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Epimoney Portfolio Manager Interview Questions and Answers

Updated 19 Sep 2023

Epimoney Portfolio Manager Interview Experiences

1 interview found

Interview experience
4
Good
Difficulty level
Moderate
Process Duration
2-4 weeks
Result
-

I applied via Approached by Company and was interviewed before Sep 2022. There were 3 interview rounds.

Round 1 - Resume Shortlist 
Pro Tip by AmbitionBox:
Don’t add your photo or details such as gender, age, and address in your resume. These details do not add any value.
View all tips
Round 2 - HR 

(3 Questions)

  • Q1. Tell me something about your professional journey
  • Q2. What do you know about flexiloans
  • Ans. 

    Flexiloans is a type of loan that offers flexibility in terms of repayment and borrowing limits.

    • Flexiloans allow borrowers to withdraw funds as needed, up to a predetermined credit limit.

    • Interest is only charged on the amount borrowed, not the entire credit limit.

    • Repayments are typically made on a flexible schedule, based on the borrower's cash flow.

    • Flexiloans are often used by small businesses to manage cash flow fluc...

  • Answered by AI
  • Q3. What keeps you going in work
Round 3 - One-on-one 

(5 Questions)

  • Q1. How is your typical day in your current organisation looks like
  • Q2. Value of portfolio you currently managing
  • Q3. How do you tackle agitated anchors
  • Ans. 

    Addressing agitated anchors requires active listening, empathy, and clear communication.

    • Remain calm and composed to avoid escalating the situation

    • Listen actively to understand the root cause of their agitation

    • Show empathy and validate their feelings to build rapport

    • Communicate clearly and assertively to address their concerns

    • Offer solutions or compromises to resolve the issue

  • Answered by AI
  • Q4. What is is your typical strategy to increase company AUM
  • Ans. 

    My typical strategy to increase company AUM involves diversifying investment options, leveraging market trends, and actively seeking new clients.

    • Diversifying investment options to attract a wider range of investors

    • Leveraging market trends to capitalize on profitable opportunities

    • Actively seeking new clients through targeted marketing and networking efforts

  • Answered by AI
  • Q5. Number of anchors you handle currently

Interview Preparation Tips

Interview preparation tips for other job seekers - Talk big numbers to get through interviews

Interview questions from similar companies

I applied via Indeed and was interviewed in Dec 2018. There were 6 interview rounds.

Interview Questionnaire 

3 Questions

  • Q1. Taxation in mutual fund in equity fund and debt Fund .short term as well as for long term
  • Ans. 

    Taxation in mutual funds varies for equity and debt funds, and for short and long term investments.

    • Equity funds held for more than a year are taxed at 10% on gains above Rs. 1 lakh

    • Short-term gains in equity funds are taxed at 15%

    • Debt funds held for less than 3 years are taxed as per the investor's income tax slab

    • Long-term gains in debt funds are taxed at 20% with indexation benefit

    • Dividends from mutual funds are tax-fr

  • Answered by AI
  • Q2. Sip, stp, swp, AIF etc
  • Q3. Situation basis questions like how will give advice client to client

Interview Preparation Tips

Round: Resume Shortlist
Experience: Experience in Mutual fund industry more than 1 year

General Tips: This start up company , they need people who self start and easy going people.
Skills: Communication, Problem Solving
Duration: <1 week
Interview experience
5
Excellent
Difficulty level
Easy
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Naukri.com and was interviewed in Aug 2023. There were 4 interview rounds.

Round 1 - Resume Shortlist 
Pro Tip by AmbitionBox:
Don’t add your photo or details such as gender, age, and address in your resume. These details do not add any value.
View all tips
Round 2 - HR 

(2 Questions)

  • Q1. Job profile and Annual package
  • Q2. Location and medial policy
Round 3 - Aptitude Test 

Seles releted and profile related

Round 4 - Aptitude Test 

Seles releted profile related

Interview Preparation Tips

Interview preparation tips for other job seekers - No

I applied via Company Website and was interviewed in Nov 2021. There were 3 interview rounds.

