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Bonanza Portfolio Wealth Management Intern Interview Questions and Answers

Updated 22 Feb 2024

Bonanza Portfolio Wealth Management Intern Interview Experiences

1 interview found

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

I applied via Internshala and was interviewed in Aug 2023. There was 1 interview round.

Round 1 - HR 

(1 Question)

  • Q1. Do you know about the markets?
  • Ans. 

    Yes, I am familiar with the markets and have knowledge of various financial instruments and investment strategies.

    • I have studied finance and economics courses that cover market analysis and investment principles.

    • I regularly follow financial news and updates to stay informed about market trends.

    • I have experience in trading stocks, bonds, and other securities.

    • I understand the concept of risk management and diversificatio

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Pretty easy interview

Interview questions from similar companies

I appeared for an interview in Aug 2020.

Interview Questionnaire 

2 Questions

  • Q1. Insights about market and news and flows about the same.
  • Q2. Derivatives & Revenue genaration strategies

Interview Preparation Tips

Interview preparation tips for other job seekers - Be well versed with market news and detailed analysis about few stocks

I applied via Recruitment Consultant and was interviewed in Oct 2018. There were 4 interview rounds.

Interview Preparation Tips

General Tips: Interview was very good I clear all the rounds very easily but work experience is very very bad because no doubt icici is a very huge brand but employees are very bad they always abuse for work even sometimes they hit their junior so my work experience is very bad I work many for many organisations like hdfc,axis,bandhan,pnb, but icici is the worst
Skills: Communication, Body Language, Problem Solving, Leadership, Presentation Skills, Time Management, Decision Making Skills
Duration: <1 week

I applied via Recruitment Consulltant and was interviewed before Mar 2021. 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 - HR 

(2 Questions)

  • Q1. Tell me about yourself.
  • Q2. My profile discus & expirash
Round 3 - Case Study 

Educatin discus

Interview Preparation Tips

Interview preparation tips for other job seekers - Consaltasi advice for job kotak securities

I applied via Approached by Company and was interviewed before Aug 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 tips
Round 2 - One-on-one 

(1 Question)

  • Q1. Background, customer handling quality, working experiences and current market scenario and knowledge

Interview Preparation Tips

Interview preparation tips for other job seekers - Be clear and specific and do not show over of yourself.

I appeared for an interview before Jan 2021.

Interview Questionnaire 

1 Question

  • Q1. They asked only how much clients you will switched your previous company to kotak within 3 months. Asking about margins that's enough .

Interview Preparation Tips

Interview preparation tips for other job seekers - I got selected in 2 rounds both manager asking same thing about how much account logins in upcoming 3 months and nothing asked about anything.
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 2023. There were 2 interview rounds.

Round 1 - HR 

(2 Questions)

  • Q1. Tell me about youself
  • Q2. Why you want to join our company
Round 2 - One-on-one 

(3 Questions)

  • Q1. Tell me about your previous profile, roles and responsibility
  • Q2. How would you recommend any particular stock to a client
  • Ans. 

    To recommend a stock to a client, I would analyze the client's investment goals, risk tolerance, and financial situation.

    • Understand the client's investment goals and objectives

    • Assess the client's risk tolerance

    • Analyze the client's financial situation and investment horizon

    • Conduct thorough research on the stock, including its fundamentals, performance, and market trends

    • Consider the client's existing portfolio and divers...

  • Answered by AI
  • Q3. How would you convince the client for buying the stock
  • Ans. 

    To convince the client to buy the stock, I would highlight the potential for growth, provide evidence of past performance, and address any concerns or objections.

    • Emphasize the potential for growth and profitability of the stock

    • Present evidence of the stock's past performance and success

    • Address any concerns or objections the client may have

    • Highlight any unique features or advantages of the stock

    • Provide comparisons with ...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Stay calm and confident
Interview experience
4
Good
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Campus Placement and was interviewed before Sep 2023. There were 2 interview rounds.

Round 1 - Group Discussion 

Do not remember the topic. Out of 20, 5 people were shortlisted.

Round 2 - One-on-one 

(2 Questions)

  • Q1. What are the methods used to find the valuation of a company?
  • Ans. 

    Methods used to find the valuation of a company include comparable company analysis, precedent transactions, discounted cash flow analysis, and asset-based valuation.

    • Comparable Company Analysis: Compares the target company to similar publicly traded companies to determine its value.

    • Precedent Transactions: Examines the prices paid for similar companies in the past to estimate the target company's value.

    • Discounted Cash F...

  • Answered by AI
  • Q2. How would you manage a conflict within your team?
  • Ans. 

    I would address the conflict by facilitating open communication, understanding each party's perspective, and finding a mutually agreeable solution.

    • Encourage open communication to understand the root cause of the conflict

    • Listen to each team member's perspective without bias

    • Facilitate a discussion to find common ground and reach a resolution

    • Implement a plan to prevent similar conflicts in the future

  • Answered by AI

I applied via Campus Placement and was interviewed before Sep 2021. 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 - Group Discussion 

Since it was a campus recruitment, they have conducted group discussion and topic was Merger of Banks.

Round 3 - Technical 

(3 Questions)

  • Q1. Tell me about yourself
  • Q2. Basics of stock market like What is NSE, BSE, NIFTY 50, Equity & Derivatives Then few personal detail based questions
  • Q3. Why Kotak Securities
  • Ans. 

    Kotak Securities is a leading financial services company with a strong reputation and commitment to customer satisfaction.

    • Kotak Securities has a wide range of investment products and services to offer

    • The company has a strong focus on customer satisfaction and provides excellent customer service

    • Kotak Securities has a reputation for being a reliable and trustworthy financial services provider

    • The company has a strong trac...

  • Answered by AI
Round 4 - HR 

(1 Question)

  • Q1. Basic questions related to personal opinion based on politics What excites you about Kotak Securities Description of job and etc

Interview Preparation Tips

Topics to prepare for Kotak Securities Deputy Manager interview:
  • Stock Market Basic
  • Derivatives
  • Equity
  • Product knowledge
  • Competitors
Interview preparation tips for other job seekers - If you are looking for sales job in Kotak Securities then It's not a company to work for.
Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Approached by Company and was interviewed before Dec 2021. 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 - HR 

(2 Questions)

  • Q1. Basic self intro and experience
  • Q2. Self indroduction and roles of experience
Round 3 - One-on-one 

(1 Question)

  • Q1. Area sales manger level interview
Round 4 - Aptitude Test 

Online test with 70 questions and required 60 marks to pass

Interview Preparation Tips

Interview preparation tips for other job seekers - Be Bold to speak and required medium knowledge about sales

Bonanza Portfolio Interview FAQs

How many rounds are there in Bonanza Portfolio Wealth Management Intern interview?
Bonanza Portfolio interview process usually has 1 rounds. The most common rounds in the Bonanza Portfolio interview process are HR.

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Bonanza Portfolio Wealth Management Intern Interview Process

based on 1 interview

Interview experience

5
  
Excellent
View more

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