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Edelweiss Broking Relationship Manager Wealth Management Interview Questions and Answers
Edelweiss Broking Relationship Manager Wealth Management Interview Experiences
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Relationship Manager Wealth Management Interview Questions & Answers
Anonymous
posted on 26 Dec 2022
(1 Question)
- Q1. Tell me about yourself
(1 Question)
- Q1. Can you speak Hindi ?
- Ans.
Yes, I can speak Hindi fluently.
I am a native Hindi speaker and have been speaking it since childhood.
I have also studied Hindi as a subject in school and college.
I am comfortable communicating in Hindi with clients and colleagues.
Being able to speak Hindi is an advantage in the wealth management industry as it helps in building rapport with clients who prefer to communicate in their native language.
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Selected
I applied via campus placement at Kumaraguru College of Technology, Coimbatore and was interviewed in Nov 2024. There were 2 interview rounds.
The group discussion was conducted on the basic topic of "Education System in India." After announcing the topic, the HR provided three minutes for preparation, during which participants were allowed to take notes. Subsequently, each person spoke about the topic for 30 seconds. Following the individual presentations, a three-minute discussion took place among the members.
(4 Questions)
- Q1. What is meant by securities?
- Ans.
Securities are financial instruments that represent ownership or debt in a company or government entity.
Securities can include stocks, bonds, options, and futures.
They are bought and sold on financial markets.
Investors purchase securities as a way to potentially earn a return on their investment.
Securities can be issued by corporations, governments, or other organizations.
They provide investors with the opportunity to ...
- Q2. What is meant by the repo rate and reverse repo rate?
- Ans.
Repo rate is the rate at which the central bank lends money to commercial banks, while reverse repo rate is the rate at which the central bank borrows money from commercial banks.
Repo rate is used by the central bank to control inflation and money supply in the economy.
Reverse repo rate is used to absorb excess liquidity from the market.
Changes in repo rate and reverse repo rate influence the interest rates in the econ...
- Q3. What is the difference between stocks and mutual funds?
- Ans.
Stocks represent ownership in a single company, while mutual funds pool money from multiple investors to invest in a diversified portfolio of stocks, bonds, or other securities.
Stocks represent ownership in a single company, giving investors the potential for high returns but also higher risk.
Mutual funds pool money from multiple investors to invest in a diversified portfolio of stocks, bonds, or other securities, redu...
- Q4. Can you provide an introduction about yourself and share details about your family background?
- Ans.
I am a Relationship Manager with a strong background in finance and customer service. My family is supportive and close-knit.
Experienced Relationship Manager in finance industry
Skilled in customer service and building client relationships
Close-knit and supportive family background
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- NISM VII
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Senior Wealth Manager Interview Questions & Answers
Motilal Oswal Financial Services
Anonymous
posted on 10 Jan 2025
(1 Question)
- Q1. Asked about ex company experience and performance.
(1 Question)
- Q1. Discussed about career and discussed about role.
(1 Question)
- Q1. One to one round done with zonal head of pcg pune. Checked previous performance and discussed about their expectations.
I applied via campus placement at Indian Institute of Management (IIM), Lucknow and was interviewed in Oct 2024. There were 3 interview rounds.
15 mins, Digital Rupee
(1 Question)
- Q1. Questions on how would you improve a credit card
(1 Question)
- Q1. Why HSBC? What do you know about credit cards?
- Ans.
HSBC offers a wide range of credit cards with various benefits and rewards, making it a popular choice for customers.
HSBC offers a variety of credit cards tailored to different needs and lifestyles
Their credit cards come with perks such as cashback, travel rewards, and exclusive discounts
HSBC has a strong reputation for customer service and security measures in place to protect cardholders
The bank also provides online ...
CHETAN GUPTA
(4 Questions)
- Q1. Taxation related
- Q2. Life insurance question
- Q3. Health insurance question
- Q4. Past work and experience
(2 Questions)
- Q1. HOW WILL YOU EXPAND BUSINESS
- Q2. WHAT ACTIONS WILL YOU TAKE TO GET CONNECTED WITH CUSTOMERS
(1 Question)
- Q1. WHAT IS SALARY EXPECTATION
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Selected
I applied via Indeed and was interviewed in Jan 2024. There was 1 interview round.
(4 Questions)
- Q1. DSA kitne hai aur kitne Active hai
- Q2. Business kaisa karonge
- Q3. Tell me about ur self
- Q4. Experience konsa hai aur Financial me kitne sal se ho
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Ihsane El Ayer
(1 Question)
- Q1. Walk me through you background
- Ans.
I have a strong background in finance and customer relationship management, with experience in managing high net worth clients.
Bachelor's degree in Finance from XYZ University
5+ years of experience in financial services industry
Managed portfolio of high net worth clients, increasing assets under management by 20%
Strong track record of building and maintaining client relationships
I am Kamana Dutta. Presently working pnb metlife Banca. Kolkata, paikpara pnb bank .
(2 Questions)
- Q1. Why are you choice this company
- Q2. What do you know this company
rasmita sahu
Selected
I applied via Recruitment Consulltant and was interviewed in Jan 2023. There were 3 interview rounds.
(1 Question)
- Q1. TELL ME ABOUT YOURSELF
(2 Questions)
- Q1. PREVIOUS JOB ROLE DESCRIBE
- Q2. Define what is mutual fund and its types.
- Ans.
A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities.
Mutual funds are managed by professional fund managers.
Investors buy shares of the mutual fund, which represent a portion of the holdings of the fund.
Types of mutual funds include equity funds, bond funds, money market funds, and balanced funds.
Equity funds invest in stocks, bond funds invest in bonds, ...
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Edelweiss Broking Relationship Manager Wealth Management Interview Process
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Edelweiss Broking Relationship Manager Wealth Management Reviews and Ratings
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Rating in categories
|
Assistant Manager
49
salaries
|  ₹4.2 L/yr - ₹9 L/yr |
|
Wealth Manager
44
salaries
| ₹3 L/yr - ₹7.2 L/yr |
|
Associate
32
salaries
| ₹2.8 L/yr - ₹6 L/yr |
|
Relationship Manager
31
salaries
| ₹2.2 L/yr - ₹5 L/yr |
|
Preferred Relationship Manager
28
salaries
| ₹3 L/yr - ₹4.6 L/yr |
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