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IDFC FIRST Bank Wealth Manager Interview Questions and Answers

Updated 7 Apr 2022

2 interviews found

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Wealth Manager Interview Questions

user image Anonymous

posted on 7 Apr 2022

I applied via Naukri.com and was interviewed in Oct 2021.

2 Interview Rounds

1

HR Round (5 Questions)

  • Q1. What are your strengths and weaknesses?
  • Q2. Why are you looking for a change?
  • Q3. Share details of your previous job.
  • Q4. What are your salary expectations?
  • Q5. Tell me about yourself.
2

One-on-one Round (1 Question)

  • Q1. With Branch Manager : About your abilities and customer service ,convincing skills , also about TPP product knowledge .

Interview Preparation Tips

Interview preparation tips for other job seekers - Just be confident , be formal , and Don't be nervous.
Whenever you face interview always have eye to eye contact with the person sitting next to you which brings confidence.

Wealth Manager Interview Questions

user image Anonymous

posted on 22 Jun 2021

I applied via Campus Placement and was interviewed before Jun 2020.

1 Interview Round

Interview Questions

  • Q1. Introduce yourself; How will you design a campaign to attract more consumers to the bank; What is your understanding of Wealth Management; What is equity and de...read more Add Answer

Interview Preparation Tips

Interview preparation tips for other job seekers - Always be confident, smile and do not rush while answering, take a pause and then answer. Take time to frame your answers.

Interview questions from similar companies

Interview experience
5
 Excellent
Difficulty level
 -
Duration
 -
Result
 -

3 Interview Rounds

1

Aptitude Test Round

All are situation questions

2

HR Round (1 Question)

  • Q1. Full form of icici
3

HR Round (1 Question)

  • Q1. Why do want job in ICICI bank

Wealth Manager Interview Questions

HDFC Bank user image Saheli Ghose

posted on 25 Feb 2024

Interview experience
3
 Average
Difficulty level
 Moderate
Duration
 Less than 2 weeks
Result
 No response

I applied via Naukri.com and was interviewed in Jan 2024.

1 Interview Round

1

HR Round (1 Question)

  • Q1. Previous experience and CTC

I applied via Recruitment Consultant and was interviewed in Aug 2019.

Interview Questions

  • Q1. Total size of current Portfolio and experience with various wealth products.How much assets allocation and revenue generation done in earlier organisation.Work ...read more View Answers (1)

Interview Preparation Tips

Interview preparation tips for other job seekers - BE Confident,share your current and previous experience. DONT give any unrealistic figures and please understand the interviewer question and expectation of organisation in hiring .
Interview experience
2
 Poor
Difficulty level
 -
Duration
 -
Result
 -

1 Interview Round

1

HR Round (2 Questions)

  • Q1. What is rmg ?
  • Q2. Long distance transfer

Interview Preparation Tips

Interview preparation tips for other job seekers - Hr policy is zero and not value of hr person
Interview experience
4
 Good
Difficulty level
 Moderate
Duration
 Less than 2 weeks
Result
Selected  Selected

I applied via Campus Placement and was interviewed before Mar 2023.

1 Interview Round

1

One-on-one Round (2 Questions)

  • Q1. Have market overview
  • Q2. CV walk through
Interview experience
4
 Good
Difficulty level
 -
Duration
 -
Result
 -

1 Interview Round

1

One-on-one Round (1 Question)

  • Q1. Explain different banking products
Interview experience
2
 Poor
Difficulty level
 Easy
Duration
 Less than 2 weeks
Result
Selected  Selected

I applied via Recruitment Consulltant and was interviewed before Oct 2023.

2 Interview Rounds

1

HR Round (1 Question)

  • Q1. What was my past exerience
2

One-on-one Round (1 Question)

  • Q1. What is customer servicing experience
Interview experience
5
 Excellent
Difficulty level
 Hard
Duration
 Less than 2 weeks
Result
Selected  Selected

I applied via Referral and was interviewed in Dec 2022.

1 Interview Round

1

HR Round (2 Questions)

  • Q1. Self Introduction Work Experience Knowledge about banking and process
  • Q2. Banking products Work experience in detail Location to work panindia

Interview Preparation Tips

Interview preparation tips for other job seekers - Good place to work. Nice atmosphere. everything is in streamline here..process which guides a newcomer easily..

IDFC FIRST Bank Interview FAQs

How many rounds are there in IDFC FIRST Bank Wealth Manager interview?
IDFC FIRST Bank interview process usually has 2 rounds. The most common rounds in the IDFC FIRST Bank interview process are HR and One-on-one Round.
How to prepare for IDFC FIRST Bank Wealth Manager interview?
Go through your CV in detail and study all the technologies mentioned in your CV. Prepare at least two technologies or languages in depth if you are appearing for a technical interview at IDFC FIRST Bank. The most common topics and skills that interviewers at IDFC FIRST Bank expect are Customer Service, Due Diligence, Fixed Income, Market Intelligence and Networking.

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People are getting interviews through

based on 2 IDFC FIRST Bank interviews
Job Portal
Campus Placement
50%
50%
Moderate Confidence
?
Moderate Confidence means the data is based on a sufficient number of responses received from the candidates

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IDFC FIRST Bank Wealth Manager Salary
based on 45 salaries
₹6 L/yr - ₹15.2 L/yr
22% more than the average Wealth Manager Salary in India
View more details

IDFC FIRST Bank Wealth Manager Reviews and Ratings

based on 4 reviews

3.4/5

Rating in categories

2.7

Skill development

4.3

Work-Life balance

3.4

Salary & Benefits

4.2

Job Security

4.7

Company culture

3.8

Promotions/Appraisal

3.3

Work Satisfaction

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