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eClerx Financial Advisor Interview Questions and Answers

Updated 16 Jan 2025

eClerx Financial Advisor Interview Experiences

1 interview found

Financial Advisor Interview Questions & Answers

user image Sonu Prajapati

posted on 16 Jan 2025

Interview experience
4
Good
Difficulty level
-
Process Duration
-
Result
-
Round 1 - HR 

(1 Question)

  • Q1. Tell me 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 investment management

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

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

    • Client-focused approach with a commitment to building long-term relationshi...

  • Answered by AI

Interview questions from similar companies

I applied via Walk-in and was interviewed before May 2021. There was 1 interview round.

Round 1 - One-on-one 

(1 Question)

  • Q1. What was the chalalnce you have faced in your last company and how you over come with that.
  • Ans. 

    In my last company, the challenge I faced was managing a high volume of client requests while also meeting strict deadlines.

    • Handling a large number of client requests

    • Meeting tight deadlines

    • Maintaining quality of work

    • Prioritizing tasks effectively

    • Improving time management skills

  • Answered by AI

Interview Preparation Tips

Topics to prepare for NTT Data Financial Advisor interview:
  • IFRS
Interview preparation tips for other job seekers - Always say what you know and if you don't know accept it.
Interview experience
3
Average
Difficulty level
Hard
Process Duration
Less than 2 weeks
Result
Selected Selected

I was interviewed in Dec 2024.

Round 1 - HR 

(2 Questions)

  • Q1. How can financial performance be evaluated?
  • Q2. What is the nature of this financial problem?

Interview Preparation Tips

Interview preparation tips for other job seekers - Iam Saravanan wonderful opportunity in our company 3 months project trainings in our company and same performance in job placement vaccancy
Interview experience
5
Excellent
Difficulty level
Easy
Process Duration
Less than 2 weeks
Result
-

I applied via Naukri.com and was interviewed in Dec 2024. There was 1 interview round.

Round 1 - HR 

(1 Question)

  • Q1. Tell me about yourself.
Interview experience
4
Good
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Referral and was interviewed in May 2024. There was 1 interview round.

Round 1 - Technical 

(2 Questions)

  • Q1. About revenue recognition
  • Q2. Forecasting, Budgeting
Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
-
Round 1 - One-on-one 

(2 Questions)

  • Q1. What is sql process
  • Ans. 

    SQL process refers to the steps involved in executing a SQL query to retrieve or manipulate data from a database.

    • SQL process starts with writing a SQL query to retrieve or manipulate data.

    • The query is then sent to the database management system (DBMS) for processing.

    • The DBMS parses the query, creates an execution plan, and retrieves the data from the database.

    • The retrieved data is then returned to the user or applicati

  • Answered by AI
  • Q2. What is pl sql process
  • Ans. 

    PL/SQL (Procedural Language/Structured Query Language) is a programming language used to create stored procedures, functions, and triggers in Oracle databases.

    • PL/SQL is an extension of SQL that allows for procedural programming capabilities.

    • It is used to create reusable code blocks that can be called within SQL statements.

    • PL/SQL can be used to automate tasks, enforce business rules, and improve performance.

    • Examples of ...

  • Answered by AI

Skills evaluated in this interview

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

I was interviewed before Feb 2024.

Round 1 - HR 

(1 Question)

  • Q1. Tell me about yourself.
Round 2 - One-on-one 

(2 Questions)

  • Q1. About the previous work experience
  • Q2. How to we handle the client escalation
Interview experience
4
Good
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via campus placement at Symbiosis Centre For Management and HRD (SCMHRD) and was interviewed before Dec 2023. There were 2 interview rounds.

Round 1 - Case Study 

Need to provide Business enhancement solution for pure play retail with online contenders.

Round 2 - HR 

(1 Question)

  • Q1. Explain your past experience
Round 1 - Technical 

(1 Question)

  • Q1. What is the difference between EV and Equity Value
  • Ans. 

    EV includes both debt and equity while Equity Value only includes equity.

    • EV = Equity Value + Debt - Cash

    • Equity Value = Market Capitalization + Preferred Stock + Minority Interest - Cash

    • EV is used to determine the total value of a company while Equity Value only represents the value of the shareholders' equity

    • EV is often used in M&A transactions while Equity Value is used to determine a company's stock price

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Basic FP&A Concepts
Excel - navigating data models etc.
Interview experience
4
Good
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Referral and was interviewed before Jun 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 - One-on-one 

(2 Questions)

  • Q1. Why did you leave your previous job?
  • Ans. I was working in a different industry -banking, hence wanted to be in finance sector.
  • Answered by somya dubey
  • Q2. I didn't wanted to continue banking any more.
Round 3 - Assignment 

Excel with problem statement like pivot, etc.

eClerx Interview FAQs

How many rounds are there in eClerx Financial Advisor interview?
eClerx interview process usually has 1 rounds. The most common rounds in the eClerx interview process are HR.

Tell us how to improve this page.

eClerx Financial Advisor Interview Process

based on 1 interview

Interview experience

4
  
Good
View more

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