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Jama Wealth Wealth Manager Interview Questions and Answers

Updated 12 Feb 2024

Jama Wealth Wealth Manager Interview Experiences

2 interviews found

Wealth Manager Interview Questions & Answers

user image PRAVEEN KUMAR MEKALA

posted on 12 Feb 2024

Interview experience
3
Average
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Not Selected

I applied via Campus Placement and was interviewed in Jan 2024. There was 1 interview round.

Round 1 - HR 

(1 Question)

  • Q1. Introduce Yourself, Primary secondary market

Interview Preparation Tips

Interview preparation tips for other job seekers - Well prepared with basics

Wealth Manager Interview Questions & Answers

user image PRAVEEN KUMAR MEKALA

posted on 12 Feb 2024

Interview experience
2
Poor
Difficulty level
Moderate
Process Duration
4-6 weeks
Result
Not Selected

I applied via Campus Placement and was interviewed in Jan 2024. There was 1 interview round.

Round 1 - HR 

(2 Questions)

  • Q1. Tell me about your self
  • Q2. What do you know about Jama and market
  • Ans. 

    Jama is a wealth management company that operates in the market.

    • Jama is a wealth management company.

    • They provide services in the market.

    • They offer investment advice and portfolio management.

    • Jama helps clients grow and protect their wealth.

    • They may offer services such as financial planning and retirement planning.

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Deep Study in Market

Wealth Manager Interview Questions Asked at Other Companies

Q1. What is wealth? How will you source business in new place or metr ... read more
Q2. Total size of current Portfolio and experience with various wealt ... read more
asked in Edelweiss
Q3. What is insurance What is bonds Family background
Q4. What is SIP ,Mutual fund .insurance .
Q5. What has been your experience with the profit and loss of your pe ... read more

Interview questions from similar companies

I applied via Referral and was interviewed before Jun 2021. There were 2 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 - One-on-one 

(1 Question)

  • Q1. Situation Based Basic formulas rolls and responsibilities

Interview Preparation Tips

Interview preparation tips for other job seekers - Great leadership team to work with, Good learning,

I applied via Job Portal and was interviewed before Apr 2021. There were 6 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 - HR 

(5 Questions)

  • Q1. Share details of your previous job.
  • Q2. Tell me about yourself.
  • Q3. Why are you looking for a change?
  • Q4. What is your family background?
  • Q5. What are your salary expectations?
Round 3 - Aptitude Test 
Round 4 - Technical 

(1 Question)

  • Q1. Basic domain questions Case study Earlier profile
Round 5 - Excel 

(1 Question)

  • Q1. Advance excel test like conditions, nesting, formatting
Round 6 - One-on-one 

(1 Question)

  • Q1. Multiple questions were there

Interview Preparation Tips

Interview preparation tips for other job seekers - Please stick with the basics and properly define what you are doing currently also go through the JD

I applied via LinkedIn and was interviewed before Mar 2021. 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 - Technical 

(1 Question)

  • Q1. Related to previous work and project
Round 3 - HR 

(1 Question)

  • Q1. Why are you looking for a change?

Interview Preparation Tips

Interview preparation tips for other job seekers - Self confidence is the main key

I applied via Naukri.com and was interviewed before Jul 2021. There were 2 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 - One-on-one 

(1 Question)

  • Q1. About role in previous company

Interview Preparation Tips

Interview preparation tips for other job seekers - Be confident in the interview, read job profile carefully before interview

I applied via LinkedIn and was interviewed before Nov 2020. There was 1 interview round.

Interview Questionnaire 

1 Question

  • Q1. How do you manage conflicts within team

Interview Preparation Tips

Interview preparation tips for other job seekers - Non Bias answers helps in setting the right impression.

I applied via Naukri.com and was interviewed before May 2021. There were 3 interview rounds.

Round 1 - HR 

(1 Question)

  • Q1. Basic information - Go through your resume
Round 2 - One-on-one 

(1 Question)

  • Q1. Last job experience and in depth knowledge about what we did i last organization
Round 3 - One-on-one 

(1 Question)

  • Q1. Senior manager round

Interview Preparation Tips

Interview preparation tips for other job seekers - Go prepared, be polite and honest. Never lie or add something in your resume that yout don't know

I applied via Referral and was interviewed before Mar 2021. 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 - HR 

(3 Questions)

  • Q1. What are your salary expectations?
  • Q2. Share details of your previous job.
  • Q3. Why are you looking for a change?
Round 3 - Technical 

(1 Question)

  • Q1. About process and total experience

Interview Preparation Tips

Interview preparation tips for other job seekers - Be attentive. Always provide answer to the point. Explain your full experience in good and accurate manner. You need to provide full and constrictive information about your process/operation knowledge

I applied via Recruitment Consultant and was interviewed before Dec 2020. There were 3 interview rounds.

Interview Questionnaire 

2 Questions

  • Q1. Technical competencies
  • Q2. You should mention all your technical competencies with appropriate examples. this really helps.

Interview Preparation Tips

Interview preparation tips for other job seekers - You should quote appropriate examples whenever you are talking about your previous or current projects

Jama Wealth Interview FAQs

How many rounds are there in Jama Wealth Wealth Manager interview?
Jama Wealth interview process usually has 1 rounds. The most common rounds in the Jama Wealth interview process are HR.
What are the top questions asked in Jama Wealth Wealth Manager interview?

Some of the top questions asked at the Jama Wealth Wealth Manager interview -

  1. What do you know about Jama and mar...read more
  2. Introduce Yourself, Primary secondary mar...read more

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Jama Wealth Wealth Manager Interview Process

based on 2 interviews

Interview experience

2.5
  
Poor
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Jama Wealth Wealth Manager Salary
based on 4 salaries
₹6.6 L/yr - ₹8 L/yr
At par with the average Wealth Manager Salary in India
View more details

Jama Wealth Wealth Manager Reviews and Ratings

based on 1 review

2.0/5

Rating in categories

1.0

Skill development

1.0

Work-life balance

3.0

Salary

1.0

Job security

1.0

Company culture

1.0

Promotions

1.0

Work satisfaction

Explore 1 Review and Rating
UI/UX Designer
4 salaries
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₹3 L/yr - ₹3.6 L/yr

Wealth Manager
4 salaries
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₹6.6 L/yr - ₹8 L/yr

Software Developer
3 salaries
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₹3 L/yr - ₹16 L/yr

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