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Yes Bank Relationship Manager Interview Questions, Process, and Tips for Experienced
Top Yes Bank Relationship Manager Interview Questions and Answers for Experienced
- Q1. How much customers can you bring from previous organisation
- Q2. How much new Account can you source every month on month
- Q3. What are the investment products available
Yes Bank Relationship Manager Interview Experiences for Experienced
10 interviews found
Anonymous
Selected
(2 Questions)
- Q1. Life insurance business
- Q2. Mutual fund business
(2 Questions)
- Q1. Why leave previous job.
- Ans.
Seeking new challenges and growth opportunities.
Desire for career advancement
Seeking new challenges
Opportunity for professional growth
Company restructuring or downsizing
Relocation to a new area
- Q2. Portfolio size
(2 Questions)
- Q1. Say something about you.
- Ans.
I am a dedicated and empathetic Relationship Manager with a passion for helping clients achieve their financial goals.
I have a strong background in finance and customer service.
I excel at building and maintaining relationships with clients.
I am skilled at analyzing financial data and providing tailored solutions to meet clients' needs.
- Q2. Some banking related questions.
(2 Questions)
- Q1. Ask about previous organization and management.
- Q2. Package and notice period.
Selected
I applied via Company Website and was interviewed in Jan 2024. There was 1 interview round.
(5 Questions)
- Q1. Overall experience on axis bank
- Q2. More than 3 years
- Q3. What is tha qualification
- Ans.
A qualification for a Relationship Manager typically includes a bachelor's degree in business, finance, or a related field, along with relevant work experience.
Bachelor's degree in business, finance, or related field
Relevant work experience in customer service, sales, or finance
Strong communication and interpersonal skills
Knowledge of financial products and services
Certifications such as Certified Financial Planner (CF...
- Q4. Current ctc on company
- Q5. This company expected tha salary
Interview Preparation Tips
What people are saying about Yes Bank
Selected
I applied via Recruitment Consulltant and was interviewed in Sep 2022. There were 2 interview rounds.
(2 Questions)
- Q1. Tell me about yourself? Portfolio Size Existing customer details
- Q2. Portfolio Size just like FD CASA INVESTMENT
Interview Preparation Tips
- Banking
- Investment Banking
Don't hesitate in interview.
Yes Bank interview questions for designations
Selected
I applied via Company Website and was interviewed before Apr 2022. There were 3 interview rounds.
(2 Questions)
- Q1. Why do you want to join bank?
- Q2. Why do we hire you?
(1 Question)
- Q1. About ratios and key processes of bank
Interview Preparation Tips
Get interview-ready with Top Yes Bank Interview Questions
Interview Questionnaire
3 Questions
- Q1. What is PMS
- Q2. What are the investment products available
- Ans.
We offer a range of investment products to suit different needs and risk appetites.
Mutual funds
Stocks
Bonds
Exchange-traded funds (ETFs)
Certificates of deposit (CDs)
Annuities
Real estate investment trusts (REITs)
Options and futures
Structured products
- Q3. What is buyer's credit
- Ans.
Buyer's credit is a loan facility extended to an importer by a bank or financial institution in the exporting country.
It is used to finance the purchase of goods and services from overseas suppliers.
The loan is provided in the currency of the exporting country.
The importer has to repay the loan with interest within a specified period of time.
Buyer's credit helps in reducing the cost of borrowing for the importer.
It is ...
Relationship Manager Jobs at Yes Bank
I applied via Recruitment Consulltant and was interviewed in Aug 2021. There were 2 interview rounds.
(1 Question)
- Q1. About the profile and job responsibilities
Interview Preparation Tips
Also responsible for clear all housekeeping item.
Interview Questionnaire
3 Questions
- Q1. How much customers can you bring from previous organisation
- Q2. How much Insurance you used to do earlier?
- Ans.
I used to do insurance for about 5 years before transitioning to this role as a Relationship Manager.
I have experience in selling life, health, and property insurance policies.
I have worked with various insurance companies such as XYZ Insurance and ABC Insurance.
I have a good understanding of the insurance market and the different types of policies available.
I have also dealt with claims processing and customer service...
- Q3. How much new Account can you source every month on month
- Ans.
I can source an average of 10-15 new accounts every month.
I have a strong network and can leverage my connections to bring in new business.
I am skilled in identifying potential clients and pitching our services to them.
I regularly attend networking events and conferences to expand my reach.
I am comfortable with cold-calling and reaching out to prospects via email or social media.
I track my progress and adjust my strate
vibhor sharma
Interview Questionnaire
7 Questions
- Q1. About our previous organization. work experience, and product knowledge
- Q2. They asked about alternative investment fund
- Q3. They asked about mutual funds and pms.
- Q4. They asked about taxation part in debt and equity
- Q5. This is a normal interaction with HR. They provided us a form to fill out details. After submitting that form they asked me to wait. After half an hour they call me for HR interview.
- Q6. They asked about last salary in hand
- Q7. They asked about expected CTC. They can give up to 50% hike but you have to be firm on your decision.
Interview Questionnaire
1 Question
- Q1. When do we use irr and when do we use cagr Why does inflation happen
- Ans.
IRR is used to calculate the rate of return on an investment, while CAGR is used to measure the growth rate of an investment over a period of time.
IRR is used when we want to calculate the rate of return on an investment based on the cash flows it generates.
CAGR is used when we want to measure the growth rate of an investment over a period of time, taking into account the effect of compounding.
IRR is useful for compari...
Yes Bank Interview FAQs
The duration of Yes Bank Relationship Manager interview process can vary, but typically it takes about less than 2 weeks to complete.
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Interview Questions for Popular Designations
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Yes Bank Relationship Manager Interview Process for Experienced
based on 5 interviews
2 Interview rounds
- Resume Shortlist Round
- HR Round
Relationship Manager Interview Questions from Similar Companies
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Yes Bank Relationship Manager Reviews and Ratings
based on 273 reviews
Rating in categories
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