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HDFC Securities Financial Advisor Manager Interview Questions and Answers

Updated 25 Aug 2024

HDFC Securities Financial Advisor Manager Interview Experiences

1 interview found

Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Walk-in and was interviewed in Feb 2024. There was 1 interview round.

Round 1 - HR 

(2 Questions)

  • Q1. Tell me about yourself
  • Ans. 

    Experienced financial advisor with a proven track record in managing client portfolios and providing strategic investment advice.

    • Over 10 years of experience in the financial industry

    • Strong background in investment analysis and risk management

    • Successfully managed a diverse portfolio of clients, helping them achieve their financial goals

    • Proficient in financial planning software and tools

  • Answered by AI
  • Q2. How do you handle customer
  • Ans. 

    I handle customers by actively listening to their needs, providing personalized financial advice, and building long-term relationships.

    • Actively listen to customer needs and concerns

    • Provide personalized financial advice tailored to their goals

    • Build long-term relationships based on trust and transparency

  • Answered by AI

Interview questions from similar companies

Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
-
Round 1 - Aptitude Test 

Aptitude test is very hard

Round 2 - Technical 

(5 Questions)

  • Q1. Question related to your core subjects
  • Q2. Question 1 related to coding
  • Q3. Ques 2 related to java
  • Q4. Question 3 raleyd to python
  • Q5. No question asked

Interview Preparation Tips

Interview preparation tips for other job seekers - Prepare your core subjects
Interview experience
2
Poor
Difficulty level
Hard
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Naukri.com and was interviewed in Apr 2024. There was 1 interview round.

Round 1 - Technical 

(2 Questions)

  • Q1. Oracle fusion cloud
  • Q2. All finance interview and process

Interview Preparation Tips

Interview preparation tips for other job seekers - they told at time of interview some amount but completed the got the salary they given less.

Financial Analyst Interview Questions & Answers

Crisil user image Nivedita Rauniyar

posted on 5 Feb 2024

Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
-
Round 1 - Technical 

(1 Question)

  • Q1. What do you know about financial statements and how it is important?
  • Ans. 

    Financial statements are reports that provide information about a company's financial performance and position.

    • Financial statements include the balance sheet, income statement, and cash flow statement.

    • They help investors, creditors, and other stakeholders assess the financial health and stability of a company.

    • Balance sheet shows the company's assets, liabilities, and shareholders' equity at a specific point in time.

    • Inc...

  • Answered by AI
Interview experience
4
Good
Difficulty level
-
Process Duration
-
Result
-
Round 1 - HR 

(2 Questions)

  • Q1. Introduce yourself
  • Q2. Why do you want to work for us

Interview Preparation Tips

Interview preparation tips for other job seekers - Do research about the company
Interview experience
4
Good
Difficulty level
Easy
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Naukri.com and was interviewed in Apr 2023. There were 3 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 - HR 

(1 Question)

  • Q1. General H R ROUND
Round 3 - Technical 

(1 Question)

  • Q1. What is GST R 1 DATE ? DIFFERENCE BETWEEN 2A &2B? WHAT IS YOUR CURRENT RESPONSIBILITY?
  • Ans. 

    GST R 1 DATE is the due date for filing monthly GST returns. 2A and 2B are different sections of the GST return form. Current responsibility varies based on job role.

    • GST R 1 DATE is the due date for filing monthly GST returns

    • 2A and 2B are sections in the GST return form where details of inward supplies are to be provided

    • Difference between 2A & 2B lies in the nature of supplies covered and the timing of availment of inp...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Be Cool and expert in your field

I applied via Walk-in and was interviewed in Nov 2021. There were 4 interview rounds.

Interview Questionnaire 

7 Questions

  • Q1. Family introduction
  • Ans. Me and my father details and my mother name brother sister name
  • Answered Anonymously
  • Q2. Tds knowledge
  • Ans. Contract section in tds 194c rent section in tds 194i
  • Answered Anonymously
  • Q3. Journal entry in sale
  • Ans. 

    A journal entry in a sale records the financial transaction of selling goods or services.

    • The journal entry will include a debit to the accounts receivable or cash account for the amount of the sale.

    • There will be a credit to the sales revenue account for the same amount.

    • If applicable, there may be additional debits or credits to other accounts such as inventory or cost of goods sold.

    • The journal entry should follow the d...

  • Answered by AI
  • Q4. Gst type and rate
  • Ans. 

    GST stands for Goods and Services Tax. It is a type of indirect tax levied on the supply of goods and services.

    • GST is applicable in many countries around the world, including India, Australia, and Canada.

    • The rate of GST varies from country to country and can also differ for different types of goods and services.

    • For example, in India, the GST rate for most goods and services is either 5%, 12%, 18%, or 28%.

    • Some goods and...

  • Answered by AI
  • Q5. Working of oracle
  • Ans. 

    Oracle is a relational database management system used for storing and retrieving data.

    • Oracle is a software product developed by Oracle Corporation.

    • It is a relational database management system (RDBMS) that uses Structured Query Language (SQL) for managing and manipulating data.

    • Oracle allows users to create, modify, and delete database objects such as tables, views, and indexes.

    • It provides features like data integrity,...

  • Answered by AI
  • Q6. Knowledge of avance excell
  • Q7. Expected salary

Interview Preparation Tips

Interview preparation tips for other job seekers - In the interview, remember the following: be polite and use the right language and tone for a formal situation. listen carefully to questions and think before you begin your answers. if you do not understand a question, ask the interviewer to repeat it or explain further.

Skills evaluated in this interview

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

I applied via LinkedIn and was interviewed in Jul 2024. There was 1 interview round.

Round 1 - HR 

(2 Questions)

  • Q1. Golden rules of accounting.
  • Ans. 

    Golden rules of accounting are basic principles that guide the process of recording financial transactions.

    • Debit what comes in, credit what goes out

    • Debit the receiver, credit the giver

    • Debit expenses and losses, credit income and gains

  • Answered by AI
  • Q2. Few excel related questions

I applied via Recruitment Consultant and was interviewed in Aug 2021. There were 3 interview rounds.

Interview Questionnaire 

2 Questions

  • Q1. Each and every thing mentioned in the resume , professional qualifications and Responsibilities in detail
  • Q2. Clean and crisp introduction , on the point conversation

Interview Preparation Tips

Interview preparation tips for other job seekers - Be Confident
Be aware of the Past responsibilities and roles handled.

Financial Analyst Interview Questions & Answers

Crisil user image Jeetendra Raikwar

posted on 16 Jul 2023

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

I applied via LinkedIn and was interviewed in Jan 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 - One-on-one 

(2 Questions)

  • Q1. Basic financial question related to ratio analysis and mba finance related
  • Q2. Ratio related questions and internship experience
Round 3 - Technical 

(1 Question)

  • Q1. In depth knowledge of account and finance related Very hard to answer 😂
Round 4 - HR 

(1 Question)

  • Q1. Selected and salary discussion

HDFC Securities Interview FAQs

How many rounds are there in HDFC Securities Financial Advisor Manager interview?
HDFC Securities interview process usually has 1 rounds. The most common rounds in the HDFC Securities interview process are HR.

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HDFC Securities Financial Advisor Manager Interview Process

based on 1 interview

Interview experience

5
  
Excellent
View more

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