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Bajaj Capital Senior Wealth Manager Interview Questions and Answers

Updated 25 Aug 2021

Bajaj Capital Senior Wealth Manager Interview Experiences

1 interview found

I applied via Job Portal and was interviewed in Feb 2021. There were 4 interview rounds.

Interview Questionnaire 

2 Questions

  • Q1. My past experience and about how I acquired clients
  • Q2. Case studies on getting huge AUMs

Interview Preparation Tips

Interview preparation tips for other job seekers - It is good to go prepared about industry knowledge

Interview questions from similar companies

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...
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
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 

It's a normal test. No negative marking

Round 3 - HR 

(1 Question)

  • Q1. They asking about your experience and over view your profile

Interview Preparation Tips

Interview preparation tips for other job seekers - Target is around 10 times of your salary with MF SIP target. Senior support is good

I applied via Campus Placement and was interviewed before Feb 2018. There were 3 interview rounds.

Interview Questionnaire 

2 Questions

  • Q1. 1-Tell me about yourself ? 2- why should we hire you? 3- Discussion on projects i done in MBA
  • Ans. 

    I am an experienced senior relationship manager with a strong background in building and maintaining client relationships.

    • Extensive experience in managing high-value client portfolios

    • Proven track record of exceeding sales targets and driving revenue growth

    • Strong interpersonal and communication skills

    • Expertise in financial analysis and risk management

    • Ability to identify and capitalize on business opportunities

    • Excellent

  • Answered by AI
  • Q2. All they need from a candidate is confidence

Interview Preparation Tips

Round: Group Discussion
Experience: Marketing vs Finance

General Tips: Though being working in a brokerage house, you will be more forced to sell INSURANCE, you wont feel like a STOCK BROKER, you will feel like a LIC AGENT while working.
all promotion and incentives are based upon achievement of INSURANCE target.
so be careful before selecting this company.
Skills: Communication, Body Language, Presentation Skills
Duration: <1 week
College Name: Sardar Patel University

I applied via Referral and was interviewed in Jul 2020. There was 1 interview round.

Interview Questionnaire 

3 Questions

  • Q1. Why do you want to join this organization?
  • Q2. Why do you leave your previous company?
  • Q3. What do you want in Angel Broking?

Interview Preparation Tips

Interview preparation tips for other job seekers - Experience & talent will make a company on it's top level.

I applied via Campus Placement and was interviewed before Jan 2019. There were 3 interview rounds.

Interview Questionnaire 

3 Questions

  • Q1. Tell us about ICICI Direct company and your perspective about the stock market?
  • Ans. 

    ICICI Direct is a leading online trading platform in India. Stock market is a dynamic platform for buying and selling securities.

    • ICICI Direct is a subsidiary of ICICI Bank, offering online trading services for stocks, commodities, and mutual funds.

    • The stock market is a platform where investors buy and sell shares of publicly traded companies, aiming to generate profits.

    • Market trends, economic indicators, and company pe...

  • Answered by AI
  • Q2. What do you understand by Financial Planning?
  • Ans. 

    Financial planning is the process of setting financial goals, creating a plan to achieve them, and regularly reviewing and adjusting the plan.

    • It involves assessing current financial situation

    • Setting financial goals

    • Creating a plan to achieve those goals

    • Regularly reviewing and adjusting the plan

    • Involves budgeting, saving, investing, and managing debt

    • Examples include retirement planning, education planning, estate plannin

  • Answered by AI
  • Q3. What would be your perspective about the portfolio of a client if it's in losses and what action you would take?
  • Ans. 

    Assess the portfolio and take corrective actions to minimize losses.

    • Analyze the portfolio to identify the root cause of losses

    • Review the investment strategy and risk tolerance of the client

    • Recommend diversification of the portfolio to minimize risk

    • Suggest rebalancing the portfolio to align with the client's investment goals

    • Provide regular updates and communicate with the client to ensure transparency

    • Consider the market...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Just be honest and passionate about whatever you want to do. If you know something you do if you don't just admit.

I applied via Campus Placement and was interviewed before Apr 2020. There was 1 interview round.

Interview Questionnaire 

1 Question

  • Q1. Asked about the Introduction, internship, my goal in life & why ICICI.

Interview Preparation Tips

Interview preparation tips for other job seekers - Rather than elaborating too much it's better if I would highlight some points that I followed during my interviews..
1) When you first enter the room from that point onwards interviewer starts to judge you & it would take around 2 to 3 mins to make their mind whether they will hire you or not. So beginning is very important..
2) Prepare a good introduction speech. This is something which you are bound to face every time.
3) Be ready to clarify each and every point mentioned in your CV. Go through your CV multiple times.
4) Be confident in your answers along with a smile always. A winning smile with confidence can win an interview.
5) Whatever project report you will submit, you should be very clear in that.
6) Be honest with your answers as well. Always portray true version of yourself.
Thats all folks!!!

Bajaj Capital Interview FAQs

How to prepare for Bajaj Capital Senior Wealth Manager 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 Bajaj Capital. The most common topics and skills that interviewers at Bajaj Capital expect are Mutual Funds, Wealth Management, Portfolio Management, Insurance and Investment Advisory.

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Bajaj Capital Senior Wealth Manager Salary
based on 19 salaries
₹3 L/yr - ₹9.6 L/yr
17% less than the average Senior Wealth Manager Salary in India
View more details

Bajaj Capital Senior Wealth Manager Reviews and Ratings

based on 2 reviews

2.9/5

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1.9

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3.8

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Job security

1.9

Company culture

2.9

Promotions

2.9

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