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

30 Min and topic was related to JD

Q1. Difference between Irr and CAGR?
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Q2. What is the formula for calculating GDP (Gross Domestic Product)?
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Q1. Advantage of Mutual Fund
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Q2. Why do you want to Join Anand Rathi
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Q1. Previous company and Role
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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
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Q2. Your current expectations
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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
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Q1. If you have given 1 Cr then how will you invest. And what will he your total return on investment (CAGR)
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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...read more
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Q2. Delta, vega and theta in Options
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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...read more
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Q3. What are tax implications of LTCG and STCG. Set off and carry forward of losses.
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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...read more
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Q4. Deductions in Income tax for capital gains.
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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.
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Aptitude test to be given on Anand Rathi Private software which needs to be installed.