential for higher returns

    • Example: Tata Equity P/E Fund

  • Answered by AI
  • Q5. Explain factsheet
  • Ans. 

    A factsheet is a document that provides information about a mutual fund's performance, holdings, fees, and other important details.

    • Factsheets are typically updated on a monthly or quarterly basis.

    • They include information on the fund's investment strategy and objectives.

    • Factsheets also provide a breakdown of the fund's holdings by asset class, sector, and geographic region.

    • They disclose the fund's fees and expenses, inc...

  • Answered by AI
  • Q6. What are the past returns of the funds ?
  • Ans. 

    The past returns of the funds vary depending on the fund and the time period.

    • Past returns can be found in the fund's prospectus or on financial websites.

    • Returns can vary greatly depending on the type of fund and the market conditions.

    • It's important to consider past returns when making investment decisions, but they are not a guarantee of future performance.

  • Answered by AI

Interview questions from similar companies

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

Interview Questionnaire 

2 Questions

  • Q1. If you looking for sales job in any industry you should have some knowledge how to sell any product (example:-sell me this pen)
  • Q2. As this is feild sell job you have to go to feild doing marketing and for that two wheeler are mandatory

Interview Preparation Tips

Interview preparation tips for other job seekers - If you are looking for any sales/marketing job there two wheeler and valid driving licence are mandatory doesn't matter whether you're experience or fresher in any sales background...

I applied via Company Website and was interviewed in Feb 2018. There were 3 interview rounds.

Interview Questionnaire 

3 Questions

  • Q1. More questions about current affairs.
  • Q2. What is knowledge about axis securities ltd.
  • Ans. 

    Axis Securities Ltd. is a subsidiary of Axis Bank, offering a wide range of financial services including stockbroking, investment advisory, and wealth management.

    • Axis Securities Ltd. is a leading stockbroking firm in India.

    • It is a subsidiary of Axis Bank, one of the largest private sector banks in India.

    • The company provides services like equity trading, derivatives trading, mutual funds, IPOs, and more.

    • Axis Securities ...

  • Answered by AI
  • Q3. Computer knowledge.

Interview Preparation Tips

General Tips: Don't nervous to answer any question. If you don't know the answer then please say you don't have idea about that.
Duration: 1-4 weeks

I applied via Referral and was interviewed before Jun 2020. There was 1 interview round.

Interview Questionnaire 

2 Questions

  • Q1. Tell me something about yourself ?
  • Q2. Why do you want to join this company ?

Interview Preparation Tips

Interview preparation tips for other job seekers - Be confident , whatever they ask

I applied via Recruitment Consulltant and was interviewed before Aug 2021. 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 Resume tips
Round 2 - HR 

(1 Question)

  • Q1. What is demat and trading ac
  • Ans. 

    Demat and trading accounts are used for buying and selling securities in electronic form.

    • Demat account is used to hold securities in electronic form

    • Trading account is used to buy and sell securities

    • Demat account is mandatory for trading in the stock market

    • Trading account is linked to the bank account for seamless transactions

    • Both accounts are offered by depository participants and stockbrokers

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Learn basic knowledge about market....Start investment as soon as possible

I applied via Walk-in and was interviewed before Dec 2020. There was 1 interview round.

Interview Questionnaire 

2 Questions

  • Q1. Documents for KYC
  • Ans. 

    KYC documents are required to verify the identity of the customer.

    • KYC stands for Know Your Customer.

    • Documents required for KYC include government-issued ID proof, address proof, and PAN card.

    • KYC is mandatory for opening bank accounts, investing in mutual funds, and other financial transactions.

  • Answered by AI
  • Q2. Introduce youself

Interview Preparation Tips

Interview preparation tips for other job seekers - Be in formals clothes and formal shoes
Clean shave for males is mandatory
Answer every question and dont be silent

Interview Questionnaire 

4 Questions

  • Q1. Tell me about your self
  • Q2. Tell me about Hyderabd or Any City
  • Ans. 

    Hyderabad is a bustling city in southern India known for its rich history, delicious cuisine, and vibrant culture.

    • Hyderabad is the capital of the Indian state of Telangana.

    • It is home to many historical landmarks such as the Charminar and Golconda Fort.

    • The city is famous for its biryani, a spicy rice dish with meat or vegetables.

    • Hyderabad is also known for its IT industry, with many major companies having offices there.

    • ...

  • Answered by AI
  • Q3. Do have any idea about sales
  • Ans. 

    Yes, I have a good understanding of sales and its principles.

    • I have experience in sales and have consistently met or exceeded targets.

    • I understand the importance of building relationships with clients and identifying their needs.

    • I am familiar with various sales techniques such as consultative selling and solution selling.

    • I am comfortable with using CRM software to manage leads and track sales performance.

    • I am always lo...

  • Answered by AI
  • Q4. Do have any experience
Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Walk-in and was interviewed in Nov 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 Resume tips
Round 2 - HR 

(2 Questions)

  • Q1. Basic Questions about Sales Knowledge
  • Q2. PVR Credit card Knowledge

Interview Preparation Tips

Topics to prepare for Kotak Securities Sales Executive interview:
  • Basic
Interview preparation tips for other job seekers - Easy Interview can attend walk in Interview
Overall Pay is good and Fat amount
Branch Staffing is Good
Interview experience
3
Average
Difficulty level
Moderate
Process Duration
2-4 weeks
Result
Selected Selected

I applied via Naukri.com and was interviewed before Feb 2023. There were 2 interview rounds.

Round 1 - Technical 

(1 Question)

  • Q1. Like basic tableau and sql
Round 2 - Case Study 

Based on sql queries

Interview experience
3
Average
Difficulty level
-
Process Duration
-
Result
-

I applied via Company Website and was interviewed before May 2023. There were 3 interview rounds.

Round 1 - Coding Test 

Basic coding based on job profile

Round 2 - Technical 

(1 Question)

  • Q1. More about project
Round 3 - HR 

(1 Question)

  • Q1. Salary negotiation
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Sharekhan Interview FAQs

What are the top questions asked in Sharekhan Mutual Fund Specialist interview?

Some of the top questions asked at the Sharekhan Mutual Fund Specialist interview -

  1. What are the past returns of the fund...read more
  2. What is bluechip fun...read more
  3. What is Value discovery fun...read more

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Sharekhan Mutual Fund Specialist Salary
based on 49 salaries
₹1.6 L/yr - ₹4.6 L/yr
At par with the average Mutual Fund Specialist Salary in India
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4.2/5

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