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CapitalVia Relationship Manager Interview Questions and Answers

Updated 12 Jul 2025

CapitalVia Relationship Manager Interview Experiences

3 interviews found

Interview experience
5
Excellent
Difficulty level
Easy
Process Duration
Less than 2 weeks
Result
Selected Selected

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

  • Q1. How much experience in share market and what is nse bse also
  • Ans. 

    I have extensive experience in the share market, understanding NSE and BSE as key stock exchanges in India.

    • NSE (National Stock Exchange) and BSE (Bombay Stock Exchange) are the two major stock exchanges in India.

    • NSE was established in 1992 and is known for its electronic trading system, while BSE is Asia's oldest stock exchange, established in 1875.

    • Both exchanges facilitate the buying and selling of stocks, bonds, and ...

  • Answered by AI
  • Q2. Where did you work in your previous company?
  • Ans. 

    I worked as a Relationship Manager at XYZ Financial Services, focusing on client engagement and portfolio management.

    • Managed a diverse portfolio of over 100 clients, ensuring personalized service and satisfaction.

    • Developed and implemented strategies to enhance client relationships, resulting in a 20% increase in client retention.

    • Conducted regular meetings with clients to assess their financial needs and provide tailore...

  • Answered by AI
  • Q3. How many companies are registered in the Nifty Index?
  • Ans. 

    The Nifty Index comprises 50 major companies listed on the National Stock Exchange of India.

    • The Nifty Index, also known as Nifty 50, includes 50 companies.

    • It represents various sectors of the Indian economy, such as IT, finance, and consumer goods.

    • Examples of companies in the Nifty Index include Reliance Industries, HDFC Bank, and Infosys.

    • The index is used as a benchmark for the performance of the Indian stock market.

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Join this company; it's a reputable organization.
Interview experience
4
Good
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

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

  • Q1. What is option chain please explain?
  • Ans. 

    An option chain is a listing of all available options for a specific underlying asset, showing strike prices and expiration dates.

    • An option chain displays both call and put options for a given stock or asset.

    • It includes details like strike prices, expiration dates, and premiums.

    • For example, if a stock is trading at $50, the option chain will show calls and puts at various strike prices like $45, $50, and $55.

    • Traders us...

  • Answered by AI
  • Q2. Please explain Option strategy
  • Ans. 

    An option strategy involves using financial derivatives to manage risk and enhance returns in trading.

    • 1. Covered Call: Selling call options on owned stock to generate income.

    • 2. Protective Put: Buying put options to hedge against potential losses in owned stock.

    • 3. Straddle: Buying both call and put options at the same strike price to profit from volatility.

    • 4. Iron Condor: Selling an out-of-the-money call and put while b...

  • Answered by AI
  • Q3. No more questions

Interview Preparation Tips

Interview preparation tips for other job seekers - Na

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Interview experience
5
Excellent
Difficulty level
Easy
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Referral and was interviewed in Oct 2023. 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 

(4 Questions)

  • Q1. Last salary and accepted salry
  • Q2. Over-all experience
  • Ans. 

    I have over five years of experience in relationship management, focusing on client satisfaction and business growth.

    • Developed strong client relationships, resulting in a 30% increase in client retention over two years.

    • Implemented a feedback system that improved service delivery based on client needs, leading to a 15% rise in customer satisfaction scores.

    • Collaborated with cross-functional teams to tailor solutions for ...

  • Answered by AI
  • Q3. Reason of leaving last company
  • Ans. 

    Seeking new opportunities for growth and career advancement.

    • Desire for a more challenging role

    • Limited opportunities for career progression

    • Company restructuring or downsizing

    • Relocation or personal reasons

  • Answered by AI
  • Q4. Family background
  • Ans. 

    I come from a close-knit family that values education, support, and open communication, which has shaped my interpersonal skills.

    • My parents are both educators, instilling a love for learning in me from a young age.

    • I have two siblings; we often collaborate on projects, enhancing our teamwork skills.

    • Family gatherings are frequent, fostering strong relationships and effective communication.

