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Edelweiss Wealth Manager Interview Questions and Answers for Freshers

Updated 25 Sep 2023

Edelweiss Wealth Manager Interview Experiences for Freshers

1 interview found

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

Wealth Manager Jobs at Edelweiss

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Interview questions from similar companies

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 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 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.

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 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.

I applied via Campus Placement and was interviewed before Aug 2021. There were 2 interview rounds.

Round 1 - Group Discussion 

Economy of India - Current issues, Strength, Weakness,Opportunities, Threats of Indian Economy

Round 2 - HR 

(1 Question)

  • Q1. About self, Family, Education, Why I SEC

Interview Preparation Tips

Interview preparation tips for other job seekers - Financial knowledge & Some Finance Certification will add value

I applied via Recruitment Consultant and was interviewed in Dec 2021. There were 5 interview rounds.

Interview Questionnaire 

2 Questions

  • Q1. All questions are related about my previous & current working profile?
  • Q2. Whatever my daily work towards my job & profile i told all in clear, precise & in short manner. That's clearity helps me to clear the interview easily.

Interview Preparation Tips

Interview preparation tips for other job seekers - Be focused, Clear, confident, positive attitude. You easily can crack the interview.

Edelweiss Interview FAQs

How many rounds are there in Edelweiss Wealth Manager interview for freshers?
Edelweiss interview process for freshers usually has 2 rounds. The most common rounds in the Edelweiss interview process for freshers are Group Discussion and Technical.
How to prepare for Edelweiss Wealth Manager interview for freshers?
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 freshers?

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

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