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Fintoo Wealth Advisor Interview Questions and Answers

Updated 23 Aug 2022

Fintoo Wealth Advisor Interview Experiences

1 interview found

I applied via Recruitment Consulltant and was interviewed in Feb 2022. There were 2 interview rounds.

Round 1 - One-on-one 

(3 Questions)

  • Q1. Tell me about yourself
  • Q2. Are you aware of various financial products, give examples and brief details of each product
  • Ans. 

    Yes, various financial products include stocks, bonds, mutual funds, ETFs, options, futures, and annuities.

    • Stocks: ownership in a company

    • Bonds: loans to a company or government

    • Mutual funds: pool of money from multiple investors

    • ETFs: similar to mutual funds but traded like stocks

    • Options: contracts giving the right to buy or sell an asset at a certain price

    • Futures: contracts to buy or sell an asset at a future date and p...

  • Answered by AI
  • Q3. What are the benefits of Asset Allocation
  • Ans. 

    Asset allocation helps diversify investments, manage risk, and optimize returns.

    • Diversifies investments across different asset classes

    • Manages risk by spreading investments across different sectors

    • Optimizes returns by balancing risk and reward

    • Helps investors achieve long-term financial goals

    • Example: Allocating investments between stocks, bonds, and real estate

    • Example: Allocating investments between domestic and internat

  • Answered by AI
Round 2 - HR 

(2 Questions)

  • Q1. Are you comfortable working from Mumbai
  • Q2. Details regarding the salary breakup

Interview Preparation Tips

Interview preparation tips for other job seekers - Be confident in giving answers and explaining about product details

Interview questions from similar companies

Interview experience
3
Average
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Not Selected

I applied via Campus Placement and was interviewed in Apr 2024. There were 3 interview rounds.

Round 1 - Aptitude Test 

Each test carry 30 questions totally 60 question are attended to finish the test

Round 2 - One-on-one 

(2 Questions)

  • Q1. The manager asked questions and get the answers
  • Q2. Why did you choose this job About yourself
Round 3 - Nill 

(2 Questions)

  • Q1. There was no questions are asked
  • Q2. No questions are asked by anyone
Interview experience
4
Good
Difficulty level
-
Process Duration
-
Result
-
Round 1 - HR 

(2 Questions)

  • Q1. Tell me something about yourself
  • Q2. What is your strength
Interview experience
1
Bad
Difficulty level
-
Process Duration
-
Result
-

I applied via Company Website

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 - Aptitude Test 

General knowledge, Maths, Resuning

Round 3 - One-on-one 

(3 Questions)

  • Q1. Tell me about yourself?
  • Q2. Why you want work at this company?
  • Q3. Why do you want this job?

Interview Preparation Tips

Interview preparation tips for other job seekers - 1) stay positive &
2) grow your skills
3) update your resume
Interview experience
4
Good
Difficulty level
Moderate
Process Duration
2-4 weeks
Result
Selected Selected

I applied via Naukri.com and was interviewed in Apr 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 

(3 Questions)

  • Q1. Tell me about yourself in short 3-4 sentences Walk me through your work exp
  • Ans. 

    I am an experienced relationship manager with a proven track record of building and maintaining strong client relationships.

    • I have worked in the banking industry for over 10 years, with a focus on relationship management.

    • In my previous role, I managed a portfolio of high net worth clients, providing them with personalized financial solutions and advice.

    • I am skilled in identifying and understanding client needs, and dev...

  • Answered by AI
  • Q2. Your total years of experience job role and willingness for relocation
  • Ans. 

    I have X years of experience as a Senior Relationship Manager and I am willing to relocate for the right opportunity.

    • I have X years of experience in managing client relationships and driving business growth.

    • I have worked in various industries such as banking, finance, and consulting.

    • I am open to relocation for the right opportunity and excited about exploring new markets and building new relationships.

    • I am adaptable an...