Round 1 - HR 

(1 Question)

  • Q1. General questions about past experiences, the skills i gathered and salary negotiation part ( Virtual interview )
Round 2 - Technical 

(1 Question)

  • Q1. Interview with VP sales ( Virtual Interview)
Round 3 - Technical 

(1 Question)

  • Q1. Interview with Senior VP about general understanding of finances

Interview Preparation Tips

Interview preparation tips for other job seekers - If you know what you are doing, what role you have applied and you are confident about yourself, then trust me you will have a chance to open up about yourself.
Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
-
Round 1 - Resume Shortlist 
Pro Tip by AmbitionBox:
Properly align and format text in your resume. A recruiter will have to spend more time reading poorly aligned text, leading to high chances of rejection.
View all tips
Round 2 - One-on-one 

(2 Questions)

  • Q1. Tell me about your work and process?
  • Q2. If work is offer to you, what will you do,?

Interview Preparation Tips

Interview preparation tips for other job seekers - Enjoy your work and confident your work and process and environment
Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Naukri.com and was interviewed before Feb 2023. There was 1 interview round.

Round 1 - One-on-one 

(1 Question)

  • Q1. TDS related questions and Invoice verification process
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 Jun 2022. 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 

(2 Questions)

  • Q1. Collection experience
  • Ans. 

    I have extensive collection experience in various industries.

    • Managed a team of collectors and reduced delinquency rates by 20% in a financial institution

    • Implemented a new collection strategy that increased recovery rates by 15% in a telecommunications company

    • Negotiated payment plans with customers and reduced bad debt write-offs by 25% in a healthcare organization

  • Answered by AI
  • Q2. Previous job experiences
  • Ans. 

    I have extensive experience in various senior management roles.

    • Managed a team of 50+ employees

    • Implemented cost-saving measures resulting in a 20% reduction in expenses

    • Led successful projects resulting in increased revenue

    • Developed and implemented strategic plans to drive business growth

    • Built strong relationships with clients and stakeholders

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Good company to work with work involves travel with in India anywhere
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 in Oct 2023. There were 4 interview rounds.

Round 1 - Resume Shortlist 
Pro Tip by AmbitionBox:
Properly align and format text in your resume. A recruiter will have to spend more time reading poorly aligned text, leading to high chances of rejection.
View all tips
Round 2 - One-on-one 

(1 Question)

  • Q1. What work have u done
Round 3 - One-on-one 

(1 Question)

  • Q1. What work have u done before
Round 4 - HR 

(1 Question)

  • Q1. Salary negotiations
Interview experience
5
Excellent
Difficulty level
Easy
Process Duration
-
Result
Selected Selected

I applied via Job Portal

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. About work experience
Round 3 - One-on-one 

(1 Question)

  • Q1. About work experience
Interview experience
4
Good
Difficulty level
-
Process Duration
-
Result
-
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. What is your area of expertise

Epimoney Interview FAQs

How many rounds are there in Epimoney Portfolio Manager interview?
Epimoney interview process usually has 3 rounds. The most common rounds in the Epimoney interview process are Resume Shortlist, HR and One-on-one Round.
What are the top questions asked in Epimoney Portfolio Manager interview?

Some of the top questions asked at the Epimoney Portfolio Manager interview -

  1. What is is your typical strategy to increase company ...read more
  2. What do you know about flexilo...read more
  3. How do you tackle agitated anch...read more

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Epimoney Portfolio Manager Interview Process

based on 1 interview

Interview experience

4
  
Good
View more

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Epimoney Portfolio Manager Reviews and Ratings

based on 1 review

3.0/5

Rating in categories

1.0

Skill development

3.0

Work-life balance

4.0

Salary

3.0

Job security

4.0

Company culture

2.0

Promotions

2.0

Work satisfaction

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