ICICI Securities Wealth Manager Interview Questions and Answers

Q1. How many clients you can shift from your current location?
Ans. 
The number of clients that can be shifted depends on various factors such as client loyalty, distance, and ease of transition.
• Consider the loyalty of your clients - long-term clients may be less likely to shift

• Evaluate the distance between your current location and potential new locations

• Assess the ease of transition for clients - factors such as convenience and service quality may impact their decision

• Offer incentives...read more
Answered by AI
Add your answer
Q2. What is your present AUM size
Ans. 
Our present AUM size is $500 million.
• Our current AUM size is $500 million

• We have successfully managed assets worth $500 million

• Our AUM has reached $500 million
Answered by AI
Add your answer

A very simple test to test our aptitude skills

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...read more
Answered by AI
Add your answer

Artificial intelligence

Q1. Salary discussion
Add your answer

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...read more
Answered by AI
View 1 more answer

Q1. What you know about company Prior experience Technical terms
Add your answer