    • My parents encouraged us to purs...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - A great company to boost your skills at the very best level

Top trending discussions

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Interview Tips & Stories
1w (edited)
a team lead
Why are women still asked such personal questions in interview?
I recently went for an interview… and honestly, m still trying to process what just happened. Instead of being asked about my skills, experience, or how I could add value to the company… the questions took a totally unexpected turn. The interviewer started asking things like When are you getting married? Are you engaged? And m sure, if I had said I was married, the next question would’ve been How long have you been married? What does my personal life have to do with the job m applying for? This is where I felt the gender discrimination hit hard. These types of questions are so casually thrown at women during interviews but are they ever asked to men? No one asks male candidates if they’re planning a wedding or how old their kids are. So why is it okay to ask women? Can we please stop normalising this kind of behaviour in interviews? Our careers shouldn’t be judged by our relationship status. Period.
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Interview questions from similar companies

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 Oct 2022. There were 3 interview rounds.

Round 1 - Resume Shortlist 
Pro Tip by AmbitionBox:
Properly align and format text in your resume. A recruiter will have to spend more time reading poorly aligned text, leading to high chances of rejection.
View all tips
Round 2 - One-on-one 

(1 Question)

  • Q1. One should be well prepared about their KPI and KRAs based on the previous role and applied role.
Round 3 - One-on-one 

(1 Question)

  • Q1. One should be well prepared in regards to the over all people management, client management, emails, escalation trackers, dashboard etc

Interview Preparation Tips

Interview preparation tips for other job seekers - Before going for any interview, one should be well prepared with their assigned duties and responsibilities (KPI/KRAs). Keep a light positive smile, maintain eye contacts, do not fumble while speaking and listen to the interviewer's questions and answer those exactly what is being asked and speak slowly with proper sentences.

Even if you are getting rejected after too many attempts, still never give up and try again. Interviewer can either select or reject , apart from this they cannot do anything so never be afraid or scared of any interview or interviewer.

Thanks! All the best!
Interview experience
2
Poor
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I appeared for an interview before Mar 2024, where I was asked the following questions.

  • Q1. Can you able to work at night shift.
  • Ans. 

    Yes, I can work night shifts and understand their importance for operational efficiency and team support.

    • I have experience working night shifts in my previous role, which helped me adapt to different schedules.

    • I understand that night shifts can be challenging, but I am committed to maintaining productivity and focus.

    • I have strategies in place to manage my sleep schedule effectively, ensuring I am well-rested and alert ...

  • Answered by AI
  • Q2. Tell me about your previous work experience.
  • Q3. Tell me about yourself.

Interview Preparation Tips

Interview preparation tips for other job seekers - I suggested every one don't joined this company, if joined due to any reason don't stay here for a long time or more than two years.
Round 1 - Assignment 
Round 2 - Technical 

(2 Questions)

  • Q1. How to sale the prodect
  • Ans. 

    To sell a product, understand the customer's needs, highlight the benefits, and create a sense of urgency.

    • Research the customer's needs and tailor your pitch accordingly

    • Highlight the unique benefits and features of the product

    • Create a sense of urgency by emphasizing limited availability or time-sensitive deals

    • Build rapport and establish trust with the customer

    • Address any objections or concerns the customer may have

    • Clos...

  • Answered by AI
  • Q2. How to make profit and which easy root . How to atrect the consumer
  • Ans. 

    To make profit and attract consumers, focus on providing value, building relationships, and utilizing effective marketing strategies.

    • Provide high-quality products or services that meet the needs of your target market

    • Build strong relationships with customers through excellent customer service and personalized experiences

    • Utilize effective marketing strategies such as social media advertising, email marketing, and influen...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Prepare God quality and give the advatisment
Interview experience
4
Good
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
No response

I applied via Naukri.com and was interviewed in Mar 2024. There was 1 interview round.

Round 1 - HR 

(2 Questions)

  • Q1. Can you walk me through your profile?
  • Q2. How would you sell solutions?
  • Ans. 

    I would sell solutions by understanding the customer's needs, presenting tailored solutions, highlighting benefits, and providing excellent customer service.

    • Understand the customer's pain points and needs

    • Present tailored solutions that address their specific challenges

    • Highlight the benefits and value of the solution

    • Provide excellent customer service and support throughout the sales process

  • Answered by AI
Are these interview questions helpful?
Interview experience
5
Excellent
Difficulty level
Easy
Process Duration
Less than 2 weeks
Result
Selected Selected

I appeared for an interview in Jun 2023.

