Upload Button Icon Add office photos

Filter interviews by

Clear (1)

Anand Rathi Wealth Management Accounts Manager Interview Questions, Process, and Tips

Updated 5 Mar 2025

Top Anand Rathi Wealth Management Accounts Manager Interview Questions and Answers

  • Q1. If you have given 1 Cr then how will you invest. And what will he your total return on investment (CAGR)
  • Q2. What are tax implications of LTCG and STCG. Set off and carry forward of losses.
  • Q3. What is the formula for calculating GDP (Gross Domestic Product)?
View all 7 questions

Anand Rathi Wealth Management Accounts Manager Interview Experiences

4 interviews found

Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
No response

I applied via Referral and was interviewed in Dec 2024. There were 3 interview rounds.

Round 1 - Aptitude Test 

30 Min and topic was related to JD

Round 2 - Technical 

(2 Questions)

  • Q1. Difference between Irr and CAGR?
  • Ans. 

    IRR is the rate at which the net present value of cash flows equals zero, while CAGR is the average annual growth rate over a specified period.

    • IRR is used to calculate the rate of return on an investment based on its cash flows.

    • CAGR is used to measure the mean annual growth rate of an investment over a specified time period.

    • IRR takes into account the timing and amount of cash flows, while CAGR focuses on the overall gr...

  • Answered by AI
  • Q2. What is the formula for calculating GDP (Gross Domestic Product)?
  • Ans. 

    GDP is calculated using the formula: GDP = C + I + G + (X-M)

    • GDP = C + I + G + (X-M)

    • C represents consumer spending on goods and services

    • I represents business investments in equipment and structures

    • G represents government spending on public goods and services

    • (X-M) represents net exports (exports minus imports)

    • GDP can also be calculated as the sum of value added at each stage of production

  • Answered by AI
Round 3 - Technical 

(2 Questions)

  • Q1. Advantage of Mutual Fund
  • Ans. 

    Mutual funds offer diversification, professional management, and convenience for investors.

    • Diversification: Mutual funds invest in a variety of securities, reducing risk by spreading investments across different assets.

    • Professional management: Fund managers make investment decisions on behalf of investors, utilizing their expertise and research.

    • Convenience: Investors can easily buy and sell mutual fund shares, making i...

  • Answered by AI
  • Q2. Why do you want to Join Anand Rathi
  • Ans. 

    I want to join Anand Rathi because of its strong reputation in the financial industry and the opportunities for growth and development.

    • Anand Rathi has a strong reputation in the financial industry

    • Opportunities for growth and development

    • Exciting work environment

    • Strong team collaboration

  • Answered by AI
Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
-
Round 1 - Aptitude Test 

20 question 12 quants and 8 lr

Accounts Manager Interview Questions Asked at Other Companies

Q1. Tell me an analysis about how to factor customer or prospects for ... read more
Q2. If you have given 1 Cr then how will you invest. And what will he ... read more
Q3. Java 8 features, disadvantages of microservices, difference betwe ... read more
asked in ICICI Bank
Q4. How you managed to fill form for your banking examination
Q5. What is budgeting? How is budgeting done? How to prepare budgets? ... read more
Interview experience
4
Good
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Approached by Company and was interviewed in Oct 2022. There were 4 interview rounds.

Round 1 - Resume Shortlist 
Pro Tip by AmbitionBox:
Don’t add your photo or details such as gender, age, and address in your resume. These details do not add any value.
View all Resume tips
Round 2 - HR 

(2 Questions)

  • Q1. Previous company and Role
  • Ans. 

    I worked as a Sales Executive at XYZ Corp for 2 years.

    • Managed a portfolio of 50+ clients and achieved 120% of sales target in the first year

    • Developed and implemented sales strategies resulting in a 25% increase in revenue

    • Collaborated with cross-functional teams to ensure timely delivery of products and services

  • Answered by AI
  • Q2. Your current expectations
  • Ans. 

    I expect to be challenged and given opportunities to grow while contributing to the success of the company.

    • Opportunities for professional development and growth

    • Challenging work that utilizes my skills and abilities

    • A supportive and collaborative team environment

    • Clear expectations and goals

    • Recognition for my contributions to the company's success

  • Answered by AI
Round 3 - Technical 

(4 Questions)

  • Q1. If you have given 1 Cr then how will you invest. And what will he your total return on investment (CAGR)
  • Ans. 

    I would invest in a diversified portfolio of stocks, bonds, and real estate to minimize risk and maximize returns.

