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Fisdom Wealth Manager Interview Questions and Answers

Updated 20 Jan 2023

Fisdom Wealth Manager Interview Experiences

3 interviews found

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 Jul 2022. There were 2 interview rounds.

Interview Preparation Tips

Interview preparation tips for other job seekers - Should have good knowledge about mutual funds and good communication skills

I applied via Referral and was interviewed before Dec 2020. There was 1 interview round.

Interview Questionnaire 

2 Questions

  • Q1. What's your customer book size
  • Ans. 

    Our customer book size is confidential.

    • We cannot disclose the exact number of customers in our book.

    • Our focus is on providing personalized service to each of our clients.

    • We strive to maintain a healthy balance of quality and quantity in our customer base.

    • Our customer book size is constantly evolving as we acquire new clients and retain existing ones.

  • Answered by AI
  • Q2. I have a considerable size book to start off well

Interview Preparation Tips

Interview preparation tips for other job seekers - Be confident and neatly groomed

Wealth Manager Interview Questions Asked at Other Companies

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
asked in Edelweiss
Q3. What is insurance What is bonds Family background
Q4. What is SIP ,Mutual fund .insurance .
Q5. What has been your experience with the profit and loss of your pe ... read more

I applied via Referral and was interviewed before Feb 2021. There were 2 interview rounds.

Interview Preparation Tips

Interview preparation tips for other job seekers - This company believes in Hire and fire concept , so if you are not a hard worker then see somewhere else.

Interview questions from similar companies

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

I applied via Referral and was interviewed before Dec 2023. There were 2 interview rounds.

Interview Preparation Tips

Interview preparation tips for other job seekers - Always ready about company before attempting interview
Interview experience
4
Good
Difficulty level
-
Process Duration
-
Result
-

I applied via Company Website and was interviewed before Sep 2020. There were 5 interview rounds.

Interview Questionnaire 

1 Question

  • Q1. Asked about some general things related to trading and stock market.

Interview Preparation Tips

Interview preparation tips for other job seekers - Always be confident towards the interview questions and be honest while answering to the interviewer.
Interview experience
2
Poor
Difficulty level
Easy
Process Duration
Less than 2 weeks
Result
Selected Selected

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

Interview Preparation Tips

Interview preparation tips for other job seekers - Didn't join after getting it through. Don't have good culture
Interview experience
5
Excellent
Difficulty level
Hard
Process Duration
Less than 2 weeks
Result
Selected Selected

I appeared for an interview before Jan 2024.

Interview Preparation Tips

Interview preparation tips for other job seekers - Be confident and make an effort to understand the company and its vision prior to attending the interview.
Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
-
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Fisdom Interview FAQs

How many rounds are there in Fisdom Wealth Manager interview?
Fisdom interview process usually has 2 rounds. The most common rounds in the Fisdom interview process are Resume Shortlist, HR and One-on-one Round.
How to prepare for Fisdom Wealth Manager 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 Fisdom. The most common topics and skills that interviewers at Fisdom expect are Wealth Management, Risk Management, Cash Management, Financial Planning and investment.
What are the top questions asked in Fisdom Wealth Manager interview?

Some of the top questions asked at the Fisdom Wealth Manager interview -

  1. What's your customer book s...read more
  2. Should have good knowledge about products we deal with like mutual fund, pms ...read more
  3. I have a considerable size book to start off w...read more

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Fisdom Wealth Manager Interview Process

based on 1 interview

Interview experience

5
  
Excellent
View more

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Fisdom Wealth Manager Salary
based on 25 salaries
₹3.5 L/yr - ₹8.1 L/yr
28% less than the average Wealth Manager Salary in India
View more details

Fisdom Wealth Manager Reviews and Ratings

based on 8 reviews

3.7/5

Rating in categories

3.2

Skill development

3.7

Work-life balance

3.7

Salary

3.1

Job security

3.2

Company culture

3.4

Promotions

2.9

Work satisfaction

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₹3.5 L/yr - ₹8.1 L/yr

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