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Financial Hospital Financial Planner Interview Questions and Answers
Financial Hospital Financial Planner Interview Experiences
1 interview found
Interview Questionnaire
2 Questions
- Q1. About general finance, how will you take ahead your conversation with the clients, about yourself.
- Q2. What will you do if your client is not interested in discussing his finance with you?
- Ans.
I would respect the client's decision and offer to revisit the topic at a later time.
Respect the client's decision and acknowledge their comfort level
Offer to revisit the topic in the future when they may be more open to discussing finances
Focus on building trust and rapport with the client in other areas before broaching the topic again
Interview Preparation Tips
Experience: General current affair topic. There was no shortlisting based on this round.
Top trending discussions
Interview questions from similar companies
Selected
I applied via Referral and was interviewed in Dec 2024. There were 2 interview rounds.
(2 Questions)
- Q1. What are derivatives in finance?
- Ans.
Derivatives in finance are financial instruments whose value is derived from the value of an underlying asset.
Derivatives can be used for hedging against risk, speculating on price movements, or gaining exposure to assets without owning them.
Common types of derivatives include options, futures, forwards, and swaps.
Options give the holder the right, but not the obligation, to buy or sell an asset at a specified price be...
- Q2. What are the different types of derivatives?
- Ans.
Derivatives are financial instruments whose value is derived from an underlying asset or group of assets.
Types of derivatives include options, futures, forwards, and swaps.
Options give the holder the right, but not the obligation, to buy or sell an asset at a specified price before or on a specified date.
Futures are contracts to buy or sell an asset at a future date for a price agreed upon today.
Forwards are similar to...
(4 Questions)
- Q1. What are the details of the stock market and its various products?
- Ans.
The stock market is a platform where investors can buy and sell shares of publicly traded companies.
Stocks represent ownership in a company and can be bought and sold on stock exchanges like NYSE and NASDAQ.
Bonds are debt securities issued by companies or governments to raise capital.
Mutual funds pool money from multiple investors to invest in a diversified portfolio of stocks, bonds, or other securities.
Options give i...
- Q2. Balance sheet,profit &loss account
- Q3. Journal entries
- Q4. Option in detail, economic crisis,
Interview Preparation Tips
Selected
I was interviewed in Jan 2025.
(1 Question)
- Q1. Basic Finance & accounts related Questions
pooja mundada
Selected
I applied via LinkedIn and was interviewed in Dec 2024. There was 1 interview round.
(2 Questions)
- Q1. What are the main financial statement
- Ans.
The main financial statements are the income statement, balance sheet, and cash flow statement.
Income statement shows a company's revenues and expenses over a period of time.
Balance sheet provides a snapshot of a company's financial position at a specific point in time.
Cash flow statement details the cash inflows and outflows of a company during a period.
These statements are essential for analyzing a company's financia
- Q2. How will you handle stressful situation
- Ans.
I handle stressful situations by staying calm, prioritizing tasks, and seeking support when needed.
Remain calm and composed under pressure
Prioritize tasks based on urgency and importance
Seek support from colleagues or supervisors if necessary
Interview Preparation Tips
Arithmetic questions
(2 Questions)
- Q1. Accounting rules
- Q2. Acc recivable and payable
I applied via LinkedIn and was interviewed in Aug 2024. There were 2 interview rounds.
(1 Question)
- Q1. What makes you a good candidate?
- Ans.
I am a good candidate because of my strong financial background, analytical skills, and ability to work well under pressure.
Extensive experience in financial analysis and reporting
Strong analytical skills to interpret data and make informed decisions
Proven ability to work well under pressure and meet tight deadlines
Excellent communication and interpersonal skills for building relationships with clients and colleagues
(1 Question)
- Q1. What is IFRC and USGaap?
- Ans.
IFRC stands for International Financial Reporting Standards and USGaap stands for United States Generally Accepted Accounting Principles.
IFRC is a set of accounting standards developed by the International Accounting Standards Board (IASB).
USGaap is a set of accounting principles used in the United States for financial reporting.
IFRC focuses on principles-based standards, while USGaap is more rules-based.
IFRC is used i...
Senior Financial Analyst Interview Questions & Answers
BNP Paribas
Sumant Dalai
posted on 27 Dec 2024
(2 Questions)
- Q1. Can you explain your current professional profile?
- Q2. Salary exceptions
Financial Analyst Interview Questions & Answers
State Street Corporation
Anonymous
posted on 12 Nov 2024
I applied via Naukri.com and was interviewed in Oct 2024. There were 2 interview rounds.
Good but a tricky one
(2 Questions)
- Q1. Self introduction
- Q2. Education background
Interview Preparation Tips
- financial subjects
Selected
I was interviewed in Apr 2023.
(5 Questions)
- Q1. Waht is a bond, type of financial markets, type of capital market
- Q2. Capital market and money market
- Q3. Primary, Right issue, private placement,qlb AdR,GDR,IDR
- Q4. Primary market secondary market
- Q5. Public for the purpose raising capital
Interst rate and bond price
Which of the following terms is not related to stock exchange
Interview Preparation Tips
- Mba Finance
- Chartered Accountant
Financial Analyst Interview Questions & Answers
Cholamandalam Investment & Finance
Anonymous
posted on 26 Feb 2024
Selected
I applied via Company Website and was interviewed in Jan 2024. There was 1 interview round.
Customer details and proof
Interview Preparation Tips
- I'm not prepared
Financial Hospital Interview FAQs
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Financial Hospital Financial Planner Reviews and Ratings
based on 1 review
Rating in categories
|
Financial Planner
9
salaries
|  ₹3 L/yr - ₹8 L/yr |
|
Wealth Manager
6
salaries
| ₹5.2 L/yr - ₹8 L/yr |
|
Senior Financial Planner
6
salaries
| ₹5.8 L/yr - ₹7.8 L/yr |
|
Technical Project Manager
5
salaries
| ₹30 L/yr - ₹45 L/yr |
|
Wealth Advisor
5
salaries
| ₹4.2 L/yr - ₹6 L/yr |
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