    • I would allocate a portion of the funds towards blue-chip stocks with a proven track record of consistent growth and dividends.

    • I would also invest in a mix of government and corporate bonds to provide a steady stream of income.

    • To further diversify, I would invest in real estate through REITs or rental prope...

  • Answered by AI
  • Q2. Delta, vega and theta in Options
  • Ans. 

    Delta, vega and theta are important measures used in options trading.

    • Delta measures the rate of change of an option's price in relation to the underlying asset's price.

    • Vega measures the sensitivity of an option's price to changes in volatility.

    • Theta measures the rate of decline in an option's value due to the passage of time.

    • Delta is positive for call options and negative for put options.

    • Vega is higher for options with...

  • Answered by AI
  • Q3. What are tax implications of LTCG and STCG. Set off and carry forward of losses.
  • Ans. 

    LTCG and STCG have different tax implications. Losses can be set off and carried forward.

    • LTCG (Long Term Capital Gains) are taxed at a lower rate than STCG (Short Term Capital Gains).

    • STCG is added to the income and taxed as per the applicable tax slab.

    • Losses from both LTCG and STCG can be set off against gains from the same category.

    • If there are no gains in the same category, losses can be carried forward for up to 8 y...

  • Answered by AI
  • Q4. Deductions in Income tax for capital gains.
  • Ans. 

    Capital gains can be eligible for deductions in income tax.

    • Long-term capital gains are taxed at a lower rate than short-term gains.

    • Investments in certain sectors like infrastructure and startups may be eligible for tax exemptions.

    • Losses from capital gains can be carried forward to offset future gains.

    • Tax-saving investments like ELSS can also help in reducing tax liability on capital gains.

  • Answered by AI
Round 4 - Aptitude Test 

Aptitude test to be given on Anand Rathi Private software which needs to be installed.

Interview Preparation Tips

Interview preparation tips for other job seekers - This job is basically of clerical nature where you will be doing all operational stuff like Filling RTGS forms for fund transfer, deal execution, client query Management, preparation of Portfolio summary of client at month end and all other operational jobs.

If you are looking for equity research/ PMS then this job is not relevant. As in ARWL the investment is done in Equity and debt MFs and MLD's. So you won't be learning Portfolio management or doing any stock research.

So this is monotonous and clerical job. If you are not interested in operational job then can go in product team (Equity MF) but then salary would be less than AM salary.

I applied via Campus Placement and was interviewed in Jul 2021. There were 3 interview rounds.

Interview Questionnaire 

1 Question

  • Q1. Things related to Resume

Interview Preparation Tips

Interview preparation tips for other job seekers - Be calm and compose.
They will ask u basic questions related to your Resume and what work u have done in your internship

Anand Rathi Wealth Management interview questions for designations

 Accountant

 (1)

 Assistant Manager

 (3)

 Relationship Manager

 (1)

 Branch Manager

 (1)

 Estate Manager

 (1)

Interview questions from similar companies

I applied via Naukri.com and was interviewed before Oct 2021. There was 1 interview round.

Round 1 - HR 

(2 Questions)

  • Q1. Tell me about yourself?
  • Ans. Confidently answer and you will be through
  • Answered Anonymously
  • Q2. Can u do sells if yess sell me a savings account
  • Ans. 

    Yes, I can sell savings accounts. Our savings account offers competitive interest rates and no monthly fees.

    • I would start by asking the customer about their current savings account and if they are happy with it.

    • Then, I would highlight the benefits of our savings account such as the competitive interest rates and no monthly fees.

    • I would also mention any additional perks such as online banking and mobile app access.

    • Final...

  • Answered by AI

Interview Preparation Tips

Topics to prepare for Kotak Mahindra Bank Assistant Manager interview:
  • Banking
Interview preparation tips for other job seekers - Confidently answer all questions and remember they will ask you questions regarding sales. Answer smartly

Interview Questionnaire 

2 Questions

  • Q1. What to do customer any financial facilities help us
  • Ans. 

    Financial facilities can help us attract and retain customers by providing convenient and accessible services.

    • Financial facilities such as credit cards, loans, and savings accounts can help customers manage their finances effectively.

    • Offering competitive interest rates and flexible repayment options can attract customers to choose our financial services.

    • Providing online banking and mobile apps for easy access to accoun...

  • Answered by AI
  • Q2. Fd rd insurance demate

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

Interview Questionnaire 

1 Question

  • Q1. I asked abt , job timings, shifts. Location.

