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Axis Securities and Sales Wealth Manager Interview Questions and Answers

Updated 28 Sep 2022

Axis Securities and Sales Wealth Manager Interview Experiences

1 interview found

I applied via Referral and was interviewed in Aug 2022. 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 - Direct branch head 

(3 Questions)

  • Q1. Asking for business exposers from your branch head or higher level
  • Q2. Asking for get / pull out buiness from current working company?
  • Ans. I have lot of exposers from new opportunity and i have high confindance
  • Answered Anonymously
  • Q3. They asking final demand for first 3 months have to survive with existing company customer business only ?
  • Ans. I cant compile to my existing customer but we suggest as better to get additional business opportunitys
  • Answered Anonymously

Interview Preparation Tips

Interview preparation tips for other job seekers - !!! Mr.Thiruneerselvam chennai branch head ,
Chetpet Che-branch !!!

Am telling simply and truthful !
They playing mind games itself from its own & also faliure attitude.

(Dont looking candidate face & presence intead of arround the interviwe room they measuring room size not measuring employee exposers)

its own thinking of attitude above said the fellow may their company has assist & give training to them for dont play with other expreiance candidates comes from high profile & expericienced company !!!

Note : confidential things are abused ! worst behiviour on its strategy !!!

Interview questions from similar companies

Interview Questionnaire 

2 Questions

  • Q1. How many sub broker can you transfer to IIFL Securities?
  • Ans. 

    The number of sub brokers that can be transferred to IIFL Securities depends on various factors such as their performance, compliance, and eligibility.

    • The number of sub brokers that can be transferred to IIFL Securities is not fixed.

    • It depends on the performance of the sub brokers.

    • It also depends on their compliance with the regulations.

    • Eligibility criteria such as minimum business volume may also apply.

    • The final decis...

  • Answered by AI
  • Q2. How much AUM you can transfer from your old company?

Interview Preparation Tips

Interview preparation tips for other job seekers - Don't Join. They don't give time to settle a new joinee they just hire and fire

Assistant Manager Interview Questions & Answers

Dhani Services user image M.Sundareshwar Mohan duraisami

posted on 5 Jul 2022

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 - One-on-one 

(1 Question)

  • Q1. Details about me and my work experience

Interview Preparation Tips

Interview preparation tips for other job seekers - Update about your job. Knowledge about your new company,
Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Not Selected

I applied via Campus Placement and was interviewed in Feb 2024. There were 2 interview rounds.

Round 1 - Group Discussion 

Is AI is BOON or BANE ?

Round 2 - Technical 

(2 Questions)

  • Q1. Tell me something about yourself ?
  • Ans. 

    I am a dedicated and experienced financial advisor with a passion for helping clients achieve their financial goals.

    • Over 10 years of experience in financial planning and wealth management

    • Strong track record of successfully guiding clients through complex financial decisions

    • Expertise in investment strategies, retirement planning, and risk management

    • Committed to ongoing professional development and staying current on ind

  • Answered by AI
  • Q2. How this role is align with your CV ?
  • Ans. 

    My experience in wealth management, financial planning, and investment analysis aligns perfectly with the requirements of this role.

    • Extensive experience in wealth management

    • Strong background in financial planning

    • Proven track record in investment analysis

    • Familiarity with market trends and financial products

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Be Confident and Calm.
Be you
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 Nov 2022. There were 5 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 - One-on-one 

(1 Question)

  • Q1. Introduction to know the candidate
Round 3 - Assignment 

Adsignment based on JD

Round 4 - One-on-one 

(1 Question)

  • Q1. Final interview round to present case and other questions
Round 5 - HR 

(1 Question)

  • Q1. Questions on role and compensation

Interview Preparation Tips

Interview preparation tips for other job seekers - Prepare well on your resume and JD

Interview Questionnaire 

1 Question

  • Q1. Experience of handling financial products
  • Ans. 

    I have extensive experience in handling a wide range of financial products, including stocks, bonds, mutual funds, and derivatives.

    • Managed a diverse portfolio of stocks and bonds for high net worth clients

    • Developed and implemented investment strategies for mutual funds

    • Traded options and futures contracts to hedge risk and generate alpha

    • Conducted thorough research and analysis to identify attractive investment opportuni...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - You should talk about

I applied via Campus Placement and was interviewed in Feb 2022. There was 1 interview round.

Round 1 - One-on-one 

(1 Question)

  • Q1. Tell me something about you

Interview Preparation Tips

Interview preparation tips for other job seekers - Be confident and genuine to yourself ... Be ready for accepting the rewards and rejections... Always remind that ...some thing good in everything that has happend...
Interview experience
4
Good
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Recruitment Consulltant and was interviewed before Jan 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 

Aptitude, logical reasoning,sales point of view and based on situations etc.

Round 3 - HR 

(1 Question)

  • Q1. All about us which was mentioned in CV
Round 4 - One-on-one 

(1 Question)

  • Q1. All one and one round with concerned department

Interview Preparation Tips

Interview preparation tips for other job seekers - Work on related field.
Be confident.
Working Industry knowledge on tips.
Situations based questions and many more questions are there.
Round 1 - Group Discussion 

Simple topics

Round 2 - Technical 

(2 Questions)

  • Q1. Based on resume and
  • Q2. What is insurance What is bonds Family background
  • Ans. 

    Insurance is a contract between an individual and an insurance company, providing financial protection against potential losses.

    • Insurance is a risk management tool that helps individuals and businesses protect themselves against potential financial losses.

    • It involves paying a premium to an insurance company in exchange for coverage against specific risks.

    • Insurance policies can cover various aspects such as health, prop...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Speak confidence communication is also important
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 Mar 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 - Behavioral 

(2 Questions)

  • Q1. 1. Equity markets 2. Advisory
  • Q2. Be confident and answer all the questions

Interview Preparation Tips

Interview preparation tips for other job seekers - Be confident in all the rounds

Axis Securities and Sales Interview FAQs

How many rounds are there in Axis Securities and Sales Wealth Manager interview?
Axis Securities and Sales interview process usually has 2 rounds. The most common rounds in the Axis Securities and Sales interview process are Resume Shortlist.
What are the top questions asked in Axis Securities and Sales Wealth Manager interview?

Some of the top questions asked at the Axis Securities and Sales Wealth Manager interview -

  1. They asking final demand for first 3 months have to survive with existing comp...read more
  2. Asking for business exposers from your branch head or higher le...read more

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