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IIFL Finance Financial Planner Interview Questions and Answers

Updated 7 Oct 2021

IIFL Finance Financial Planner Interview Experiences

1 interview found

Financial Planner Interview Questions & Answers

user image Anonymous

posted on 7 Oct 2021

I applied via Campus Placement and was interviewed in Apr 2021. There were 3 interview rounds.

Interview Questionnaire 

2 Questions

  • Q1. Brief about Financial Planning.
  • Ans. 

    Financial planning is the process of creating a roadmap to achieve financial goals through budgeting, investing, and risk management.

    • Financial planning involves setting financial goals and creating a plan to achieve them.

    • It includes budgeting, investing, and risk management to ensure financial stability.

    • Financial planners help individuals and businesses create and implement financial plans.

    • Examples of financial goals i...

    • Answered by AI
    Add your answer
  • Q2. Difference between investment in equities and mutual funds.
  • Ans. 

    Equities are direct ownership in a company while mutual funds are a pool of investments managed by professionals.

    • Equities offer higher potential returns but also higher risk

    • Mutual funds offer diversification and professional management

    • Equities require more research and monitoring

    • Mutual funds have fees and expenses

    • Equities offer voting rights and dividends

    • Mutual funds offer liquidity and ease of buying/selling

    • Equities a...

    • Answered by AI
    Add your answer

Interview Preparation Tips

Interview preparation tips for other job seekers - My interview experience was positive. If basics are clear then it will be easy to crack. Just know your resume well.

Top trending discussions

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Interview Tips & Stories
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an operations executive
Job Market Seems to Be Opening Up Again!
I've been getting more interview calls recently, and after months of silence., it’s a relief! Things are looking better out there. Keep building your skills and applying, guys. Patience does pay off! For context: I have about 5 years of experience in the IT field, currently working as a security analyst (contract role) for the past 6 months. I've been applying for analyst roles at junior/mid-level positions open to hybrid and remote setups. Certifications I’ve done so far include CEH, CCNA, AWS Practitioner, and Splunk Essentials. What’s been your experience with job hunting lately? Let’s help each other out!
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Interview questions from similar companies

Financial Analyst Interview Questions & Answers

Mahindra Rural Housing Finance user image Anonymous

posted on 17 Jun 2024

Interview experience
3
Average
Difficulty level
-
Process Duration
-
Result
Selected Selected
Round 1 - Aptitude Test 

Aptitude test It differs from a knowledge-based test in that it does not require familiarity with a particular subject

Round 2 - Aptitude Test 

Evaluates your potential to succeed in a certain area by looking at your strengths and weaknesses in particular abilities

Round 3 - Technical 

(4 Questions)

  • Q1. Why should we hire you?
    • Add your answer
  • Q2. Evaluates the job knowledge and domain expertise of prospective hires.
    • Add your answer
  • Q3. Domain knowledge is the collection of skills and expertise specific to a particular financial field or other industry.
    • Add your answer
  • Q4. As a fresher I believe it is a great fit for my skills and interest. I'm excited about this opportunity in financial analyst.
    • Add your answer
Round 4 - Communication 

(2 Questions)

  • Q1. How would you describe yourself?
    • Add your answer
  • Q2. Describe your communication skills
    • Add your answer

Interview Preparation Tips

Topics to prepare for Mahindra Rural Housing Finance Financial Analyst interview:
  • Financial Analysis
Interview preparation tips for other job seekers - Help someone during the job search process by researching relevant role also helping them prepare for interview and assisting with them there networking efforts and recommending professional development opportunities.

Financial Associate Interview Questions & Answers

Muthoot Fincorp user image Anonymous

posted on 23 Jan 2025

Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I was interviewed in Dec 2024.

Round 1 - Aptitude Test 

Finance , business development

Interview Preparation Tips

Interview preparation tips for other job seekers - Mathematics related questions

Financial Controller Interview Questions & Answers

Bajaj Finance user image Anonymous

posted on 31 Aug 2024

Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
-

I applied via Walk-in

Round 1 - Group Discussion 

Managers will ask you about your calculation and about your conversation skills & about your graduation and customer handling process because the all the work done on shop and mall etc. and like you are only responsible for handling customer for their needs on emi process you will have to do EMI for customer products and Bajaj can finance all the products available in market even cosmetic surgeries also that's why bajaj is number 1 NBFC in India then you will called Finance Officer or Bajaj Field Executive.

Interview Preparation Tips

Interview preparation tips for other job seekers - Don't worry be confident and don't worry about calculation because when you processing emi process all details are on your front in your system and mobile it's very easy not much hard but make sure when you new to any shop and any other mall or shop or store where manager will assign you as a finance officer dealer (owner) will be little bit frustrate on you because you r new and not doing work fast as experienced executive do so make sure to increase your speed and taking overall knowledge of doing emi process on training period ok All the best.

Financial Consultant Interview Questions & Answers

HDB Financial Services user image Anonymous

posted on 30 May 2024

Interview experience
3
Average
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Walk-in and was interviewed in Apr 2024. There was 1 interview round.

