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Tata Capital Relationship Manager Interview Questions and Answers

Updated 18 Jan 2025

Tata Capital Relationship Manager Interview Experiences

3 interviews found

Interview experience
4
Good
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Approached by Company and was interviewed in Jul 2024. There were 2 interview rounds.

Round 1 - HR 

(2 Questions)

  • Q1. Tell about your experience and current job role
  • Ans. 

    I have 5 years of experience as a Relationship Manager at XYZ Bank.

    • Responsible for managing client relationships and providing financial advice.

    • Developed and implemented strategies to increase client retention and satisfaction.

    • Collaborated with internal teams to address client needs and resolve issues.

    • Analyzed financial data and market trends to make informed recommendations to clients.

    • Organized client events and semin...

  • Answered by AI
  • Q2. Family details etc
Round 2 - One-on-one 

(2 Questions)

  • Q1. Lead generation process
  • Q2. Work experience and current job role
  • Ans. 

    I have 5 years of experience as a Relationship Manager at XYZ Bank.

    • Managed a portfolio of high net-worth clients

    • Provided personalized financial advice and solutions

    • Developed and maintained strong client relationships

    • Collaborated with internal teams to meet client needs

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

I applied via Referral and was interviewed in Dec 2023. There was 1 interview round.

Round 1 - One-on-one 

(1 Question)

  • Q1. Experience and knowledge about products of previous companies, feedback and my point of view on today investment products and customers needs ..

Interview Preparation Tips

Interview preparation tips for other job seekers - Be very much clear about your strength on the field where you are working and knowledge about the product you sold. Your own confidence should must be active.

Relationship Manager Interview Questions Asked at Other Companies

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Q4. What's document required for salaried person to buy property?
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Q5. 1)How will you extend business of bank. 2) How will you pitch the ... read more
Interview experience
4
Good
Difficulty level
Hard
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Campus Placement and was interviewed before Dec 2022. There were 4 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 - Technical 

(1 Question)

  • Q1. Financial tests
Round 3 - One-on-one 

(1 Question)

  • Q1. Industry knowledge
Round 4 - HR 

(1 Question)

  • Q1. Personality test

Relationship Manager Jobs at Tata Capital

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Interview questions from similar companies

I applied via Referral and was interviewed before Apr 2021. 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 - HR 

(8 Questions)

  • Q1. What are your salary expectations?
  • Q2. What is your family background?
  • Q3. Share details of your previous job.
  • Q4. Why should we hire you?
  • Q5. Why are you looking for a change?
  • Q6. Where do you see yourself in 5 years?
  • Q7. What are your strengths and weaknesses?
  • Q8. Tell me about yourself.
Round 3 - HR 

(1 Question)

  • Q1. What are your salary expectations?

Interview Preparation Tips

Interview preparation tips for other job seekers - Ist of all i was introduced my self and then further details about my family my journey with prioveus company.etc

I appeared for an interview in Jan 2017.

Interview Questionnaire 

1 Question

  • Q1. About resume, academics etc.

Interview Preparation Tips

Round: Group Discussion
Experience: An abstract topic was given the on which we were supposed to discuss for 15 minutes followed by individual summary of the discussion and a common conclusion.
Tips: Stay confident and cover all the points in conclusion, while keep summary based on your point of view.
Duration: 15 minutes

Round: Stress Interview
Experience: It was more of a stress interview where they were trying to test my patience. They kept asking me stress questions on my resume and qualification background. They were judging my view point and my decision making skills. Overall tempo of the interview was skewed towards the candidate being able to handle the pressure and show his calm and composed side in those moments.
Tips: The tips I would like to give to candidates will be be confident and calm in an interview no matter what. If you don't know something that's totally okay, nobody is judging you for your knowledge only. It is the overall personality and behavior that matters. Last thing and most important thing which I would like to add is be honest about everything that is there.

I applied via Walk-in and was interviewed in May 2019. There were 3 interview rounds.

Interview Questionnaire 

2 Questions

  • Q1. Intoduce Yourself?
  • Q2. What you know about Muthoot Group?

Interview Preparation Tips

Interview preparation tips for other job seekers - They ask Only Basic Questions in HR Round as well as Manager Round,be confident.Thats all

I applied via Recruitment Consulltant and was interviewed before Mar 2021. There was 1 interview round.

Round 1 - One-on-one 

(1 Question)

  • Q1. Personal interview, one to one interview, online test

Interview Preparation Tips

Interview preparation tips for other job seekers - Attitude test and one to one interview

I applied via Walk-in and was interviewed in Aug 2021. There was 1 interview round.

