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Sharekhan Mutual Fund Specialist Interview Questions, Process, and Tips
Sharekhan Mutual Fund Specialist Interview Experiences
1 interview found
Anonymous
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...
- 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
- 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...
- 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.
Top trending discussions
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
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 ...
- Q3. Computer knowledge.
Interview Preparation Tips
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
I applied via Recruitment Consulltant and was interviewed before Aug 2021. There were 2 interview rounds.
(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
Interview Preparation Tips
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.
- Q2. Introduce youself
Interview Preparation Tips
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.
...
- 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...
- Q4. Do have any experience
Selected
I applied via Walk-in and was interviewed in Nov 2022. There were 2 interview rounds.
(2 Questions)
- Q1. Basic Questions about Sales Knowledge
- Q2. PVR Credit card Knowledge
Interview Preparation Tips
- Basic
Overall Pay is good and Fat amount
Branch Staffing is Good
Selected
I applied via Naukri.com and was interviewed before Feb 2023. There were 2 interview rounds.
(1 Question)
- Q1. Like basic tableau and sql
Based on sql queries
I applied via Company Website and was interviewed before May 2023. There were 3 interview rounds.
Basic coding based on job profile
(1 Question)
- Q1. More about project
(1 Question)
- Q1. Salary negotiation
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Sharekhan Interviews By Designations
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Sharekhan Mutual Fund Specialist Reviews and Ratings
based on 9 reviews
Rating in categories
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312
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Relationship Manager
308
salaries
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Assistant Manager
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Investment Specialist
89
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85
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