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: 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: 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: The citizens of planet nigiet are 8 fingered and have thus developed their decimal system in base 8. A certain street in nigiet contains 1000 (in base 8) buildings numbered 1 to 1000. How many 3s are used in numbering these buildings?
Q: A light bulb is hanging in a room. Outside of the room there are three switches, of which only one is connected to the lamp. In the starting situation, all switches are 'off' and the bulb is not lit. If it is allowed to check in the room only once.How would you know which is the switch?
Q: At 6?o a clock ticks 6 times.The time between first and last ticks is 30 seconds.How long does it tick at 12?o clock?2.A hotel has 10 storey. Which floor is above the floor below the floor, below the floor above the floor, below the floor above the fifth.
Q: There is a room with a door (closed) and three light bulbs. Outside the room there are three switches, connected to the bulbs. You may manipulate the switches as you wish, but once you open the door you can't change them. Identify each switch with its bulb.
Q: Every day a cyclist meets a train at a particular crossing .The road is straight before the crossing and both are travelling in the same direction.Cyclist travels with a speed of 10 kmph.One day the cyclist come late by 25 minutes and meets the train 5 km before the crossing.What is the speed of the train?
Q: A long, long time ago, two Egyptian camel drivers were fighting for the hand of the daughter of the sheik of Abbudzjabbu. The sheik, who liked neither of these men to become the future husband of his daughter, came up with a clever plan: a race would dete
Q: There are 7 letters A,B,C,D,E,F,GAll are assigned some numbers from 1,2 to 7.B is in the middle if arranged as per the numbers.A is greater than G same as F is less than C.G comes earlier than E.Which is the fourth letter
Q: Jarius and Kylar are playing the game. If Jarius wins, then he wins twice as many games as Kylar. If Jarius loses, then Kylar wins as the same number of games that Jarius wins. How many do Jarius and Kylar play before this match?
Q: Give two dice - one is a standard dice, the other is blank (nothing painted on any of the faces). The problem is to paint the blank dice in such a manner so that when you roll both of them together, the sum of both the faces should lie between 1 and 12. Numbers from 1-12 (both inclusive) equally likely.
Q: Raj has a jewel chest containing Rings, Pins and Ear-rings. The chest contains 26 pieces. Raj has 2 and 1/2 times as many rings as pins, and the number of pairs of earrings is 4 less than the number of rings. How many earrings does Raj have?...
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: Consider a series in which 8 teams are participating. each team plays twice with all other teams. 4 of them will go to the semi final. How many matches should a team win, so that it will ensure that it will go to semi finals.?
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 person meets a train at a railway station coming daily at a particular time. One day he is late by 25 minutes, and he meets the train 5 k.m. before the station. If his speed is 12 kmph, what is the speed of the train.
Q: Motorboat A leaves shore P as B leaves Q; they move across the lake at a constant speed. They meet first time 600 yards from P. Each returns from the opposite shore without halting, and they meet 200 yards from. How long is the lake?
Q: Four persons have to cross the bridge they are having one torch light. Four persons take 1,2,5,10 minutes respectively, when two persons are going they will take the time of the slowest person. What is the time taken to cross by all of them.
Q: The profit made by a company in one year is enough to give 6% return on all shares. But as the preferred shares get on return of 7.5%, so the ordinary shares got on return of 5%. If the value of preferred shares is Rs 4,000000, then what is the va...