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ICICI Securities Wealth Manager Interview Questions and Answers
ICICI Securities Wealth Manager Interview Experiences
3 interviews found
Anonymous
Selected
I applied via Campus Placement
(1 Question)
- Q1. Preferred location Expertise in handling sales
- Ans.
I prefer to work in a location with a strong sales market and potential for growth.
Prefer location with high demand for sales professionals
Seek opportunities in areas with growing industries
Consider cities with established sales networks, such as New York or San Francisco
Interview Questionnaire
2 Questions
- Q1. WHATS IS YOUR BOOK MAKE UP
- Q2. IT REQUIRES NOS OF CLIENT , AUM HANDLED BY YOU , EQUITY AND NON EQUITY AUM ETC
I applied via Campus Placement and was interviewed before Mar 2021. There was 1 interview round.
(1 Question)
- Q1. Plan a portfolio for a client
- Ans.
A portfolio should be tailored to the client's goals, risk tolerance, and time horizon.
Assess the client's risk tolerance and investment goals
Diversify the portfolio across asset classes and sectors
Consider the client's time horizon and liquidity needs
Regularly review and rebalance the portfolio
Examples of asset classes: stocks, bonds, real estate, commodities
Examples of sectors: technology, healthcare, energy
Consider
Interview Preparation Tips
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Interview questions from similar companies
Kathiresh K
Selected
I applied via Recruitment Consulltant and was interviewed before Nov 2022. There were 5 interview rounds.
(1 Question)
- Q1. Introduction to know the candidate
Adsignment based on JD
(1 Question)
- Q1. Final interview round to present case and other questions
(1 Question)
- Q1. Questions on role and compensation
Interview Preparation Tips
Interview Questionnaire
1 Question
- Q1. Experience of handling financial products
- Ans.
I have extensive experience in handling a wide range of financial products, including stocks, bonds, mutual funds, and derivatives.
Managed a diverse portfolio of stocks and bonds for high net worth clients
Developed and implemented investment strategies for mutual funds
Traded options and futures contracts to hedge risk and generate alpha
Conducted thorough research and analysis to identify attractive investment opportuni...
Interview Preparation Tips
I applied via Campus Placement and was interviewed in Feb 2022. There was 1 interview round.
(1 Question)
- Q1. Tell me something about you
Interview Preparation Tips
Selected
I applied via Recruitment Consulltant and was interviewed before Jan 2022. There were 4 interview rounds.
Aptitude, logical reasoning,sales point of view and based on situations etc.
(1 Question)
- Q1. All about us which was mentioned in CV
(1 Question)
- Q1. All one and one round with concerned department
Interview Preparation Tips
Be confident.
Working Industry knowledge on tips.
Situations based questions and many more questions are there.
Simple topics
(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...
Interview Preparation Tips
Abdul Sohail
Selected
I applied via Approached by Company and was interviewed in Mar 2023. There were 2 interview rounds.
(2 Questions)
- Q1. 1. Equity markets 2. Advisory
- Q2. Be confident and answer all the questions
Interview Preparation Tips
Selected
I applied via Naukri.com and was interviewed in Aug 2022. There were 4 interview rounds.
(4 Questions)
- Q1. Questions related to previous experience
- Q2. What was book size you handled?
- Q3. How many clients did you service on single day?
- Q4. How many clients can you bring to our company?
(3 Questions)
- Q1. Where do you see yourself in next 2 years
- Q2. If you want to suggest a company to buy what stock would it be ?
- Ans.
I would suggest buying stock in Amazon.
Amazon has consistently shown growth and profitability in recent years.
Their dominance in the e-commerce market and expansion into other industries make them a strong investment choice.
Their innovative technology and focus on customer experience also contribute to their success.
Amazon's stock has a high price, but its potential for long-term growth makes it a worthwhile investment
- Q3. Why do you want to suggest this company?
(3 Questions)
- Q1. What is your previous take home?
- Q2. What is your expected CTC?
- Ans.
My expected CTC is in line with industry standards and commensurate with my experience and skills.
I have researched the industry standards for Assistant Manager roles and have a realistic expectation.
My expected CTC is based on my experience and skills, which I believe are valuable to the company.
I am open to negotiation and willing to discuss the details of the compensation package.
I am looking for a fair and competit...
- Q3. Do you have any offer in hand ?
Interview Preparation Tips
ICICI Securities Interview FAQs
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ICICI Securities Interviews By Designations
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ICICI Securities Wealth Manager Interview Process
based on 1 interview
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ICICI Securities Wealth Manager Reviews and Ratings
based on 28 reviews
Rating in categories
|
Senior Relationship Manager
1.1k
salaries
|  ₹0 L/yr - ₹0 L/yr |
|
Assistant Manager
677
salaries
| ₹0 L/yr - ₹0 L/yr |
|
Relationship Manager
288
salaries
| ₹0 L/yr - ₹0 L/yr |
|
Manager
273
salaries
| ₹0 L/yr - ₹0 L/yr |
|
Senior Sales Manager
270
salaries
| ₹0 L/yr - ₹0 L/yr |
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