Interview Preparation Tips

Interview preparation tips for other job seekers - Talk confidently,Introduce yourself and
abt your previous job experience

I applied via Company Website and was interviewed in Dec 2020. There were 3 interview rounds.

Interview Questionnaire 

3 Questions

  • Q1. A.Introduction
  • Q2. B.Previous work experience details.
  • Q3. Basic terminology of Banking and finance.

Interview Preparation Tips

Interview preparation tips for other job seekers - Interview is simple.

I applied via Referral and was interviewed in Nov 2020. There were 6 interview rounds.

Interview Questionnaire 

3 Questions

  • Q1. About my previous job
  • Q2.  Why we can take you
  • Q3. How can you help us to make business

Interview Preparation Tips

Interview preparation tips for other job seekers - Given answer confided and dont give any excuse

I applied via AmbitionBox and was interviewed before Feb 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 Resume tips
Round 2 - Aptitude Test 

It was good

Interview Preparation Tips

Interview preparation tips for other job seekers - Nice experience lots of learning experience
Contribute & help others!
anonymous
You can choose to be anonymous

Anand Rathi Wealth Management Interview FAQs

How many rounds are there in Anand Rathi Wealth Management Accounts Manager interview?
Anand Rathi Wealth Management interview process usually has 2-3 rounds. The most common rounds in the Anand Rathi Wealth Management interview process are Technical, Aptitude Test and Resume Shortlist.
What are the top questions asked in Anand Rathi Wealth Management Accounts Manager interview?

Some of the top questions asked at the Anand Rathi Wealth Management Accounts Manager interview -

  1. If you have given 1 Cr then how will you invest. And what will he your total re...read more
  2. What are tax implications of LTCG and STCG. Set off and carry forward of loss...read more
  3. What is the formula for calculating GDP (Gross Domestic Produc...read more

Recently Viewed

INTERVIEWS

Colgate Global Business Services

5.6k top interview questions

INTERVIEWS

Anand Rathi Wealth Management

No Interviews

INTERVIEWS

OneAssist Consumer Solutions

No Interviews

INTERVIEWS

Virtual Galaxy Infotech

No Interviews

INTERVIEWS

Anand Rathi Wealth Management

No Interviews

INTERVIEWS

Anand Rathi Wealth Management

No Interviews

INTERVIEWS

Colgate Global Business Services

No Interviews

INTERVIEWS

The Machine Maker

No Interviews

SALARIES

Colgate Global Business Services

INTERVIEWS

Cognitus Consulting IT Services

No Interviews

Tell us how to improve this page.

Anand Rathi Wealth Management Accounts Manager Interview Process

based on 6 interviews

Interview experience

4.3
  
Good
View more

Interview Questions from Similar Companies

ICICI Bank Interview Questions
4.0
 • 2.4k Interviews
HDFC Bank Interview Questions
3.9
 • 2.1k Interviews
IIFL Finance Interview Questions
4.0
 • 245 Interviews
Bajaj Capital Interview Questions
3.8
 • 79 Interviews
Edelweiss Interview Questions
3.9
 • 59 Interviews
View all
Anand Rathi Wealth Management Accounts Manager Salary
based on 211 salaries
₹4 L/yr - ₹9.8 L/yr
30% less than the average Accounts Manager Salary in India
View more details

Anand Rathi Wealth Management Accounts Manager Reviews and Ratings

based on 38 reviews

2.9/5

Rating in categories

2.5

Skill development

3.2

Work-life balance

2.3

Salary

3.5

Job security

3.2

Company culture

2.2

Promotions

2.6

Work satisfaction

Explore 38 Reviews and Ratings
Accounts Manager
211 salaries
unlock blur

₹0 L/yr - ₹0 L/yr

Management Trainee
122 salaries
unlock blur

₹0 L/yr - ₹0 L/yr

Assistant Manager
77 salaries
unlock blur

₹0 L/yr - ₹0 L/yr

Assistant Vice President
26 salaries
unlock blur

₹0 L/yr - ₹0 L/yr

Vice President
22 salaries
unlock blur

₹0 L/yr - ₹0 L/yr

Explore more salaries
Compare Anand Rathi Wealth Management with

Motilal Oswal Financial Services

3.7
Compare

Edelweiss

3.9
Compare

IIFL Finance

4.0
Compare

Kotak Mahindra Bank

3.8
Compare
Did you find this page helpful?
Yes No
write
Share an Interview
Rate your experience using AmbitionBox
Terrible
Terrible
Poor
Poor
Average
Average
Good
Good
Excellent
Excellent