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Union Mutual Fund Relationship Officer Interview Questions and Answers

Updated 9 Feb 2022

Union Mutual Fund Relationship Officer Interview Experiences

1 interview found

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 - One-on-one 

(1 Question)

  • Q1. Types of fund in mutual fund. Which is best fund you recommend Expense ratio, fund manager Company views
  • Ans. 

    There are different types of funds in mutual funds such as equity, debt, hybrid, and others. The best fund depends on the investor's goals and risk appetite.

    • Types of funds in mutual funds include equity, debt, hybrid, index, sectoral, and others

    • Equity funds invest in stocks, debt funds in fixed income securities, and hybrid funds in both

    • Index funds track a specific market index, while sectoral funds invest in a particu...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Always Hope for the best be clam

Interview questions from similar companies

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

Interview Questionnaire 

1 Question

  • Q1. Intro, about experience, will give multiple scenarios and ask how will you handle

Interview Preparation Tips

Interview preparation tips for other job seekers - Interview is easy, nothing to worry about, just be confident

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

Round 1 - One-on-one 

(2 Questions)

  • Q1. What do you know about Indian money......?
  • Ans. 

    Indian money refers to the currency used in India, which is the Indian rupee (INR).

    • The Indian rupee is the official currency of India.

    • It is issued by the Reserve Bank of India.

    • The symbol for the Indian rupee is ₹.

    • The Indian rupee is divided into 100 paise.

    • Coins are available in denominations of 1, 2, 5 and 10 rupees, while banknotes are available in denominations of 10, 20, 50, 100, 200, 500 and 2000 rupees.

    • The Indian ...

  • Answered by AI
  • Q2. How do you convenience a customer to take a package....?

Interview Preparation Tips

Topics to prepare for ffreedom app Relationship Manager interview:
  • Sales
Interview preparation tips for other job seekers - Be confident and be ready Learn things in training

I applied via Company Website and was interviewed in May 2021. There was 1 interview round.

Interview Questionnaire 

1 Question

  • Q1. About my experence, what is your skills, why you intrested for this job

Interview Preparation Tips

Interview preparation tips for other job seekers - in my way experience is important for any field , experience is improving her skills( in case he is not a skilled person, my another question is are you experienced person are not)

I applied via Naukri.com and was interviewed in Jun 2021. There was 1 interview round.

Interview Questionnaire 

2 Questions

  • Q1. Tell about yourself
  • Q2. Why we want to hire you in our company

Interview Preparation Tips

Interview preparation tips for other job seekers - Very nice it was quite memorable for me discussion related with topics and courses introduction about yourself why we want to hire in our company video conference where we need to interview with hr and other senior manager.

I applied via Approached by Company and was interviewed before Apr 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 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. Tell me about yourself.
  • Q5. What are your strengths and weaknesses?
  • Q6. Where do you see yourself in 5 years?
  • Q7. Why are you looking for a change?
  • Q8. Why should we hire you?

Interview Preparation Tips

Interview preparation tips for other job seekers - it was woenderfull round and be confedance
Interview experience
3
Average
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Walk-in and was interviewed before Dec 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 tips
Round 2 - One-on-one 

(4 Questions)

  • Q1. Ask about previous experience
  • Q2. How to pitch for a sale?
  • Ans. 

    To pitch for a sale, understand the customer's needs, present a solution, and address any objections.

    • Research the customer and their industry to understand their pain points and needs.

    • Present a solution that meets their specific needs and highlights the benefits.

    • Address any objections or concerns the customer may have.

    • Close the sale by asking for their business and following up with next steps.

    • Use persuasive language a...

  • Answered by AI
  • Q3. Why you chosen our company?
  • Ans. 

    I have chosen your company because of its strong reputation, excellent client base, and commitment to providing top-notch financial services.

    • Your company has a strong reputation in the industry.

    • Your company has an excellent client base, which will provide me with great networking opportunities.

    • I am impressed by your company's commitment to providing top-notch financial services.

    • Your company's values align with my own p...

  • Answered by AI
  • Q4. How you will help to our company?
  • Ans. 

    I will help the company by building and maintaining strong relationships with clients, understanding their needs, and providing excellent customer service.

    • I will actively engage with clients to understand their goals and objectives.

    • I will provide personalized solutions and recommendations based on clients' needs.

    • I will ensure timely and efficient execution of client requests and transactions.

    • I will proactively identify...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Need to be confident enough, before attending any interview need to cross check out study about the company it helps a lot to make a good impression on interviewer.
Interview experience
4
Good
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I appeared for an interview in Feb 2025, where I was asked the following questions.

  • Q1. Knowledge about car
  • Q2. Mechanical knowledge
Interview experience
3
Average
Difficulty level
-
Process Duration
-
Result
-
Round 1 - Resume Shortlist 
Pro Tip by AmbitionBox:
Avoid using too much corporate jargon in your CV. Sometimes keeping things simple will get your job done.
View all tips
Round 2 - HR 

(2 Questions)

  • Q1. Firstly are you intrested to this telecaller job.
  • Q2. Check communication skills and braveness,and objections handling

Interview Preparation Tips

Interview preparation tips for other job seekers - Don't fear when you have an interview stay at one place and take an interview.

I applied via Referral and was interviewed in May 2022. 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 - One-on-one 

(1 Question)

  • Q1. Personal details only
Round 3 - HR 

(1 Question)

  • Q1. Qualification and job discription

Interview Preparation Tips

Topics to prepare for ffreedom app Relationship Manager interview:
  • Telecalling telesales
Interview preparation tips for other job seekers - They ask about our personal details and just simple question which was answerable after that they will provide 6 days training if you clear that you will definatly get the job all the best

Union Mutual Fund Interview FAQs

How many rounds are there in Union Mutual Fund Relationship Officer interview?
Union Mutual Fund interview process usually has 2 rounds. The most common rounds in the Union Mutual Fund interview process are Resume Shortlist and One-on-one Round.

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Union Mutual Fund Relationship Officer Salary
based on 75 salaries
₹2.4 L/yr - ₹4.2 L/yr
18% more than the average Relationship Officer Salary in India
View more details

Union Mutual Fund Relationship Officer Reviews and Ratings

based on 13 reviews

3.4/5

Rating in categories

3.2

Skill development

4.1

Work-life balance

3.1

Salary

3.0

Job security

3.7

Company culture

2.9

Promotions

3.4

Work satisfaction

Explore 13 Reviews and Ratings
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