  • Answered by AI
  • Q3. Current CTC and JD discussion.
Round 3 - One-on-one 

(1 Question)

  • Q1. Interview with Manager who ask to walk me through my cv and share about your experience. How did you check health usage of customer | Which types of client you handled | Why Telco | Ask question about JD ...
Round 4 - One-on-one 

(1 Question)

  • Q1. With one more manager to check compatibility with culture and discuss roles and responsibility. If everything works well then they ask you to create a jio profile and you have to give one test and proceed...
Interview experience
5
Excellent
Difficulty level
Easy
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via AmbitionBox and was interviewed in Aug 2023. There were 2 interview rounds.

Round 1 - Coding Test 

BACKWARD CODING,RELATIONSHIPS,

Round 2 - Aptitude Test 

NUMBER SERIES,REASONING

Interview Preparation Tips

Interview preparation tips for other job seekers - I KNOW

I applied via Company Website and was interviewed in Aug 2022. There was 1 interview round.

Round 1 - One-on-one 

(10 Questions)

  • Q1. About computers skills and finance management questions
  • Q2. Abouts computer ADCA and management about manufacturing questions
  • Q3. About Marketing management and Tea manufacturing questions
  • Q4. About social services and
  • Q5. About Excel and Ms office
  • Q6. About Geography knowledge as well as English
  • Q7. About Direct selling products business
  • Q8. About products business companies
  • Q9. About Banking service
  • Q10. About school teaching services

Interview Preparation Tips

Topics to prepare for Amazon Relationship Manager interview:
  • Computer Skills
Interview preparation tips for other job seekers - Pls inform me by mail or call .I need job as soon as possible I shall be grateful to you. I m interested in your company. I will work hard.
Interview experience
4
Good
Difficulty level
Easy
Process Duration
Less than 2 weeks
Result
Not Selected

I applied via Walk-in and was interviewed in Jan 2023. There was 1 interview round.

Round 1 - HR 

(2 Questions)

  • Q1. Selfintroduction and privious roles and responsibilities
  • Q2. Selfintroduction and privious roles and responsibilities and salary

Interview Preparation Tips

Interview preparation tips for other job seekers - Great service and gud inter face while opening the app and keep going like better future and more .
Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
More than 8 weeks
Result
Selected Selected

I applied via Walk-in and was interviewed before Mar 2023. There were 3 interview rounds.

Round 1 - Group Discussion 

Given chance to speak everyone about their experience and thought

Round 2 - One-on-one 

(6 Questions)

  • Q1. You no to speak about your experience
  • Q2. It depend on my manager
  • Q3. They ask about what do you no about the company and why you
  • Q4. If they satisfy with my answers and yes even they should be happy
  • Q5. Iam strong and i love challange lobe to face them
  • Q6. I don't know what they are going to ask question
Round 3 - Assignment 

Iam 100 percent show i will gibe my best and qjen it comes compliance iam perfect

Interview Preparation Tips

Interview preparation tips for other job seekers - It depend upon people how they share their experience and tanlant
Round 1 - Technical 

(1 Question)

  • Q1. Technical skills refer to the specialized knowledge and expertise needed to action task and prosess relating and physical
Round 2 - Technical 
Round 3 - One-on-one 

Fintoo Interview FAQs

How many rounds are there in Fintoo Wealth Advisor interview?
Fintoo interview process usually has 2 rounds. The most common rounds in the Fintoo interview process are One-on-one Round and HR.
How to prepare for Fintoo Wealth Advisor interview?
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 Fintoo. The most common topics and skills that interviewers at Fintoo expect are Portfolio Management, Financial Advisory, Investment Advisory, Team Leading and Wealth Management.
What are the top questions asked in Fintoo Wealth Advisor interview?

Some of the top questions asked at the Fintoo Wealth Advisor interview -

  1. Are you aware of various financial products, give examples and brief details of...read more
  2. What are the benefits of Asset Allocat...read more

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Fintoo Wealth Advisor Salary
based on 16 salaries
₹2.2 L/yr - ₹8 L/yr
24% more than the average Wealth Advisor Salary in India
View more details

Fintoo Wealth Advisor Reviews and Ratings

based on 4 reviews

3.0/5

Rating in categories

3.1

Skill development

2.5

Work-life balance

2.7

Salary

2.9

Job security

3.1

Company culture

2.9

Promotions

2.7

Work satisfaction

Explore 4 Reviews and Ratings
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