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HighRadius Financial Advisor Interview Questions and Answers for Experienced
HighRadius Financial Advisor Interview Experiences for Experienced
1 interview found
Selected
I applied via Naukri.com and was interviewed in Mar 2024. There were 2 interview rounds.
(2 Questions)
- Q1. What strategies do you implement while calling
- Ans.
I implement a personalized approach, focus on building rapport, use effective communication skills, and follow up consistently.
Personalize each call based on client's needs and preferences
Build rapport by asking open-ended questions and actively listening
Use effective communication skills such as clear articulation and empathy
Follow up consistently to maintain client engagement and address any concerns
- Q2. Tell me about your past experience
- Ans.
I have over 10 years of experience in financial advising, specializing in retirement planning and investment management.
Worked as a financial advisor at XYZ firm for 5 years
Managed a portfolio of over 100 clients with assets totaling $50 million
Provided personalized retirement planning strategies for high-net-worth individuals
Successfully helped clients achieve their financial goals through strategic investment managem
(2 Questions)
- Q1. What is your Notice period
- Ans.
My notice period is currently one month.
My notice period is one month.
I am required to give one month's notice before leaving my current position.
I have a notice period of one month as per my employment contract.
- Q2. What is your Salary expectation
- Ans.
My salary expectation is based on my experience, qualifications, and the market rate for the position.
Consider my years of experience in the financial industry
Take into account my certifications and qualifications
Research the average salary range for Financial Advisors in this region
Open to negotiation based on benefits package offered
Interview questions from similar companies
Interview Questionnaire
3 Questions
- Q1. 1hr long.
- Q2. 1 Hr.
- Q3. Chilled out. Salary compensation
Interview Preparation Tips
Experience: CGPA 6 Above shortlisted
Round: Technical Interview
Experience: DSA, Analytics, Business Knowledge
Round: Technical Interview
Experience: Project, DBMS, OOPS, DW, Probability, Puzzles
Interview Preparation Tips
Experience: Test was consist of two sections
1.Quant
2.Aptitude
Tips: Since initial shortlisting was based on Test so focus on Quant and Aptitude
Duration: 40 minutes
Total Questions: 30
Round: Interview
Experience: Tested communication skill for the purpose of client interaction.
Round: Interview
Experience: Asked Questions relating to resume. the first part of the 2nd round was mostly on my intern,the profile of which matched with what they were looking for.Data mining ,Data analyst etc.they went in depth about my intern and asked every detail of how i proceeded in getting the final results. second part focussed on PAYPAL .
Tips: They didn't expect the candidate to know everything about PAYPAL but it is always good to know about the company as much as you can before attending the interview.
Round: Interview
Experience: They looked at the approach and tried to push us to the limits.
The most important factor is how you approach the problem and not if you end up with result then there was other question,they tested the approach even for that one.
Tips: Preparation on guesstimate and case studies will help you deal with question like that.
Skills: Communication skill, Problem solving skill
College Name: IIT MADRAS
I applied via Campus Placement and was interviewed in Dec 2016. There were 5 interview rounds.
Interview Questionnaire
2 Questions
- Q1. How is your day going? Walk me through your resume briefly What do you expect from our company?
- Ans.
My day is going well, thank you for asking. I am excited to discuss my resume and learn more about your company.
My day is going well, thank you for asking
I have a strong background in data analysis, with experience in financial modeling and market research
I am eager to learn more about your company's goals and values
I am excited about the opportunity to contribute my skills and expertise to your team
- Q2. More about internship guess estimation
Interview Preparation Tips
Experience: Questions were easy to medium difficulty
Total Questions: 30
Round: HR Interview
Experience: Questions were easy to medium difficulty
Round: HR Interview
Experience: Some of my friends had questions like tell me about yourself, your internship project, what would you like to improve in yourself, most embarrasing moment.
Skills: Communication
College Name: IIT Kanpur
Selected
I applied via Approached by Company and was interviewed in Nov 2023. There were 4 interview rounds.
Detailed case study on Market Entry, Business Process Optimisation and Value Steam Mapping
(1 Question)
- Q1. Technical Questions regarding Advanced Excel, Power BI, Tableau
Case Study on Market Entry
(1 Question)
- Q1. Case Study plus organisation fit round.
Selected
I applied via Walk-in and was interviewed before Nov 2023. There were 3 interview rounds.
General financial topics
(1 Question)
- Q1. Based on resume
(1 Question)
- Q1. Technical based
(2 Questions)
- Q1. What is equity ?
- Ans.
Equity represents ownership in a company and is calculated as assets minus liabilities.
Equity is the value of an asset after deducting any liabilities associated with that asset.
It represents the ownership interest in a company.
Equity can be in the form of common stock, preferred stock, or retained earnings.
Investors use equity to assess the financial health and performance of a company.
Equity can also refer to fairnes
- Q2. What is derivatives?
- Ans.
Derivatives are financial instruments whose value is derived from an underlying asset or group of assets.
Derivatives can be used for hedging, speculation, or arbitrage.
Common types of derivatives include options, futures, forwards, and swaps.
Derivatives allow investors to take on leverage and potentially amplify returns.
They are traded on exchanges or over-the-counter (OTC) markets.
Derivatives are used in various indus...
Interview Preparation Tips
Analyst Interview Questions & Answers
Broadridge Financial Solutions
Made in india
posted on 5 Apr 2024
Selected
I applied via Naukri.com and was interviewed in Mar 2024. There was 1 interview round.
(1 Question)
- Q1. Interview is all about finance , investment banking
(1 Question)
- Q1. About resume work exp
Analyst Interview Questions & Answers
Broadridge Financial Solutions
Anonymous
posted on 23 Aug 2024
It was easy and moderate.
2 coding questions was askef
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HighRadius Financial Advisor Interview Process for Experienced
based on 1 interview
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HighRadius Financial Advisor Reviews and Ratings
based on 3 reviews
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