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ICICI Securities Wealth Manager Interview Questions and Answers

Updated 19 Feb 2024

3 interviews found

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Wealth Manager Interview Questions

user image Anonymous

posted on 17 Mar 2022

I applied via Campus Placement and was interviewed before Mar 2021.

1 Interview Round

1

One-on-one Round (1 Question)

  • Q1. Plan a portfolio for a client

Interview Preparation Tips

Interview preparation tips for other job seekers - Go confident and be aware of the investment ideas

Wealth Manager Interview Questions

user image Anonymous

posted on 19 Feb 2024

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

I applied via Campus Placement

1 Interview Round

1

One-on-one Round (1 Question)

  • Q1. Preferred location Expertise in handling sales

Wealth Manager Interview Questions

user image Anonymous

posted on 19 Jun 2021

Interview Questions

  • Q1. WHATS IS YOUR BOOK MAKE UP Add Answer
  • Q2. IT REQUIRES NOS OF CLIENT , AUM HANDLED BY YOU , EQUITY AND NON EQUITY AUM ETC Add Answer

Interview questions from similar companies

Interview experience
5
 Excellent
Difficulty level
 Moderate
Duration
 -
Result
 -

I applied via campus placement at Indian Institute of Management (IIM), Lucknow and was interviewed in Oct 2024.

3 Interview Rounds

1

Group Discussion Round

15 mins, Digital Rupee

2

One-on-one Round (1 Question)

  • Q1. Questions on how would you improve a credit card
3

One-on-one Round (1 Question)

  • Q1. Why HSBC? What do you know about credit cards?

Wealth Manager Interview Questions

Bajaj Capital user image CHETAN GUPTA

posted on 22 Aug 2024

Interview experience
5
 Excellent
Difficulty level
 -
Duration
 -
Result
 -

1 Interview Round

1

Technical Round (4 Questions)

  • Q1. Taxation related
  • Q2. Life insurance question
  • Q3. Health insurance question
  • Q4. Past work and experience
Interview experience
2
 Poor
Difficulty level
 Moderate
Duration
 Less than 2 weeks
Result
Selected  Selected

I applied via Naukri.com and was interviewed before Sep 2023.

1 Interview Round

1

Face to face interview Round (2 Questions)

  • Q1. How many clients you can shift from your current location?
  • Q2. What is your present AUM size

Interview Preparation Tips

Interview preparation tips for other job seekers - Don't join to ruin your career because the internal politics is the WORST and no one would ever come to help you while you seek it the most.
Interview experience
3
 Average
Difficulty level
 Moderate
Duration
 Less than 2 weeks
Result
Selected  Selected

I applied via Company Website and was interviewed in May 2024.

2 Interview Rounds

1

Aptitude Test Round

A very simple test to test our aptitude skills

2

One-on-one Round (1 Question)

  • Q1. Tell about the Indian ecoy

Interview Preparation Tips

Interview preparation tips for other job seekers - Learn about the current affairs

I applied via Walk-in and was interviewed in Mar 2023.

3 Interview Rounds

1

Resume Shortlist Round

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
2

Group Discussion Round

Artificial intelligence

3

HR Round (1 Question)

  • Q1. Salary discussion

Interview Preparation Tips

Interview preparation tips for other job seekers - Be prepared well
Interview experience
3
 Average
Difficulty level
 -
Duration
 -
Result
 -

I applied via Job Portal

1 Interview Round

1

One-on-one Round (1 Question)

  • Q1. What is wealth management?
Interview experience
3
 Average
Difficulty level
 Easy
Duration
 Less than 2 weeks
Result
Selected  Selected

I applied via Naukri.com and was interviewed before Apr 2023.

1 Interview Round

1

One-on-one Round (1 Question)

  • Q1. What you know about company Prior experience Technical terms

ICICI Securities Interview FAQs

How many rounds are there in ICICI Securities Wealth Manager interview?
ICICI Securities interview process usually has 1 rounds. The most common rounds in the ICICI Securities interview process are One-on-one Round.
What are the top questions asked in ICICI Securities Wealth Manager interview?

Some of the top questions asked at the ICICI Securities Wealth Manager interview -

  1. Preferred location Expertise in handling sa...read more
  2. Plan a portfolio for a cli...read more
  3. IT REQUIRES NOS OF CLIENT , AUM HANDLED BY YOU , EQUITY AND NON EQUITY AUM ...read more

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People are getting interviews through

based on 2 ICICI Securities interviews
Campus Placement
100%
Moderate Confidence
?
Moderate Confidence means the data is based on a sufficient number of responses received from the candidates

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ICICI Securities Wealth Manager Salary
based on 165 salaries
₹4 L/yr - ₹10 L/yr
10% less than the average Wealth Manager Salary in India
View more details

ICICI Securities Wealth Manager Reviews and Ratings

based on 28 reviews

3.7/5

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3.4

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3.1

Work-Life balance

3.6

Salary & Benefits

3.6

Job Security

3.3

Company culture

3.6

Promotions/Appraisal

3.0

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