Interview Questionnaire 

2 Questions

  • Q1. How to sourcing files
  • Ans. 

    Sourcing files involves identifying potential clients and gathering necessary documents.

    • Identify potential clients through referrals, online research, and networking events.

    • Gather necessary documents such as financial statements, tax returns, and credit reports.

    • Maintain organized records and follow up with clients regularly.

    • Utilize technology and software to streamline the sourcing process.

    • Collaborate with other team m...

  • Answered by AI
  • Q2. Reference, Dsa, issue in pamlates

Interview Preparation Tips

Interview preparation tips for other job seekers - Best incentives, salary and ta.
Interview experience
4
Good
Difficulty level
Easy
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Recruitment Consulltant and was interviewed before Apr 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 tips
Round 2 - Technical 

(5 Questions)

  • Q1. What is margin call?
  • Ans. 

    Margin call is a demand by a broker for an investor to deposit more funds or securities to cover potential losses.

    • Margin call occurs when the value of an investor's margin account falls below the broker's required amount.

    • It is a warning that the investor needs to deposit more funds or securities to avoid the liquidation of their assets.

    • Margin call is common in trading on margin, futures, and options.

    • Example: If an inve...

  • Answered by AI
  • Q2. How will you do business with high pricing(ROI+PF)?
  • Ans. 

    I will focus on building strong relationships and demonstrating the value of our services to justify the high pricing.

    • Emphasize the unique benefits and advantages of our services

    • Provide case studies and success stories to showcase our track record

    • Offer personalized solutions and tailored packages to meet individual needs

    • Maintain open communication and follow-up regularly to ensure satisfaction

    • Continuously seek feedback...

  • Answered by AI
  • Q3. Your latest business figures in previous organization.
  • Ans. 

    I successfully increased business figures by 20% in my previous organization.

    • Increased sales by implementing effective marketing strategies

    • Expanded client base by building strong relationships with existing clients and acquiring new ones

    • Achieved targets consistently by analyzing market trends and adapting business strategies accordingly

  • Answered by AI
  • Q4. What were the products in your last organization?
  • Ans. 

    The products in my last organization were a range of financial services including savings accounts, loans, credit cards, and investment products.

    • Savings accounts

    • Loans

    • Credit cards

    • Investment products

  • Answered by AI
  • Q5. What is your nearby potential area for business?
  • Ans. 

    My nearby potential area for business is the downtown area of the city.

    • The downtown area has a high concentration of businesses and professionals.

    • There are several large corporations and financial institutions located in the downtown area.

    • The area is easily accessible by public transportation and has ample parking options.

    • There are also several popular restaurants and cafes in the area, making it a popular destination ...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Keep the product knowledge and employees who are from banking are preferable
Interview experience
5
Excellent
Difficulty level
Easy
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Walk-in and was interviewed in Dec 2023. There were 2 interview rounds.

Round 1 - One-on-one 

(1 Question)

  • Q1. Past experience only and family members
Round 2 - One-on-one 

(2 Questions)

  • Q1. Past experience job related
  • Q2. Past experience

Interview Preparation Tips

Interview preparation tips for other job seekers - Good

Tata Capital Interview FAQs

How many rounds are there in Tata Capital Relationship Manager interview?
Tata Capital interview process usually has 2-3 rounds. The most common rounds in the Tata Capital interview process are One-on-one Round, HR and Resume Shortlist.
How to prepare for Tata Capital Relationship Manager 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 Tata Capital. The most common topics and skills that interviewers at Tata Capital expect are Auditing, Team Management, Sales Planning, Lead Generation and Sales Process.
What are the top questions asked in Tata Capital Relationship Manager interview?

Some of the top questions asked at the Tata Capital Relationship Manager interview -

  1. Lead generation proc...read more
  2. Family details ...read more
  3. Financial te...read more

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Tata Capital Relationship Manager Interview Process

based on 4 interviews

Interview experience

4
  
Good
View more
Tata Capital Relationship Manager Salary
based on 306 salaries
₹4.5 L/yr - ₹16.3 L/yr
89% more than the average Relationship Manager Salary in India
View more details

Tata Capital Relationship Manager Reviews and Ratings

based on 73 reviews

3.7/5

Rating in categories

3.8

Skill development

3.3

Work-life balance

3.6

Salary

3.9

Job security

3.6

Company culture

3.0

Promotions

3.4

Work satisfaction

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