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ICICI Prudential Mutual Fund Wealth Manager Interview Questions and Answers

Updated 5 Feb 2024

ICICI Prudential Mutual Fund Wealth 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 Naukri.com and was interviewed in Aug 2023. There was 1 interview round.

Round 1 - One-on-one 

(1 Question)

  • Q1. Basic market overview(nifty, sensex) Some of your favorite mutual fund and why. What you advise customer for investment. What is pms.

Interview Preparation Tips

Interview preparation tips for other job seekers - Keep udate of current share market news.
Remember some of your favorite funds and their USP.

Interview questions from similar companies

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

I applied via Approached by Company and was interviewed in Mar 2023. There were 2 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 - Behavioral 

(2 Questions)

  • Q1. 1. Equity markets 2. Advisory
  • Q2. Be confident and answer all the questions

Interview Preparation Tips

Interview preparation tips for other job seekers - Be confident in all the rounds
Interview experience
5
Excellent
Difficulty level
Easy
Process Duration
-
Result
-

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

Round 1 - Telephonic Call 

(2 Questions)

  • Q1. What is the salary date
  • Q2. What is qualification u want
  • Ans. 

    I am looking for a candidate with a Bachelor's degree in finance or related field, strong communication skills, and at least 2 years of experience in relationship management.

    • Bachelor's degree in finance or related field

    • Strong communication skills

    • At least 2 years of experience in relationship management

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - I allready work with SBI card
Interview experience
1
Bad
Difficulty level
Easy
Process Duration
Less than 2 weeks
Result
Selected Selected

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

Round 1 - Only Interview 

(2 Questions)

  • Q1. Only basic details
  • Q2. Previous experience

Interview Preparation Tips

Interview preparation tips for other job seekers - Don't work in aadhar housing finance, salary is very much low and working culture is very bad, no any incentives,
Interview experience
4
Good
Difficulty level
-
Process Duration
-
Result
-
Round 1 - HR 

(2 Questions)

  • Q1. Family Background
  • Q2. Future Vision Mission
  • Ans. 

    To create a future vision mission, one must establish long-term goals and objectives that align with the organization's values and purpose.

    • Define the organization's core values and purpose

    • Set long-term goals and objectives that align with the values and purpose

    • Create a strategic plan to achieve the goals and objectives

    • Communicate the future vision mission to all stakeholders

    • Regularly review and adjust the mission as ne

  • Answered by AI
Round 2 - Technical 

(2 Questions)

  • Q1. Equity Derivative
  • Q2. Mutual Funds Performance

Interview Preparation Tips

Interview preparation tips for other job seekers - Good company to work.
Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
-
Round 1 - HR 

(2 Questions)

  • Q1. Tell me about your self
  • Q2. Tell me about mutual fund
  • Ans. 

    Mutual funds are investment vehicles that pool money from multiple investors to invest in a diversified portfolio of stocks, bonds, or other securities.

    • Mutual funds are managed by professional fund managers who make investment decisions on behalf of the investors.

    • Investors can buy shares of mutual funds, which represent a portion of the holdings in the fund.

    • Mutual funds offer diversification, liquidity, and professiona...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Learn about stock market
Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
2-4 weeks
Result
Not Selected

I applied via Naukri.com and was interviewed in Mar 2023. There were 2 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. Any question related to client escalation
  • Q2. Any question related to customer satisfaction

Interview Preparation Tips

Interview preparation tips for other job seekers - Keep searching and keep learning
Interview experience
4
Good
Difficulty level
-
Process Duration
-
Result
-
Round 1 - One-on-one 

(1 Question)

  • Q1. Previous experience banking
Round 2 - HR 

(1 Question)

  • Q1. Salary package details
Round 1 - Group Discussion 

Simple topics

Round 2 - Technical 

(2 Questions)

  • Q1. Based on resume and
  • Q2. What is insurance What is bonds Family background
  • Ans. 

    Insurance is a contract between an individual and an insurance company, providing financial protection against potential losses.

    • Insurance is a risk management tool that helps individuals and businesses protect themselves against potential financial losses.

    • It involves paying a premium to an insurance company in exchange for coverage against specific risks.

    • Insurance policies can cover various aspects such as health, prop...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Speak confidence communication is also important
Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
-
Round 1 - Resume Shortlist 
Pro Tip by AmbitionBox:
Properly align and format text in your resume. A recruiter will have to spend more time reading poorly aligned text, leading to high chances of rejection.
View all tips
Round 2 - HR 

(2 Questions)

  • Q1. About your self
  • Q2. Work experience
Round 3 - Group Discussion 

About study nd work assignment

Round 4 - One-on-one 

(1 Question)

  • Q1. Location nd salary discussion

ICICI Prudential Mutual Fund Interview FAQs

How many rounds are there in ICICI Prudential Mutual Fund Wealth Manager interview?
ICICI Prudential Mutual Fund interview process usually has 1 rounds. The most common rounds in the ICICI Prudential Mutual Fund interview process are One-on-one Round.

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ICICI Prudential Mutual Fund Wealth Manager Interview Process

based on 1 interview

Interview experience

5
  
Excellent
View more

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ICICI Prudential Mutual Fund Wealth Manager Salary
based on 12 salaries
₹4.4 L/yr - ₹6.7 L/yr
30% less than the average Wealth Manager Salary in India
View more details

ICICI Prudential Mutual Fund Wealth Manager Reviews and Ratings

based on 3 reviews

4.3/5

Rating in categories

3.4

Skill development

4.0

Work-life balance

3.1

Salary

3.1

Job security

2.6

Company culture

2.6

Promotions

2.4

Work satisfaction

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