About sbi mutual fund
sbi mutual fund Interview Questions and Answers
Updated 21 Feb 2026Fund Manager Interview Experience
Candidate: Karan Singh
Experience Level: Senior
Applied Via: Recruitment Agency
Difficulty: Hard
Final Result: Rejected
Interview Process
4
Questions Asked
- Explain your investment philosophy.
- How do you manage risk in your portfolio?
- Describe a successful fund you managed.
- How do you handle market volatility?
- What tools do you use for fund analysis?
Advice
Demonstrate deep knowledge of fund management and risk strategies. Prepare to discuss past fund performance in detail.
Full Experience
The recruitment agency arranged the first screening call. Then I had a technical interview with the fund management team, followed by a case study presentation. The final round was with senior executives focusing on leadership and strategic vision. Although I had strong experience, the competition was intense and they chose a candidate with more specific mutual fund expertise.
Compliance Officer Interview Experience
Candidate: Neha Joshi
Experience Level: Mid-level
Applied Via: Company Website
Difficulty:
Final Result: Selected
Interview Process
3
Questions Asked
- What are the key compliance requirements for mutual funds?
- How do you ensure adherence to regulatory guidelines?
- Describe a compliance issue you handled.
- What steps would you take if you detect a violation?
- How do you keep yourself updated on regulatory changes?
Advice
Have a strong understanding of SEBI regulations and compliance frameworks. Be ready with real-life examples.
Full Experience
Applied through the company website and was shortlisted for a telephonic interview focusing on my experience. The second round was a technical interview with the compliance team. The final round was with the head of compliance discussing scenario-based questions. The process was thorough and professional.
Customer Service Executive Interview Experience
Candidate: Amit Verma
Experience Level: Entry-level
Applied Via: Walk-in Interview
Difficulty: Easy
Final Result: Selected
Interview Process
2
Questions Asked
- How do you handle difficult customers?
- What do you know about SBI Mutual Fund products?
- Describe a time you resolved a customer complaint.
- Are you comfortable working in shifts?
- Why do you want to work here?
Advice
Be polite and clear in your communication. Show willingness to learn and understand customer needs.
Full Experience
I attended a walk-in interview where the first round was a group discussion about customer service scenarios. The second round was a personal interview with HR focusing on communication skills and product knowledge. The environment was friendly and the interviewers were supportive.
Sales Manager Interview Experience
Candidate: Sneha Patel
Experience Level: Senior
Applied Via: Employee Referral
Difficulty: Hard
Final Result: Rejected
Interview Process
4
Questions Asked
- How do you approach client acquisition?
- Describe a challenging sales target you achieved.
- How do you handle rejection?
- What strategies would you use to increase mutual fund sales?
- Explain the regulatory compliance in mutual fund sales.
Advice
Focus on demonstrating your sales strategy and knowledge of compliance. Prepare examples of past sales achievements and challenges.
Full Experience
I was referred by a current employee and got a call for an initial HR round. Next, there was a technical round with the sales head, followed by a case study presentation on increasing sales. The final round was with senior leadership focusing on strategic thinking and leadership skills. Despite good preparation, I felt my answers on compliance were not strong enough.
Research Analyst Interview Experience
Candidate: Rahul Sharma
Experience Level: Mid-level
Applied Via: Online Job Portal
Difficulty:
Final Result: Selected
Interview Process
3
Questions Asked
- Explain the concept of NAV.
- How do you analyze a company's financial health?
- Describe a time you used data to make a recommendation.
- What are the key factors affecting mutual fund performance?
- How do you stay updated with market trends?
Advice
Prepare well on financial concepts and current market trends. Be ready to discuss your previous analytical projects.
Full Experience
The process started with an online application, followed by a telephonic screening focusing on my resume and basic finance questions. The second round was a technical interview with the research team where I was asked detailed questions on financial analysis and market scenarios. The final round was with the senior manager focusing on behavioral questions and scenario-based discussions. Overall, it was a good experience that tested both technical and interpersonal skills.
Frequently Asked Questions in sbi mutual fund
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Common Interview Questions in sbi mutual fund
Q: In a sports contest there were m medals awarded on n successive days (n > 1). 1. On the first day 1 medal and 1/7 of the remaining m - 1 medals were awarded. 2. On the second day 2 medals and 1/7 of the now remaining medals was awarded; and so on.On the nth and last day, the remaining n medals were awarded.How many days did the contest last, and how many medals were awarded altogether?
Q: A man has a wolf, a goat, and a cabbage. He must cross a river with the two animals and the cabbage. There is a small rowing-boat, in which he can take only one thing with him at a time. If, however, the wolf and the goat are left alone, the wolf will eat the goat. If the goat and the cabbage are left alone, the goat will eat the cabbage. How can the man get across the river with the two animals and the cabbage?
