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Kotak Mahindra Bank Financial Advisor Interview Questions and Answers
Kotak Mahindra Bank Financial Advisor Interview Experiences
1 interview found
I applied via Walk-in and was interviewed in May 2021. There was 1 interview round.
Interview Questionnaire
1 Question
- Q1. The break was long. Are you ready to take up fresh assignments. My background and past professional experience helped me.
Interview Preparation Tips
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Selected
I applied via Campus Placement and was interviewed in Feb 2023. There were 3 interview rounds.
Math arithmetic percentage basses question
(5 Questions)
- Q1. Your qualification or self intro
- Q2. Your hoby and how to solve any costomers problem
- Ans.
My hobby is photography. I solve customer problems by actively listening, analyzing their financial situation, and providing personalized solutions.
Active listening to understand customer needs
Analyzing financial situation to identify opportunities and risks
Providing personalized solutions tailored to customer goals
Continuous education and staying updated on financial trends
- Q3. Motivated to consumer
- Q4. Job setisfation
- Q5. Timing duration
- Ans.
Timing duration refers to the length of time it takes for a particular event or process to occur.
Timing duration can vary depending on the specific event or process being measured.
It is important to consider factors that may impact the timing duration, such as external influences or delays.
Examples of timing duration include the time it takes to complete a financial transaction, the duration of an investment holding pe...
Interview Preparation Tips
I applied via Company Website and was interviewed before Dec 2019. There were 4 interview rounds.
Interview Questionnaire
2 Questions
- Q1. 1. Sell me a pen?
- Ans.
This pen is not just a writing instrument, but a tool that enhances productivity and professionalism.
This pen is designed with a sleek and ergonomic design, providing comfort and ease of use.
It uses high-quality ink that ensures smooth and consistent writing.
The pen's durable construction guarantees long-lasting performance.
It has a convenient clip that allows for easy attachment to pockets or notebooks.
The pen's elega...
- Q2. Sell me a expensive pen?
- Ans.
This pen is not just a writing instrument, it's a statement of style and sophistication.
This pen is made of high-quality materials, ensuring durability and longevity.
It has a sleek and elegant design that will make you stand out in any professional setting.
The pen writes smoothly and effortlessly, providing a luxurious writing experience.
It comes in a beautiful presentation box, making it the perfect gift for any occas...
Interview Preparation Tips
Financial Analyst Interview Questions & Answers
Utkarsh Small Finance Bank
Damayanti Banerjee
posted on 8 Jan 2025
Selected
I applied via Approached by Company and was interviewed in Dec 2024. There were 7 interview rounds.
Case study Details- Behavioral Case study round in which we are assessed on our performance of closing the leads of our products
Case analysis franchise
Case study product details & the budget for the whole year for example Rs 10000*12= 1 lakh 50000 whole year
Product Sales- Casa products Current Account & Savings Account products like credit cards, debit card & other financial services products like insurance, passbooks, locker & gold loans
Personal Form Filling- Name/Damayanti Suvam Banerjee
Martial Status/Married/Unmarried
Age-32
Place of Address-Mumbai & Navi Mumbai India
Thesis content on financial calculation & product details
Thesis continuation content
Interview Preparation Tips
Selected
I applied via Walk-in and was interviewed in Jun 2024. There were 3 interview rounds.
(5 Questions)
- Q1. Self interdution
- Q2. What is golden rules
- Ans.
Golden rules are basic principles of accounting that serve as a foundation for financial transactions.
Golden rules include the principles of debit and credit, which dictate how transactions are recorded in accounts.
The three golden rules are: 1) Debit what comes in, credit what goes out. 2) Debit the receiver, credit the giver. 3) Debit expenses and losses, credit income and gains.
For example, when a company receives c...
- Q3. ICICI Bank information
- Q4. ICICI Bank work
- Q5. What is customer handling
- Ans.
Customer handling refers to the process of interacting with customers to address their needs, concerns, and inquiries.
Listening actively to customers to understand their needs
Providing timely and accurate information
Resolving customer complaints and issues effectively
Maintaining a positive and professional attitude
Building rapport and trust with customers
Offering solutions and alternatives to meet customer expectations
(2 Questions)
- Q1. ICICI Bank related questions
- Q2. Business loan process
(2 Questions)
- Q1. ICICI Bank how many account
- Ans.
ICICI Bank has millions of accounts worldwide.
ICICI Bank has millions of savings and current accounts globally.
The exact number of accounts is constantly changing due to new accounts being opened and closed.
ICICI Bank offers various types of accounts such as salary accounts, business accounts, and NRI accounts.
- Q2. ICICI Bank account
Selected
I applied via Google and was interviewed in Jul 2023. There were 2 interview rounds.
(4 Questions)
- Q1. One by one processor new employee
- Q2. Yourself introduction
- Q3. C2C salary clarification
- Q4. How to salary expectation
Interview Preparation Tips
Financial Analyst Interview Questions & Answers
Ujjivan Small Finance Bank
Gitanjali Ghosh
posted on 12 Mar 2024
Selected
I applied via Walk-in and was interviewed before Mar 2023. There were 2 interview rounds.
(1 Question)
- Q1. 1.Give me your brief introduction 2.What are your interests in MBA 3.Why you have chosen Marketing. 4. What is Sale 5. How will you convince some one to buy Something (Baking products)
(1 Question)
- Q1. 1.Introduction 2.Basic knowledge of Sales 3. Some current affair. 5 Why do want join banking Sector.
Interview Preparation Tips
- Branch Banking
- Sales Management
3.Basic knowledge about the company for which you’re giving interview.4.Some Current Affairs. 4.Main thing you have to prepare a Ans Question like “Why should we Hire you”
I applied via Company Website and was interviewed in May 2022. There were 2 interview rounds.
Past experince current expertation future plan case study financial trend in the Market.
Personal information ,Accounting related,Logical,Regarding financial Market.
Interview Preparation Tips
- Finance
- Sales
Financial Accountant Interview Questions & Answers
Jana Small Finance Bank
Anonymous
posted on 6 Apr 2022
I applied via Naukri.com and was interviewed in Mar 2022. There were 2 interview rounds.
Interview Preparation Tips
- Accounting
(2 Questions)
- Q1. What is financial
- Q2. What is characteristic financial
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Kotak Mahindra Bank Financial Advisor Reviews and Ratings
based on 3 reviews
Rating in categories
|
Assistant Manager
12.7k
salaries
|  ₹1.1 L/yr - ₹5 L/yr |
|
Deputy Manager
11.3k
salaries
| ₹1.6 L/yr - ₹8.5 L/yr |
|
Manager
5.4k
salaries
| ₹4 L/yr - ₹12 L/yr |
|
Senior Manager
3.5k
salaries
| ₹6.5 L/yr - ₹19.1 L/yr |
|
Relationship Manager
2.5k
salaries
| ₹1.5 L/yr - ₹10 L/yr |
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