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Kotak Mahindra Bank

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based on 15.9k Reviews

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Kotak Mahindra Bank Financial Planning Analyst Interview Questions and Answers

Updated 29 Oct 2023

Kotak Mahindra Bank Financial Planning Analyst Interview Experiences

1 interview found

Financial Planning Analyst Interview Questions & Answers

user image Anonymous

posted on 29 Oct 2023

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

I applied via Referral and was interviewed before Oct 2022. 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 - HR 

(2 Questions)

  • Q1. Previous experience, P&L, Balance sheet ratios
    • Add your answer
  • Q2. About education and career advancement
    • Add your answer

Interview Preparation Tips

Interview preparation tips for other job seekers - Prepare well with income statement and Balance Sheet

Financial Planning Analyst Jobs at Kotak Mahindra Bank

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Financial Analyst Interview Questions & Answers

Utkarsh Small Finance Bank user image Damayanti Banerjee

posted on 8 Jan 2025

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

I applied via Approached by Company and was interviewed in Dec 2024. There were 7 interview rounds.

Round 1 - Case Study 

Case study Details- Behavioral Case study round in which we are assessed on our performance of closing the leads of our products

Round 2 - Case Study 

Case analysis franchise

Round 3 - Case Study 

Case study product details & the budget for the whole year for example Rs 10000*12= 1 lakh 50000 whole year

Round 4 - Case Study 

Product Sales- Casa products Current Account & Savings Account products like credit cards, debit card & other financial services products like insurance, passbooks, locker & gold loans

Round 5 - Case Study 

Personal Form Filling- Name/Damayanti Suvam Banerjee
Martial Status/Married/Unmarried
Age-32
Place of Address-Mumbai & Navi Mumbai India

Round 6 - Assignment 

Thesis content on financial calculation & product details

Round 7 - Assignment 

Thesis continuation content

Interview Preparation Tips

Interview preparation tips for other job seekers - Write your experience in detail

Financial Analyst Interview Questions & Answers

Axis Bank user image Anonymous

posted on 19 Nov 2024

Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
-
Round 1 - Other 

(2 Questions)

  • Q1. What is financial
    • Add your answer
  • Q2. What is characteristic financial
    • Add your answer

Financial Analyst Interview Questions & Answers

ICICI Bank user image Anonymous

posted on 6 Jan 2025

Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
-
Round 1 - HR 

(2 Questions)

  • Q1. Long term goals
    • Add your answer
  • 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

    • Answered by AI
    Add your answer

Interview Preparation Tips

Interview preparation tips for other job seekers - Best of luck for your interview.

Financial Analyst Interview Questions & Answers

Union Bank of India user image Anonymous

posted on 3 Aug 2023

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

I applied via Google and was interviewed in Jul 2023. 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 

(4 Questions)

  • Q1. One by one processor new employee
    • Add your answer
  • Q2. Yourself introduction
    • Add your answer
  • Q3. C2C salary clarification
    • Add your answer
  • Q4. How to salary expectation
    • Add your answer

Interview Preparation Tips

Interview preparation tips for other job seekers - Good computer skills and financial skills

Financial Accountant Interview Questions & Answers

HDFC Bank user image Gutam Praveen Reddy

posted on 3 Oct 2023

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

I applied via Company Website and was interviewed in Sep 2023. There were 4 interview rounds.

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 - Aptitude Test 

An aptitude test is an exam used to determine an individual's skill or propensity to succeed in a given activity

Round 3 - Technical 

(1 Question)

  • Q1. Tell me something about yourself. How did you hear about this position? Why do you want to work here? Why did you decide to apply for this position? What is your greatest strength? What are your strengths ...
    • Add your answer
Round 4 - Offer letter 

(1 Question)

  • Q1. What's your favorite movie of all time? Do you have a hidden talent?
    • Add your answer

Financial Analyst Interview Questions & Answers

Ujjivan Small Finance Bank user image Gitanjali Ghosh

posted on 12 Mar 2024

Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
4-6 weeks
Result
Selected Selected

I applied via Walk-in and was interviewed before Mar 2023. There were 2 interview rounds.

Round 1 - HR 

(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)
    • Add your answer
Round 2 - One-on-one 

(1 Question)

  • Q1. 1.Introduction 2.Basic knowledge of Sales 3. Some current affair. 5 Why do want join banking Sector.
    • Add your answer

Interview Preparation Tips

Topics to prepare for Ujjivan Small Finance Bank Financial Analyst interview:
  • Branch Banking
  • Sales Management
Interview preparation tips for other job seekers - 1.First of all communication skills have to be very good because In a interview communication is the first thing that interviewer will notice how you communicate with others. 2.Knowledge of your degrees.
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”

Financial Analyst Interview Questions & Answers

IDFC FIRST Bank user image Anonymous

posted on 23 May 2022

I applied via Company Website and was interviewed in May 2022. There were 2 interview rounds.

Round 1 - Coding Test 

Past experince current expertation future plan case study financial trend in the Market.

Round 2 - Case Study 

Personal information ,Accounting related,Logical,Regarding financial Market.

Interview Preparation Tips

Topics to prepare for IDFC FIRST Bank Financial Analyst interview:
  • Finance
  • Sales
Interview preparation tips for other job seekers - They ask questions related to financial instruments such as derivatives and call and put option all.

Financial Accountant Interview Questions & Answers

Jana Small Finance Bank user image Anonymous

posted on 6 Apr 2022

I applied via Naukri.com and was interviewed in Mar 2022. There were 2 interview rounds.

Round 1 - Resume Shortlist 
Pro Tip by AmbitionBox:
Properly align and format text in your resume. A recruiter will have to spend more time reading poorly aligned text, leading to high chances of rejection.
View all tips
Round 2 - Coding Test 

Interview Preparation Tips

Topics to prepare for Jana Small Finance Bank Financial Accountant interview:
  • Accounting
Interview preparation tips for other job seekers - Confidence and body language is most important

Financial Analyst Interview Questions & Answers

Axis Bank user image Anonymous

posted on 17 Jan 2021

I applied via Referral and was interviewed in Dec 2020. There were 3 interview rounds.

Interview Questionnaire 

6 Questions

  • Q1. 1 about your self give you answer about your self
    • Add your answer
  • Q2. Wich resion regination your previous company
    • Add your answer
  • Q3. How do you work
    • Add your answer
  • Q4. What is work in previous company
    • Add your answer
  • Q5. What is accepted salary
    • Add your answer
  • Q6. Do you yes and no work hear
    • Add your answer

Interview Preparation Tips

Interview preparation tips for other job seekers - Same question all off bank
More about working at Kotak Mahindra Bank
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Kotak Mahindra Bank Interview FAQs

How many rounds are there in Kotak Mahindra Bank Financial Planning Analyst interview?
Kotak Mahindra Bank interview process usually has 2 rounds. The most common rounds in the Kotak Mahindra Bank interview process are Resume Shortlist and HR.
How to prepare for Kotak Mahindra Bank Financial Planning Analyst 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 Kotak Mahindra Bank. The most common topics and skills that interviewers at Kotak Mahindra Bank expect are Financial Planning and Analysis, Biochemistry, Budgeting, Financial Analysis and Financial Services.

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Financial Planning Analyst Jobs at Kotak Mahindra Bank
Kotak Mahindra Bank - Financial Planning & Analysis Role - CA (7-15 yrs)

7-15 Yrs

₹ 12-19 LPA

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