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Anand Rathi Wealth Management Interview Questions and Answers

Updated 20 Mar 2025

Anand Rathi Wealth Management Interview Experiences

Popular Designations

21 interviews found

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

I appeared for an interview before Nov 2022.

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 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

Top Anand Rathi Wealth Management Assistant Manager Interview Questions and Answers

Q1. What us Portfolio Management, what sort of instruments required for optimal Portfolio?
View answer (1)

Assistant Manager Interview Questions asked at other Companies

Q1. You are Handling cash operations then how you manage operations with sales ?
View answer (89)

I applied via Naukri.com and was interviewed in May 2022. There were 3 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 - Technical 

(8 Questions)

  • Q1. Tell me about yourself
  • Ans. 

    I am an experienced Relationship Manager with a strong background in building and maintaining client relationships.

    • Over 5 years of experience in the banking industry

    • Proven track record of exceeding sales targets

    • Expertise in financial planning and investment strategies

    • Strong communication and interpersonal skills

    • Ability to analyze client needs and provide tailored solutions

    • Managed a portfolio of high net worth clients

    • De...

  • Answered by AI
  • Q2. Past experience in stock broking industry
  • Ans. 

    I have 5 years of experience in the stock broking industry.

    • Worked as a Relationship Manager at XYZ Stock Broking Firm for 3 years

    • Managed a portfolio of high net worth clients and provided investment advice

    • Executed trades on behalf of clients and monitored market trends

    • Developed strong relationships with clients and ensured their satisfaction

    • Stayed updated with market news and analyzed financial reports

    • Achieved consiste

  • Answered by AI
  • Q3. What is derivatives contract
  • Ans. 

    A financial contract whose value is derived from an underlying asset or security.

    • Derivatives contracts are used for hedging or speculation.

    • Examples include futures, options, swaps, and forwards.

    • They allow investors to take positions on the future price movements of an asset without actually owning it.

    • Derivatives can be traded on exchanges or over-the-counter (OTC).

  • Answered by AI
  • Q4. What is per day revenue targets in past company
  • Ans. 

    I achieved a per day revenue target of $10,000 in my previous company.

    • In my previous company, I was responsible for generating revenue through client acquisition and retention.

    • My per day revenue target was $10,000, which I consistently met and exceeded.

    • I achieved this target by building strong relationships with clients and identifying their needs to offer tailored solutions.

    • I also collaborated with cross-functional te...

  • Answered by AI
  • Q5. How many clients do you handle in past company
  • Ans. 

    I handled a diverse portfolio of clients, ranging from small businesses to high net worth individuals.

    • Managed a portfolio of over 100 clients

    • Provided personalized financial advice and solutions to meet their individual needs

    • Built strong relationships with clients through regular communication and meetings

    • Successfully grew the client base by acquiring new clients through referrals and networking

    • Collaborated with interna

  • Answered by AI
  • Q6. What is call option and put option
  • Ans. 

    A call option is a financial contract that gives the buyer the right, but not the obligation, to buy an asset at a specified price within a specific time period. A put option is a financial contract that gives the buyer the right, but not the obligation, to sell an asset at a specified price within a specific time period.

    • Call option allows the buyer to purchase an asset at a predetermined price, known as the strike pri...

  • Answered by AI
  • Q7. Do you have bike with you
  • Ans. 

    No

    • I do not have a bike with me.

    • As a Relationship Manager, my focus is on building and maintaining relationships with clients.

    • Having a bike is not a requirement for this role.

    • My skills and experience in managing relationships are more important than owning a bike.

  • Answered by AI
  • Q8. What is your current ctc
  • Ans. 

    I am currently earning a competitive salary as a Relationship Manager.

    • I am earning a competitive salary as a Relationship Manager.

    • My current compensation package is in line with industry standards.

    • I am satisfied with my current remuneration.

    • I have been receiving regular salary increments based on my performance.

    • My current CTC reflects my experience and expertise in the field.

  • Answered by AI
Round 3 - HR 

(2 Questions)

  • Q1. What is derivatives futures and options
  • Ans. 

    Derivatives futures and options are financial contracts that derive their value from an underlying asset.

    • Derivatives are used for hedging or speculation

    • Futures are contracts to buy or sell an asset at a future date and price

    • Options give the buyer the right, but not the obligation, to buy or sell an asset at a certain price before a certain date

    • Derivatives are commonly used in the stock market, commodities market, and f

  • Answered by AI
  • Q2. Presently Which stock will you suggest for investment to clients.
  • Ans. 

    I cannot provide a specific stock recommendation as it goes against company policy.

    • As a Relationship Manager, I am not authorized to provide specific stock recommendations to clients.

    • It is important to follow company policy and regulations to maintain ethical and professional standards.

    • Instead, I can provide general market insights and trends to help clients make informed investment decisions.

    • It is also important to un...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Have knowledge about stock market. Past company revenue targets daily

Relationship Manager Interview Questions asked at other Companies

Q1. How will you market banking products ? Are you willing to work at the ground level ? What are the challenges of marketing at ground level ? How different is it from other kinds of marketing? What did you learn in mba with respect to marketi... read more
View answer (48)

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.

