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HSBC Group Wealth Management Sales Interview Questions and Answers

Updated 7 Dec 2015

HSBC Group Wealth Management Sales Interview Experiences

1 interview found

I applied via Walk-in

Interview Preparation Tips

Round: Technical Interview
Experience: I reckon they were looking for someone who was confident and would fit in well with the company. They weren't looking for great fin studs who knew how to price options backwards but rather who were eager to learn, enthusiastic and yet knowledgeable.
I was pretty relaxed during the interview, didn‟t take too much stress and had researched thoroughly on the company which I guess impressed them. Also, when asked for my opinion on certain matters, I was as honest as possible and didn‟t try too hard. They can see through any kind of charade after all.
Tips: Possibly the only interview where I was not stressed out! That was a big help in my opinion. Also, I didn't go for the interview with an “I got to crack this one” attitude. The idea was to relax, have a good conversation with the interviewers and possibly, even have fun!

Skill Tips: A basic knowledge about the fin fundas (investment course helps here), spreadsheets, Macros etc. Eagerness to learn and enthusiasm

Best to read up on the company, they like it if you ask questions about their company. Also, try and not get stressed out. Difficult I know.
Skills: Macros, Spreadsheets
College Name: IIM Bangalore

Interview questions from similar companies

I applied via Naukri.com and was interviewed before Oct 2021. There was 1 interview round.

Round 1 - HR 

(2 Questions)

  • Q1. Tell me about yourself?
  • Ans. Confidently answer and you will be through
  • Answered Anonymously
  • Q2. Can u do sells if yess sell me a savings account
  • Ans. 

    Yes, I can sell savings accounts. Our savings account offers competitive interest rates and no monthly fees.

    • I would start by asking the customer about their current savings account and if they are happy with it.

    • Then, I would highlight the benefits of our savings account such as the competitive interest rates and no monthly fees.

    • I would also mention any additional perks such as online banking and mobile app access.

    • Final...

  • Answered by AI

Interview Preparation Tips

Topics to prepare for Kotak Mahindra Bank Assistant Manager interview:
  • Banking
Interview preparation tips for other job seekers - Confidently answer all questions and remember they will ask you questions regarding sales. Answer smartly

I applied via Referral and was interviewed in Apr 2020. There were 3 interview rounds.

Interview Questionnaire 

2 Questions

  • Q1. Insurance and it’s products
  • Q2. NRI services

Interview Preparation Tips

Interview preparation tips for other job seekers - Be confident, accurate and keep Check on your communication and words you use during interview

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

Round 1 - Aptitude Test 

It was basic Maths and reasoning questions.

Round 2 - One-on-one 

(5 Questions)

  • Q1. What's if PCFC, and how it works
  • Ans. 

    PCFC stands for Pre-shipment Credit in Foreign Currency. It is a type of loan provided to exporters to finance their production and shipment.

    • PCFC is a loan provided by banks to exporters to finance their production and shipment of goods.

    • The loan is provided in foreign currency to facilitate international trade.

    • The interest rate on PCFC is usually lower than other types of loans.

    • PCFC is usually secured against the expor...

  • Answered by AI
  • Q2. Why you work in trade finance department
  • Q3. What was your previous experience and how many year you have work
  • Q4. Tell me something about yourself
  • Q5. What is you expectations from ICICI Bank? And where you see yourself after 5 year from now

Interview Preparation Tips

Interview preparation tips for other job seekers - Just be positive, learn some basic things about the project or depertment for which you have applied. Be confident when you answer.

Interview Questionnaire 

2 Questions

  • Q1. Strengh and weakness
  • Q2. Regarding sales

I applied via Referral and was interviewed in May 2021. There was 1 interview round.

Interview Questionnaire 

2 Questions

  • Q1. Why should we hire you?
  • Q2. Just keep your answer simple and show confidence

Interview Preparation Tips

Interview preparation tips for other job seekers - My advice is to be confident and I think confidence is the only strategy too crack any interview

Interview Questionnaire 

1 Question

  • Q1. Work experience and communication skill

I applied via Company Website and was interviewed in Sep 2020. There were 3 interview rounds.

Interview Questionnaire 

2 Questions

  • Q1. Basel regulatory
  • Q2. Implementation knowledge

Interview Preparation Tips

Interview preparation tips for other job seekers - We need to be throw of Basel regulations with reporting template. End to end techno functional implementation knowledge

I applied via Campus Placement and was interviewed before Nov 2020. There were 3 interview rounds.

Interview Questionnaire 

1 Question

  • Q1. Very simple but please do not join axis bank it is a worst organization to work and HR Policy is also very very burst if you join doesn't matter in which department you are you have to do hard core sales t...

Interview Preparation Tips

Interview preparation tips for other job seekers - Any 12th class student crack that interviews

I applied via Company Website and was interviewed before Jun 2020. There was 1 interview round.

Interview Questionnaire 

1 Question

  • Q1. What is customer handling the request
  • Ans. 

    Customer handling the request refers to the process of addressing and resolving customer inquiries, complaints, and requests.

    • Listening actively to the customer's concern

    • Empathizing with the customer's situation

    • Offering solutions or alternatives to resolve the issue

    • Following up with the customer to ensure satisfaction

    • Maintaining a positive and professional demeanor throughout the interaction

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Interview is ok
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