Round 1 - Technical 

(3 Questions)

  • Q1. Financial questions
    • Add your answer
  • Q2. Percentages and financial and market updates
    • Add your answer
  • Q3. Percentages and financial market updated
    • Add your answer

Interview Preparation Tips

Interview preparation tips for other job seekers - It was good company for freshers

Financial Analyst Interview Questions & Answers

Manappuram Finance user image Anonymous

posted on 29 Jun 2024

Interview experience
4
Good
Difficulty level
-
Process Duration
-
Result
-
Round 1 - HR 

(2 Questions)

  • Q1. Name or graduate
    • Add your answer
  • Q2. Work experience
    • Add your answer

Interview Preparation Tips

Interview preparation tips for other job seekers - Financial management

Credit Executive Interview Questions & Answers

Shriram Finance user image Anonymous

posted on 7 Apr 2024

Interview experience
5
Excellent
Difficulty level
Easy
Process Duration
-
Result
Selected Selected

I applied via Walk-in and was interviewed before Apr 2023. There was 1 interview round.

Round 1 - One-on-one 

(2 Questions)

  • Q1. What Do you know about Shriram Finance
  • Ans. 

    Shriram Finance is a leading non-banking financial company in India providing various financial services.

    • Shriram Finance is a part of the Shriram Group, which was founded in 1974.

    • It offers services such as vehicle financing, personal loans, and business loans.

    • The company has a strong presence in rural and semi-urban areas, catering to the financial needs of underserved populations.

    • Shriram Finance has a wide network of ...

    • Answered by AI
    Add your answer
  • Q2. What do you know about income tax
  • Ans. 

    Income tax is a tax imposed by the government on individuals and businesses based on their income.

    • Income tax is a direct tax that is levied on the income of individuals and businesses.

    • It is calculated based on the income earned in a specific period, usually a year.

    • Income tax rates can vary depending on the amount of income earned and the tax laws of the country.

    • Income tax is used by the government to fund public servic...

    • Answered by AI
    Add your answer

Interview Preparation Tips

Interview preparation tips for other job seekers - Best Working Place

Financial Analyst Interview Questions & Answers

TVS Credit user image Anonymous

posted on 19 Jul 2023

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

I applied via Company Website and was interviewed in Jun 2023. There were 3 interview rounds.

Round 1 - Resume Shortlist 
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
Round 2 - Aptitude Test 

Financial statements analysis

Round 3 - HR 

(3 Questions)

  • Q1. 1.Can you tell me about your self
  • Ans. Thank you sir giving me this opportunity to introduce myself My Name is Harshal Sanjay Salunkhe I’m from bhusawal I’m a student I did graduate in B.com from Dr.Babasaheb university Aurangabad I’m currently complete post graduate MBA
    • Answered Anonymously
    Add your answer
  • Q2. Why are you interested in working forever TVS
    • Add your answer
  • Q3. Strong reputation-TVS
    • Add your answer

Financial Accountant Interview Questions & Answers

SMFG India Credit user image Anonymous

posted on 28 Nov 2022

Round 1 - Resume Shortlist 
Pro Tip by AmbitionBox:
Don’t add your photo or details such as gender, age, and address in your resume. These details do not add any value.
View all tips
Round 2 - Technical 

(1 Question)

  • Q1. Technical questions related to my experience
    • Add your answer
Round 3 - HR 

(2 Questions)

  • Q1. Why am I leaving organisation
    • Add your answer
  • Q2. How did i contribute
    • Add your answer

Interview Preparation Tips

Interview preparation tips for other job seekers - You will crack it, don't worry . Its manageable . Negotiate well.

Financial Analyst Interview Questions & Answers

Asirvad Microfinance user image Anonymous

posted on 21 May 2024

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

I applied via Walk-in and was interviewed before May 2023. There was 1 interview round.

Round 1 - One-on-one 

(1 Question)

  • Q1. Aap job kyu karna chahte ho
  • Ans. Yes I am 21 + and mujhe bhi apna cariar start karna he But abhi tak mujhe mera relieving letter nahi mila na hi offer letter mila
    • Answered Anonymously
    Add your answer

Interview Preparation Tips

Topics to prepare for Asirvad Microfinance Financial Analyst interview:
  • Marketing
  • Management
Interview preparation tips for other job seekers - Good company Asirwad microfinance
Cariar ke liye best hai
More about working at IIFL Finance

IIFL Finance Interview FAQs

How to prepare for IIFL Finance Financial Planner 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 IIFL Finance. The most common topics and skills that interviewers at IIFL Finance expect are Finance, Financial Planning, CFA, CFP and Financial Advisory.
What are the top questions asked in IIFL Finance Financial Planner interview?

Some of the top questions asked at the IIFL Finance Financial Planner interview -

  1. Difference between investment in equities and mutual fun...read more
  2. Brief about Financial Planni...read more

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IIFL Finance Financial Planner Salary
based on 6 salaries
₹3.6 L/yr - ₹12.8 L/yr
87% more than the average Financial Planner Salary in India
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