Upload Button Icon Add office photos

Filter interviews by

Clear (1)

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

Updated 14 Nov 2023

Top Anand Rathi Wealth Management Assistant Manager Interview Questions and Answers

  • Q1. What us Portfolio Management, what sort of instruments required for optimal Portfolio?
  • Q2. What is wealth management, how to compute IRR, difference between cagr & irr
  • Q3. Give the roadmap for efficient Portfolio?
View all 6 questions

Anand Rathi Wealth Management Assistant Manager Interview Experiences

3 interviews found

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

I was interviewed before Nov 2022.

Round 1 - Resume Shortlist 
Pro Tip by AmbitionBox:
Double-check your resume for any spelling mistakes. The recruiter may consider spelling mistakes as careless behavior or poor communication skills.
View all Resume tips
Round 2 - Aptitude Test 

Don't remember prepare cat level questions

Round 3 - One-on-one 

(1 Question)

  • Q1. Basic about the company and basic about finance, mutual funds and stock market
Round 4 - Technical 

(1 Question)

  • Q1. Basics of finance and mutual fund

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

Interview Questionnaire 

10 Questions

  • Q1. Tell me about your self?
  • Q2. Why do you want join This firm and what best you can offer to us?
  • Q3. What us Portfolio Management, what sort of instruments required for optimal Portfolio?
  • Ans. 

    Portfolio management is the art of selecting and managing a group of investments to meet specific goals.

    • Portfolio management involves analyzing risk tolerance, diversification, and asset allocation.

    • Optimal portfolio requires a mix of different types of investments such as stocks, bonds, and cash.

    • Investment instruments required for optimal portfolio include mutual funds, exchange-traded funds (ETFs), and individual stoc...

  • Answered by AI
  • Q4. What is Efficient Port Folio?
  • Ans. 

    Efficient portfolio is a diversified investment portfolio that maximizes returns and minimizes risks.

    • Efficient portfolio theory was developed by Harry Markowitz in 1952.

    • It involves selecting a combination of assets that offer the highest expected return for a given level of risk.

    • The portfolio is optimized to achieve the highest possible return for a given level of risk.

    • Efficient portfolios are typically diversified acr...

  • Answered by AI
  • Q5. Why Finance After BTech?
  • Ans. 

    I realized my interest in finance during my BTech and pursued it further.

    • Studying finance alongside engineering helped me understand the financial aspects of business

    • I enjoyed learning about financial analysis and investment strategies

    • I saw the potential for growth and career opportunities in the finance industry

    • I believe my technical background combined with financial knowledge will make me a valuable asset as an Assi

  • Answered by AI
  • Q6. What is Equity?
  • Ans. 

    Equity refers to the ownership interest in a company or property.

    • Equity represents the residual value of assets after liabilities are paid off.

    • It can be in the form of stocks, shares, or ownership in a property.

    • Equity holders have voting rights and are entitled to a share of profits.

    • Equity can increase or decrease in value based on market conditions and company performance.

    • Examples of equity include common stock, prefe

  • Answered by AI
  • Q7. Give the roadmap for efficient Portfolio?
  • Ans. 

    Efficient portfolio roadmap involves diversification, risk management, and regular monitoring.

    • Identify investment goals and risk tolerance

    • Diversify investments across different asset classes and sectors

    • Regularly monitor and rebalance portfolio

    • Consider tax implications and fees

    • Implement risk management strategies such as stop-loss orders

    • Example: Allocate investments across stocks, bonds, and real estate investment trust...

  • Answered by AI
  • Q8. Tell us about your family
  • Q9. Why didn't you want to join your business
  • Q10. Where do you see yourself 10 years down the line?

Interview Preparation Tips

Interview preparation tips for other job seekers - Anand Rathi, the pure Investment firm so be clear at Financial basics, and calm, compose and clear at the interview rounds.

Assistant Manager Interview Questions Asked at Other Companies

asked in Axis Bank
Q1. You are Handling cash operations then how you manage operations w ... read more
asked in JSW Steel
Q2. 1. Whats is Cooling tower performance aspects, Vacuume breaker us ... read more
asked in Jio
Q3. What are the different layers of OSI model?
asked in Adani Group
Q4. What IS Codes do you follow for structural steel fabrication and ... read more
Q5. Why is SAS used of there are other open source tools available?
Round 1 - Technical 

(1 Question)

  • Q1. What is wealth management, how to compute IRR, difference between cagr & irr
  • Ans. 

    Wealth management involves managing investments and assets to achieve financial goals. IRR is a metric to measure investment returns.

    • Wealth management involves creating a personalized investment strategy for clients based on their financial goals and risk tolerance.

    • IRR (Internal Rate of Return) is a metric used to calculate the profitability of an investment over time, taking into account the time value of money.

    • CAGR (...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Have a good knowledge of basic finance such as what do mean by IRR, CAGR and how to calculate the same with core competencies in client servicing working with detailing good Honda on working in excel

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

I applied via Campus Placement and was interviewed before Dec 2020. There were 6 interview rounds.

Interview Questionnaire 

4 Questions

  • Q1. Can you work night shifts
  • Q2. Sell 5product in different way.
  • Q3. Sales techniques that can kill mind.
  • Ans. 

    Sales techniques that can kill mind are those that manipulate, deceive, or pressure the customer into buying.

    • Using fear tactics to make the customer feel like they need the product

    • Lying or exaggerating the benefits of the product

    • Creating a false sense of urgency to make the customer feel like they need to buy now

    • Pressuring the customer into buying by not taking no for an answer

    • Not listening to the customer's needs and ...

  • Answered by AI
  • Q4. Can you work pan India,

Interview Preparation Tips

Interview preparation tips for other job seekers - Be confident, be yourself, prepare well technically.
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 Assistant 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, Resume Shortlist and Aptitude Test.
What are the top questions asked in Anand Rathi Wealth Management Assistant Manager interview?

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

  1. What us Portfolio Management, what sort of instruments required for optimal Por...read more
  2. What is wealth management, how to compute IRR, difference between cagr & ...read more
  3. Give the roadmap for efficient Portfol...read more

Recently Viewed

INTERVIEWS

Colgate Global Business Services

No Interviews

INTERVIEWS

Anand Rathi Wealth Management

No Interviews

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

Tell us how to improve this page.

Anand Rathi Wealth Management Assistant Manager Interview Process

based on 1 interview

Interview experience

5
  
Excellent
View more
Anand Rathi Wealth Management Assistant Manager Salary
based on 77 salaries
₹3.2 L/yr - ₹9 L/yr
36% less than the average Assistant Manager Salary in India
View more details

Anand Rathi Wealth Management Assistant Manager Reviews and Ratings

based on 6 reviews

3.5/5

Rating in categories

3.1

Skill development

3.8

Work-life balance

3.2

Salary

3.9

Job security

4.0

Company culture

3.1

Promotions

3.2

Work satisfaction

Explore 6 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