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Swastika Investmart
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Swastika Investmart Relationship Manager Interview Questions and Answers
Swastika Investmart Relationship Manager Interview Experiences
2 interviews found
I applied via Referral and was interviewed in Sep 2021. There were 2 interview rounds.
(2 Questions)
- Q1. General question of interview
- Q2. Most questions will related to market knowledge
(1 Question)
- Q1. Salary discussion and expectations
Interview Preparation Tips
- Derivative Market
I applied via Referral and was interviewed in Aug 2021. There were 3 interview rounds.
Interview Questionnaire
2 Questions
- Q1. About demat account opening
- Q2. Are you inviting in share market
- Ans.
No, as a Relationship Manager my role is to provide financial advice and support to clients based on their individual needs and goals.
My focus is on building strong relationships with clients and understanding their financial objectives.
I provide guidance on investment options, but ultimately the decision to invest in the share market is up to the client.
I ensure that clients have a clear understanding of the risks and...
Interview Preparation Tips
Top trending discussions
Interview questions from similar companies
Interview Questionnaire
1 Question
- Q1. Tell about yourself
- Ans.
Experienced Relationship Manager with a background in finance and a passion for helping clients achieve their financial goals.
Over 5 years of experience in financial services industry
Strong communication and interpersonal skills
Proven track record of building and maintaining client relationships
Expertise in financial planning and investment strategies
Ability to analyze market trends and provide tailored solutions
Interview Preparation Tips
Duration: 20 minutes
College Name: Pdpu
Relationship Manager Interview Questions & Answers
Karvy Stock Broking
Anonymous
posted on 9 Sep 2020
I applied via Naukri.com and was interviewed before Sep 2019. There were 4 interview rounds.
Interview Questionnaire
1 Question
- Q1. What will you feel if you aren't selected for this job . Why do you want to go in this particular field
Interview Preparation Tips
Communication matters a lot . Whatever position you are applying whichever company you are interviewing with , everybody looks for a person who communicates well and is confident of what he is saying.
I applied via Recruitment Consultant and was interviewed in Aug 2021. There was 1 interview round.
Interview Questionnaire
3 Questions
- Q1. Tell me about yourself
- Q2. How you'll manage a client amount
- Ans.
I'll manage a client amount by understanding their needs and goals, providing personalized solutions, and maintaining regular communication.
Conduct a thorough needs analysis to understand the client's financial situation and goals
Provide personalized solutions that align with the client's needs and goals
Maintain regular communication to ensure client satisfaction and address any concerns
Monitor the client's portfolio a...
- Q3. Previous job description
Interview Preparation Tips
I applied via Naukri.com and was interviewed in Dec 2020. There were 3 interview rounds.
Interview Questionnaire
1 Question
- Q1. Previous work experience cross selling of insurance , demat account opening, product knowledge
Interview Preparation Tips
I applied via Naukri.com and was interviewed before Apr 2020. There was 1 interview round.
Interview Questionnaire
1 Question
- Q1. Why do you want to switch? What were you targets? What are the current issues going on? Why did the stock fall despite positive results?
Interview Preparation Tips
I applied via Campus Placement and was interviewed before Nov 2019. There were 4 interview rounds.
Interview Questionnaire
4 Questions
- Q1. Tell me About yourself. Very common general question
- Q2. Why you want to join isec
- Q3. How will your personality be beneficial for sales job
- Q4. Are you flexible with targets and insurance
- Ans.
Yes, I am flexible with targets and insurance.
I understand that targets and insurance policies can vary depending on the client's needs and preferences.
I am willing to work with clients to find the best solutions for their specific situation.
I am open to adjusting targets and policies as needed to ensure client satisfaction.
For example, if a client is hesitant about a certain insurance policy, I would be happy to explo...
Interview Preparation Tips
Then only apply, else avoid.
I applied via Campus Placement and was interviewed in Dec 2020. There were 4 interview rounds.
Interview Questionnaire
1 Question
- Q1. The process followed up with GD (case study discussion), technical and HR round (together). Technical questions were related to mutual funds, NAV, CAGR, and so on.
Interview Preparation Tips
I applied via Recruitment Consultant and was interviewed in Dec 2018. There were 3 interview rounds.
Interview Preparation Tips
Experience: Having sales experience in Equity market & Mutual fund
Round: Interview with Regional head
Experience: Few questions about the career till date.
Not for fresher
General Tips: If you wanted to make career in sales then don't join angel broking ltd.
They have policy hire , fired policy
If you don't after three months then they will terminate you in fourth month
Skills: Communication, Body Language, Leadership, Decision Making Skills
Duration: 1-3 Months
Swastika Investmart Interview FAQs
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Swastika Investmart Interviews By Designations
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Swastika Investmart Relationship Manager Interview Process
based on 5 interviews
Interview experience
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Swastika Investmart Relationship Manager Reviews and Ratings
based on 46 reviews
Rating in categories
|
Relationship Manager
137
salaries
|  ₹1.5 L/yr - ₹3.6 L/yr |
|
Equity Dealer
35
salaries
| ₹1 L/yr - ₹4.2 L/yr |
|
Sales Manager
31
salaries
| ₹2.4 L/yr - ₹6 L/yr |
|
Branch Manager
26
salaries
| ₹2.5 L/yr - ₹5.6 L/yr |
|
Dealer
20
salaries
| ₹2 L/yr - ₹5 L/yr |
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