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Investimento Welfare Advisors Financial Service Advisor Interview Questions and Answers
Investimento Welfare Advisors Financial Service Advisor Interview Experiences
1 interview found
Anonymous
Selected
I applied via LinkedIn and was interviewed in Feb 2023. There were 3 interview rounds.
(3 Questions)
- Q1. Do you have Sales Experience?
- Ans. Just share your Sales experiences and also tell which types of sales you are done.
- Q2. Do you have Stock market knowledge?
- Ans.
Yes, I have a good understanding of the stock market.
I have been following the stock market for several years and regularly read financial news.
I have experience in analyzing stock trends and making investment recommendations.
I am familiar with different types of stocks, such as common and preferred stocks, and understand the risks associated with investing.
I have also worked with clients to develop investment portfoli...
- Q3. If you have some basic knowledge about the stock/share market so plz tell and also tell the how stock market works.
(2 Questions)
- Q1. How many languages do you know?
- Ans.
I am proficient in three languages: English, Spanish, and French.
I am fluent in English, which is my native language.
I learned Spanish in school and have continued to practice it through travel and conversation.
I studied French in college and have maintained my proficiency through reading and watching French films.
- Q2. If you know the 2-3 languages it's good but the main part is you must have to know the Hindi Language.
Interview Preparation Tips
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(2 Questions)
- Q1. Long term goals
- Q2. What do you envision for yourself in five years?
- Ans.
In five years, I envision myself as a senior financial analyst leading a team and contributing to strategic decision-making for the company.
Advancing to a senior financial analyst role
Leading a team of analysts
Contributing to strategic decision-making for the company
Interview Preparation Tips
Kirti Ranjan Das
Selected
I applied via Company Website and was interviewed in Oct 2023. There were 7 interview rounds.
Concentrate on the questions and answer accordingly. I am sure it can be cracked within the time limit
(1 Question)
- Q1. It was an operational round completely based on experience and a situation that you have experience and how you have tackeled it and was there any other way it can be tackled.
(1 Question)
- Q1. It was also an operational round and the questions were around the improvement idea's, lean ideas and implementation of those ideas in the process that I am working.
(1 Question)
- Q1. It was also an operational round where the questions were acound issues and problems in the transition process. How the improvement ideas have helped in increasing productivity, reducing manual efforts and...
(1 Question)
- Q1. It was also an operational round in which the questions were basically around how to improve quality of work and implement ideas for a target driven process.
(1 Question)
- Q1. This was also an operational round but the questions were more around ensuring quality of work, ensuring one time resolutions and what are the different ways to achieve these with the experience you carry,...
Interview Preparation Tips
Ex- When you have started what was the number and post adding your ideas and experiences how the number has changed and as a process owner how you were able to track the change.
Like you can say when I started the profit was 10% but it grow upto 15%, you should have a valid example and you ahould be able to justify your answer with the data points in your current job.
I applied via Referral and was interviewed in Feb 2024. There was 1 interview round.
(2 Questions)
- Q1. Management fee how is calculated
- Ans.
Management fee is typically calculated as a percentage of assets under management.
Management fee is usually calculated as a percentage of the total assets under management.
The percentage can vary depending on the investment firm and the type of assets being managed.
For example, a management fee of 1% means that the investor pays 1% of their total assets as a fee each year.
Management fees are typically charged annually ...
- Q2. Private equity and real estate funds
Interview Preparation Tips
(2 Questions)
- Q1. Kyc related activity
- Q2. Entities how to check UBo
- Ans.
Entities can check Ultimate Beneficial Owners (UBOs) through various methods such as ownership structure analysis, document verification, and conducting interviews.
Analyze ownership structure to identify UBOs
Verify documents such as shareholder agreements and corporate records
Conduct interviews with key individuals to determine UBOs
Use technology tools like KYC software to assist in UBO identification
Selected
I applied via Referral and was interviewed in Aug 2023. There were 4 interview rounds.
(3 Questions)
- Q1. Basic interview questions
- Q2. Basic interview questionss
- Q3. Basic interview questionsss
(3 Questions)
- Q1. Last experience question
- Q2. Last interview questionss
- Q3. Last company question
Write a paragaraph on it on amcat
Interview Preparation Tips
(5 Questions)
- Q1. What is finance means?
- Ans.
Finance is the management of money and investments.
Finance involves managing money, investments, and other financial assets.
It includes activities such as budgeting, investing, and analyzing financial data.
Finance helps individuals and organizations make informed financial decisions.
Examples of finance include banking, investing in stocks, and creating financial plans.
- Q2. What is HR means?
- Ans.
HR stands for Human Resources, which is a department within an organization responsible for managing employee relations, recruitment, training, and benefits.
HR is responsible for recruiting and hiring new employees.
HR manages employee relations and ensures a positive work environment.
HR handles training and development programs for employees.
HR administers employee benefits and compensation.
HR ensures compliance with l...
- Q3. What was the recruitment?
- Q4. It is you hr and finance?
- Q5. Why should me hide?
Interview Preparation Tips
I applied via Company Website and was interviewed in Oct 2023. There were 3 interview rounds.
By giving a options to the relevant questions and give a much time to answer
(1 Question)
- Q1. Tell me about the company Tell me what you have learnt in the academic
Selected
I applied via campus placement at Symbiosis Centre For Management and HRD (SCMHRD) and was interviewed before Dec 2023. There were 2 interview rounds.
Need to provide Business enhancement solution for pure play retail with online contenders.
(1 Question)
- Q1. Explain your past experience
I applied via Approached by Company
Online of the aptitude test is comfortable
(1 Question)
- Q1. Bank related questions for example account, finance
Interview Preparation Tips
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Investimento Welfare Advisors Financial Service Advisor Interview Process
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