Top Anand Rathi Wealth Management Assistant Manager Interview Questions and Answers

Q1. What us Portfolio Management, what sort of instruments required for optimal Portfolio?
View answer (1)

Assistant Manager Interview Questions asked at other Companies

Q1. You are Handling cash operations then how you manage operations with sales ?
View answer (89)
Round 1 - One-on-one 

(1 Question)

  • Q1. Tell me about yourself? How will motivate your costumer? How will you handle the difficult situation calmly? How will you promote your product/service to generate the desire of customers? what is your weak...

Interview Preparation Tips

Interview preparation tips for other job seekers - Study and understand the concepts of Marketing attentively, be confident, should look professional during your Interview.

Marketing Intern Interview Questions asked at other Companies

Q1. Most of our website traffic comes from India while our target geography is the USA. How will you bring US traffic?
View answer (1)

Anand Rathi Wealth Management interview questions for popular designations

 Accounts Manager

 (5)

 Management Trainee

 (3)

 Assistant Manager

 (3)

 Accountant

 (1)

 Finance Intern

 (1)

 Estate Manager

 (1)

 Marketing Intern

 (1)

 Relationship Manager

 (1)

Interview experience
3
Average
Difficulty level
Easy
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Recruitment Consulltant and was interviewed before Feb 2023. There was 1 interview round.

Round 1 - Technical 

(1 Question)

  • Q1. Question related to API pattern, core fundamentals.

Software Engineer2 Interview Questions asked at other Companies

Q1. - Given a water -tight orientable 2-manifold, how to find if a point is inside or outside its volume? - Given a bunch of points with their coordinates, how to merge closeby points together? - How to determine if the normals of the two trian... read more
View answer (1)
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

Top Anand Rathi Wealth Management Assistant Manager Interview Questions and Answers

Q1. What us Portfolio Management, what sort of instruments required for optimal Portfolio?
View answer (1)

Assistant Manager Interview Questions asked at other Companies

Q1. You are Handling cash operations then how you manage operations with sales ?
View answer (89)

Interview Questions & Answers

user image Mukesh V

posted on 12 Sep 2023

Interview experience
4
Good
Difficulty level
Moderate
Process Duration
2-4 weeks
Result
Selected Selected

I applied via Campus Placement and was interviewed before Sep 2022. There were 6 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 - Aptitude Test 

Aptitude was tough and well set

Round 3 - Group Discussion 

Topic was what are current financial trends

Round 4 - One-on-one 

(2 Questions)

  • Q1. Explain Options
  • Q2. Explain what are financial instruments
Round 5 - Case Study 

Case study was of Financial literacy among youth

Round 6 - HR 

(1 Question)

  • Q1. Whatvare salary expectation
Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Recruitment Consulltant and was interviewed before Feb 2023. There was 1 interview round.

Round 1 - Group Discussion 

All Seniors taken interview

Interview Preparation Tips

Interview preparation tips for other job seekers - How you will Achieve your Gole and will take Next promotion

Branch Manager Interview Questions asked at other Companies

Q1. Role of Branch Manager?How to manage team?Cross sell?
View answer (34)
Interview experience
3
Average
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Naukri.com and was interviewed before Sep 2022. There were 4 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 - Aptitude Test 

Basic LR and puzzle questions

Round 3 - Group Discussion 

Based on current affair to test your communication skills.

Round 4 - Technical 

(1 Question)

  • Q1. Questions regarding your CV and work experience

Interview Preparation Tips

Interview preparation tips for other job seekers - Be confident, good communication skills would be an advantage

Management Trainee Interview Questions asked at other Companies

Q1. What do you mean by balance sheet reconciliation could you explain briefly?
View answer (45)

Accountant Interview Questions & Answers

user image Anonymous

posted on 5 May 2022

I applied via Naukri.com and was interviewed in Apr 2022. There were 2 interview rounds.

Round 1 - Aptitude Test 

Purpose of my knowledge

Round 2 - Assignment 

Purpose of my skill

Interview Preparation Tips

Topics to prepare for Anand Rathi Wealth Management Accountant interview:
  • Accounting
Interview preparation tips for other job seekers - I advice to Save goodwill of company

Accountant Interview Questions asked at other Companies

Q1. What journal is made when purchase requisition is created
View answer (26)

Anand Rathi Wealth Management Interview FAQs

How many rounds are there in Anand Rathi Wealth Management 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 One-on-one Round.
How to prepare for Anand Rathi Wealth Management 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 Anand Rathi Wealth Management. The most common topics and skills that interviewers at Anand Rathi Wealth Management expect are Sales, HNI Sales, Research, AWS and Accounting.
What are the top questions asked in Anand Rathi Wealth Management interview?

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

  1. If you have given 1 Cr then how will you invest. And what will he your total re...read more
  2. What us Portfolio Management, what sort of instruments required for optimal Por...read more
  3. What are tax implications of LTCG and STCG. Set off and carry forward of loss...read more
How long is the Anand Rathi Wealth Management interview process?

The duration of Anand Rathi Wealth Management interview process can vary, but typically it takes about less than 2 weeks to complete.

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Anand Rathi Wealth Management Interview Process

based on 20 interviews

Interview experience

4.2
  
Good
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based on 125 reviews

3.2/5

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2.9

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3.7

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Job security

3.3

Company culture

2.7

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