Round 1 - Technical 

(3 Questions)

  • Q1. U know for this job
  • Q2. Are you intrested for this job
  • Q3. But I am intrested for this job
Round 2 - Case Study 

Shirt period you can and learned money for part time job

Interview Preparation Tips

Interview preparation tips for other job seekers - Good
Interview experience
3
Average
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
No response

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

Round 1 - Technical 

(3 Questions)

  • Q1. Case study on marketing campaigns. What should be the KPIs/metrics to track the performance of these campaigns?
  • Ans. 

    Key performance indicators (KPIs) are essential for evaluating marketing campaign success and guiding future strategies.

    • Conversion Rate: Measures the percentage of users who take a desired action, e.g., signing up for a newsletter.

    • Customer Acquisition Cost (CAC): Total cost of acquiring a new customer, e.g., total marketing spend divided by new customers gained.

    • Return on Investment (ROI): Evaluates the profitability of...

  • Answered by AI
  • Q2. Given data around the change in monthly orders from 3 different campaigns, find out which campaign was most efficient.
  • Ans. 

    Analyze monthly order changes to determine the most efficient campaign among three options.

    • Compare the percentage increase in orders for each campaign. For example, if Campaign A had a 30% increase, Campaign B had 20%, and Campaign C had 50%, Campaign C is the most efficient.

    • Evaluate the cost per order for each campaign. If Campaign A spent $1000 for 100 orders ($10/order), while Campaign B spent $800 for 50 orders ($1...

  • Answered by AI
  • Q3. Given data around change in customer spending and cost of each campaign, find out which campaign ended up onboarding best spending customers.
  • Ans. 

    Analyze customer spending data to identify the most effective campaign for onboarding high-spending customers.

    • Collect data on customer spending before and after each campaign.

    • Calculate the cost per acquisition (CPA) for each campaign to assess efficiency.

    • Identify the average spending of customers acquired through each campaign.

    • Compare the average spending of customers from different campaigns to find the best performer...

  • Answered by AI
Round 2 - Case Study 

Case study about a Electronic Rental company in entertainment industry. Profits are declining, what could be the reasons? Company is trying to liquidate older equipments. Given data around depreciation, what would be the total cost incurred?

Interview Preparation Tips

Topics to prepare for Merilytics Business Development Manager interview:
  • Case Studies
  • Resume
  • Calculation
Interview preparation tips for other job seekers - Interviewers were helpful but started to fill my interview perfomance data while their screen was shared which was very disheartening and distracting.
My advice would be to practice mathematical calculations and do ain of 5-6 case studies which involves number crunching.

I applied via Campus Placement and was interviewed in Nov 2020. There were 3 interview rounds.

Interview Questionnaire 

1 Question

  • Q1. Case based questions

Interview Preparation Tips

Interview preparation tips for other job seekers - Be analytical in answering and ask questions before you start answering.

CapitalVia Interview FAQs

How many rounds are there in CapitalVia Relationship Manager interview?
CapitalVia interview process usually has 2 rounds. The most common rounds in the CapitalVia interview process are Resume Shortlist and HR.
How to prepare for CapitalVia 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 CapitalVia. The most common topics and skills that interviewers at CapitalVia expect are Stock Market, BW, Brokerage, Business Development and Client Relationship Management.
What are the top questions asked in CapitalVia Relationship Manager interview?

Some of the top questions asked at the CapitalVia Relationship Manager interview -

  1. How much experience in share market and what is nse bse a...read more
  2. How many companies are registered in the Nifty Ind...read more
  3. What is option chain please expla...read more

Tell us how to improve this page.

Overall Interview Experience Rating

4.7/5

based on 3 interview experiences

Difficulty level

Easy 67%
Moderate 33%

Duration

Less than 2 weeks 100%
View more

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CapitalVia Relationship Manager Salary
based on 13 salaries
₹2.5 L/yr - ₹4.4 L/yr
37% less than the average Relationship Manager Salary in India
View more details

CapitalVia Relationship Manager Reviews and Ratings

based on 8 reviews

4.8/5

Rating in categories

4.8

Skill development

4.3

Work-life balance

4.4

Salary

4.7

Job security

4.8

Company culture

4.3

Promotions

4.2

Work satisfaction

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