Q: A hare and a tortoise have a race along a circle of 100 yards diameter. The tortoise goes in one directionand the hare in the other. The hare starts after the tortoise has covered 1/5 of its distance and that too leisurely.The hare and tortoise meet when the hare has covered only 1/8 of the distance. By what factor should the hareincrease its speed so as to tie the race?
Q: Suppose a newly-born pair of rabbits, one male, one female, are put in a field. Rabbits are able to mate at the age of one month so that at the end of its second month a female can produce another pair of rabbits. Suppose that our rabbits never die and that the female always produces one new pair (one male, one female) every month from the second month on.
Q: 9 cards are there. You have to arrange them in a 3*3 matrix. Cards are of 4 colors. They are red, yellow, blue and green. Conditions for arrangement: one red card must be in first row or second row. 2 green cards should be in 3rd column. Yellow cards must be in the 3 corners only. Two blue cards must be in the 2nd row. At least one green card in each row.
Q: Consider a pile of Diamonds on a table. A thief enters and steals 1/2 of the total quantity and then again 2 extra from the remaining. After some time a second thief enters and steals 1/2 of the remaining+2. Then 3rd thief enters and steals 1/2 of the remaining+2. Then 4th thief enters and steals 1/2 of the remaining+2. When the 5th one enters he finds 1 diamond on the table. Find out the total no. of diamonds originally on the table before the 1st thief entered.
Q: There are 3 clans in an island - The Arcs who never lie, the Dons who always lie and the Slons who lie alternately with the truth. Once a tourist meets 2 guides who stress that the other is a Slon. They proceed on a tour and see a sports meet. The first guide says that the prizes have been won in the order Don, Arc, Slon. The other says that, the order is Slon, Don, Arc. (the order need not be exact). To which clan did each of the guides and the players belong? ...
Q: 3 policemen and 3 thieves had to cross a river using a small boat. Only two can use the boat for a trip. All the 3 policemen and only 1 thief knew to ride the boat. If 2 thieves and 1 policeman were left behind they would kill him. But none of them escaped from the policemen. How would they be able to cross the river?
Q: 36 people {a1, a2, ..., a36} meet and shake hands in a circular fashion. In other words, there are totally 36 handshakes involving the pairs, {a1, a2}, {a2, a3}, ..., {a35, a36}, {a36, a1}. Then size of the smallest set of people such that the res...
Q: There are 3 sticks placed at right angles to each other and a sphere is placed between the sticks . Now another sphere is placed in the gap between the sticks and Larger sphere . Find the radius of smaller sphere in terms of radius of larger sphere.
Q: Tom has three boxes with fruits in his barn: one box with apples, one box with pears, and one box with both apples and pears. The boxes have labels that describe the contents, but none of these labels is on the right box. How can Tom, by taking only one p
Q: A vessel is full of liquid. From the vessel, 1/3rd of the liquid evaporates on the first day. On the second day 3/4th of the remaining liquid evaporates. What fraction of the volume is present at the end of the second day
Q: In a Park, N persons stand on the circumference of a circle at distinct points. Each possible pair of persons, not standing next to each other, sings a two-minute song ? one pair immediately after the other. If the total time taken for singing is 28 minutes, what is N?
Q: There are four dogs/ants/people at four corners of a square of unit distance. At the same instant all of them start running with unit speed towards the person on their clockwise direction and will always run towards that target. How long does it take for them to meet and where?
Q: Given a collection of points P in the plane , a 1-set is a point in P that can be separated from the rest by a line, .i.e the point lies on one side of the line while the others lie on the other side. The number of 1-sets of P is denoted by n1(P)....
Q: Jack and his wife went to a party where four other married couples were present. Every person shook hands with everyone he or she was not acquainted with. When the handshaking was over, Jack asked everyone, including his own wife, how many hands they shook?
Q: A Man is sitting in the last coach of train could not find a seat, so he starts walking to the front coach ,he walks for 5 min and reaches front coach. Not finding a seat he walks back to last coach and when he reaches there,train had completed 5 miles. what is the speed of the train ?
Q: A man driving the car at twice the speed of auto one day he was driven car for 10 min. and car is failed. he left the car and took auto to go to the office .he spent 30 min. in the auto. what will be the time take by car to go office?
Q: Joe started from Bombay towards Pune and her friend julie in opposite direction. they met at a point . distance traveled by joe was 1.8 miles more than that of julie.after spending some both started there way. joe reaches in 2 hours while julie in 3.5 hours.Assuming both were traveling with constant speed. What is the distance between the two cities.
Q: In mathematics country 1,2,3,4....,8,9 are nine cities. Cities which form a no. that is divisible by 3 are connected by air planes. (e.g. cities 1 & 2 form no. 12 which divisible by 3 then 1 is connected to city 2). Find the total no. of ways you can go to 8 if you are allowed to break the journeys.
