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Edelweiss Wealth Manager Interview Questions and Answers for Experienced

Updated 25 Sep 2023

Edelweiss Wealth Manager Interview Experiences for Experienced

3 interviews found

Wealth Manager Interview Questions & Answers

user image Abdul Sohail

posted on 25 Sep 2023

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

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...

Wealth Manager Interview Questions Asked at Other Companies for Experienced

Q1. What is wealth? How will you source business in new place or metr ... read more
Q2. Total size of current Portfolio and experience with various wealt ... read more
Q3. What is SIP ,Mutual fund .insurance .
Q4. What has been your experience with the profit and loss of your pe ... read more
Q5. What is the difference between a straddle and a strangle in optio ... read more

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

Wealth Manager Jobs at Edelweiss

View all

Interview questions from similar companies

Interview Questionnaire 

1 Question

  • Q1. How collect payments from individual customer
  • Ans. 

    Collecting payments from individual customers involves various methods and strategies.

    • Offer multiple payment options such as credit/debit cards, online payments, and cash

    • Send timely reminders and follow-up emails/calls to customers with outstanding payments

    • Implement a clear and concise payment policy to avoid confusion and disputes

    • Consider offering discounts or incentives for early payments or bulk purchases

    • Utilize a r...

  • Answered by AI

I applied via Walk-in and was interviewed before Jun 2020. There were 3 interview rounds.

Interview Questionnaire 

1 Question

  • Q1. About my experience and finance related

Interview Preparation Tips

Interview preparation tips for other job seekers - Best finance sector but working time is no fixed
morning 7 to night 11 every 2 hr 1croncol .. no holidays even Sunday and holi .
There have no personal life and family life only bajaj lifee ...

I applied via Naukri.com and was interviewed in Feb 2021. There were 3 interview rounds.

Interview Questionnaire 

1 Question

  • Q1. About yourself and previous company experience and culture.

Interview Preparation Tips

Interview preparation tips for other job seekers - Good but depend upon who take the interview.

I applied via Referral and was interviewed before Feb 2021. There was 1 interview round.

Round 1 - HR 

(7 Questions)

  • Q1. What are your salary expectations?
  • Q2. What is your family background?
  • Q3. Share details of your previous job.
  • Q4. Why should we hire you?
  • Q5. Why are you looking for a change?
  • Q6. What are your strengths and weaknesses?
  • Q7. Tell me about yourself.

Interview Preparation Tips

Interview preparation tips for other job seekers - Mothilal Oswal...is one of Best Oraganistion...

I applied via Campus Placement and was interviewed before Jan 2021. There were 3 interview rounds.

Interview Questionnaire 

3 Questions

  • Q1. Tell me something about ur self..?What is equity,f&o, intraday?
  • Q2. Do u trade ? Any certification related to stock market..?
  • Ans. 

    Yes, I have experience in trading and hold a certification in stock market analysis.

    • I have been actively trading for the past 3 years and have gained valuable experience in analyzing market trends and making informed investment decisions.

    • I hold a certification in stock market analysis from XYZ institute, which has equipped me with the necessary skills to understand market dynamics and make profitable trades.

    • I have also...

  • Answered by AI
  • Q3. What ur understanding to profile, ur future goal , something about icici securities?

Interview Preparation Tips

Interview preparation tips for other job seekers - Please understand the requirement of profile before applying. Do ready regarding equity, intraday,f&o ,icici securities.

I applied via Campus Placement and was interviewed before Mar 2021. There was 1 interview round.

Round 1 - One-on-one 

(1 Question)

  • Q1. Plan a portfolio for a client
  • Ans. 

    A portfolio should be tailored to the client's goals, risk tolerance, and time horizon.

    • Assess the client's risk tolerance and investment goals

    • Diversify the portfolio across asset classes and sectors

    • Consider the client's time horizon and liquidity needs

    • Regularly review and rebalance the portfolio

    • Examples of asset classes: stocks, bonds, real estate, commodities

    • Examples of sectors: technology, healthcare, energy

    • Consider

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Go confident and be aware of the investment ideas

I applied via Company Website and was interviewed in May 2019. There was 1 interview round.

Interview Questionnaire 

2 Questions

  • Q1. If you are fresher then baisc questions regarding your qualifications, internship. so you have to clear your basics.
  • Q2. If you have experience..then questions regarding your job, your key responsibilities.

Interview Preparation Tips

Interview preparation tips for other job seekers - Be confident and well dressed up.

Edelweiss Interview FAQs

How many rounds are there in Edelweiss Wealth Manager interview for experienced candidates?
Edelweiss interview process for experienced candidates usually has 1-2 rounds. The most common rounds in the Edelweiss interview process for experienced candidates are One-on-one Round, Resume Shortlist and Behavioral.
How to prepare for Edelweiss Wealth Manager interview for experienced candidates?
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 Edelweiss. The most common topics and skills that interviewers at Edelweiss expect are Wealth Management, Mutual Funds, Finance, Portfolio Management and hni.
What are the top questions asked in Edelweiss Wealth Manager interview for experienced candidates?

Some of the top questions asked at the Edelweiss Wealth Manager interview for experienced candidates -

  1. Experience of handling financial produc...read more
  2. What is insurance What is bonds Family backgro...read more
  3. Be confident and answer all the questi...read more

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Edelweiss Wealth Manager Interview Process for Experienced

based on 1 interview

Interview experience

4
  
Good
View more

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Edelweiss Wealth Manager Salary
based on 133 salaries
₹2.5 L/yr - ₹8.9 L/yr
25% less than the average Wealth Manager Salary in India
View more details

Edelweiss Wealth Manager Reviews and Ratings

based on 14 reviews

2.9/5

Rating in categories

3.1

Skill development

2.8

Work-life balance

2.9

Salary

2.7

Job security

2.8

Company culture

2.7

Promotions

2.4

Work satisfaction

Explore 14 Reviews and Ratings
Wealth Manager - B2B

Ahmedabad

2-7 Yrs

₹ 5-10 LPA

Wealth Manager

Ahmedabad

3-8 Yrs

₹ 5-10 LPA

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