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ICICI Securities Associate Wealth Manager Interview Questions and Answers
ICICI Securities Associate Wealth Manager Interview Experiences
1 interview found
Quants English Reasoning Psychometric
Uses of smartphone is it good or bad
(2 Questions)
- Q1. Complete Background, internship
- Q2. Completele background, internship
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Interview questions from similar companies
Senior Wealth Manager Interview Questions & Answers
Motilal Oswal Financial Services
Anonymous
posted on 10 Jan 2025
(1 Question)
- Q1. Asked about ex company experience and performance.
(1 Question)
- Q1. Discussed about career and discussed about role.
(1 Question)
- Q1. One to one round done with zonal head of pcg pune. Checked previous performance and discussed about their expectations.
I applied via campus placement at Indian Institute of Management (IIM), Lucknow and was interviewed in Oct 2024. There were 3 interview rounds.
15 mins, Digital Rupee
(1 Question)
- Q1. Questions on how would you improve a credit card
(1 Question)
- Q1. Why HSBC? What do you know about credit cards?
- Ans.
HSBC offers a wide range of credit cards with various benefits and rewards, making it a popular choice for customers.
HSBC offers a variety of credit cards tailored to different needs and lifestyles
Their credit cards come with perks such as cashback, travel rewards, and exclusive discounts
HSBC has a strong reputation for customer service and security measures in place to protect cardholders
The bank also provides online ...
CHETAN GUPTA
(4 Questions)
- Q1. Taxation related
- Q2. Life insurance question
- Q3. Health insurance question
- Q4. Past work and experience
Wealth Advisor Interview Questions & Answers
Motilal Oswal Financial Services
Anonymous
posted on 27 Dec 2024
Selected
I applied via Referral and was interviewed in Nov 2024. There was 1 interview round.
(2 Questions)
- Q1. What is your knowledge about the stock market?
- Ans.
I have a strong understanding of the stock market, including key concepts, trends, and investment strategies.
Knowledge of key stock market indices such as the S&P 500 and Dow Jones Industrial Average
Understanding of fundamental analysis and technical analysis
Awareness of market trends, economic indicators, and geopolitical events that impact stock prices
Familiarity with different investment strategies such as value...
- Q2. Do you have any prior experience in sales?
- Ans.
Yes, I have over 5 years of experience in sales, including selling financial products and services.
I have worked in sales for over 5 years
I have experience selling financial products and services
I have a proven track record of meeting sales targets
I applied via Walk-in
Interview Preparation Tips
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
Selected
I applied via Company Website and was interviewed in May 2024. There were 2 interview rounds.
A very simple test to test our aptitude skills
(1 Question)
- Q1. Tell about the Indian ecoy
- Ans.
The Indian economy is one of the fastest growing economies in the world, driven by diverse sectors such as agriculture, manufacturing, services, and technology.
India is the 5th largest economy in the world by nominal GDP.
The economy is driven by sectors such as IT, pharmaceuticals, agriculture, and textiles.
India is known for its large consumer market and growing middle class.
The government has implemented various econ...
Interview Preparation Tips
Private Wealth Manager Interview Questions & Answers
Motilal Oswal Financial Services
Anonymous
posted on 13 Feb 2025
Selected
I was interviewed in Aug 2024.
(2 Questions)
- Q1. About your experience and skills
- Q2. About what is the best way you can sell
Interview Preparation Tips
I applied via Job Portal
(1 Question)
- Q1. What is wealth management?
- Ans.
Wealth management is a comprehensive financial advisory service that combines investment advice, financial planning, and other financial services to help individuals and families grow, protect, and manage their wealth.
Wealth management involves creating a personalized financial plan based on the client's goals, risk tolerance, and time horizon.
It includes investment management, where the wealth manager selects and mana...
Senior Wealth Manager Interview Questions & Answers
Motilal Oswal Financial Services
Anonymous
posted on 24 Jun 2024
Selected
I applied via Recruitment Consulltant and was interviewed before Jun 2023. There was 1 interview round.
(4 Questions)
- Q1. Mutual Funds details.
- Q2. Market Knowledge
- Q3. Structured Product
- Q4. PMS/AIF details basic
Interview Preparation Tips
- Mutual
- Pms/AIF
- Market knowledge
ICICI Securities Interview FAQs
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ICICI Securities Interviews By Designations
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ICICI Securities Associate Wealth Manager Interview Process
based on 1 interview
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ICICI Securities Associate Wealth Manager Reviews and Ratings
based on 20 reviews
Rating in categories
|
Senior Relationship Manager
1.1k
salaries
|  ₹2.2 L/yr - ₹6 L/yr |
|
Assistant Manager
682
salaries
| ₹2.6 L/yr - ₹8.5 L/yr |
|
Relationship Manager
282
salaries
| ₹1.5 L/yr - ₹8.5 L/yr |
|
Manager
274
salaries
| ₹4.2 L/yr - ₹12 L/yr |
|
Senior Sales Manager
271
salaries
| ₹2.3 L/yr - ₹4.5 L/yr |
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