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NJ India Invest Wealth Manager Interview Questions and Answers

Updated 3 Jan 2020

NJ India Invest Wealth Manager Interview Experiences

1 interview found

Wealth Manager Interview Questions & Answers

user image Anonymous

posted on 3 Jan 2020

I applied via Referral and was interviewed before Jan 2019. There were 6 interview rounds.

Interview Questionnaire 

6 Questions

  • Q1. Well they ask about financial services like mutual funds,insurance and other financial products.
    • Add your answer
  • Q2. What is SIP ,Mutual fund .insurance .
  • Ans. 

    SIP stands for Systematic Investment Plan, a method of investing in mutual funds regularly. Mutual funds are investment vehicles that pool money from multiple investors to invest in diversified portfolios. Insurance is a contract between an individual and an insurance company to provide financial protection against specified risks.

    • SIP is a disciplined approach to investing in mutual funds, where a fixed amount is inves...

    • Answered by AI
    View 1 more answer
  • Q3. What is Beta alpha
  • Ans. 

    Beta alpha is a measure used in finance to assess the risk-adjusted performance of an investment portfolio.

    • Beta alpha combines the concepts of beta and alpha.

    • Beta measures the sensitivity of an investment's returns to the overall market.

    • Alpha represents the excess return of an investment compared to its expected return based on its beta.

    • Beta alpha is calculated by subtracting the expected return based on beta from the ...

    • Answered by AI
    View 1 more answer
  • Q4. What is ROI
  • Ans. 

    ROI stands for Return on Investment. It is a financial metric used to measure the profitability of an investment relative to its cost.

    • ROI is calculated by dividing the net profit of an investment by its initial cost and expressing it as a percentage.

    • It helps investors evaluate the efficiency and profitability of different investment opportunities.

    • For example, if an investment of $10,000 generates a net profit of $2,000...

    • Answered by AI
    View 1 more answer
  • Q5. Intellectual questions.
    • Add your answer
  • Q6. Practical questions of investments.
    • Add your answer

Interview Preparation Tips

Interview preparation tips for other job seekers - Don't join the organisation I seen person more than a decade only got 25k p.m salary.

Top trending discussions

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Interview Tips & Stories
2w
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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Relationship Manager Interview Questions & Answers

SBI Cards & Payment Services user image Anonymous

posted on 6 Aug 2024

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

I applied via Job Portal and was interviewed in Jul 2024. There was 1 interview round.

Round 1 - Telephonic Call 

(2 Questions)

  • Q1. What is the salary date
    • Add your answer
  • Q2. What is qualification u want
  • Ans. 

    I am looking for a candidate with a Bachelor's degree in finance or related field, strong communication skills, and at least 2 years of experience in relationship management.

    • Bachelor's degree in finance or related field

    • Strong communication skills

    • At least 2 years of experience in relationship management

    • Answered by AI
    Add your answer

Interview Preparation Tips

Interview preparation tips for other job seekers - I allready work with SBI card

Relationship Manager Interview Questions & Answers

Aadhar Housing Finance user image Anonymous

posted on 2 Jan 2025

Interview experience
1
Bad
Difficulty level
Easy
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Referral and was interviewed in Jul 2024. There was 1 interview round.

Round 1 - Only Interview 

(2 Questions)

  • Q1. Only basic details
    • Add your answer
  • Q2. Previous experience
    • Add your answer

Interview Preparation Tips

Interview preparation tips for other job seekers - Don't work in aadhar housing finance, salary is very much low and working culture is very bad, no any incentives,

Relationship Manager Interview Questions & Answers

Kotak Securities user image Anonymous

posted on 7 Jun 2024

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

(2 Questions)

  • Q1. Tell me about your self
    • Add your answer
  • Q2. Tell me about mutual fund
  • Ans. 

    Mutual funds are investment vehicles that pool money from multiple investors to invest in a diversified portfolio of stocks, bonds, or other securities.

    • Mutual funds are managed by professional fund managers who make investment decisions on behalf of the investors.

    • Investors can buy shares of mutual funds, which represent a portion of the holdings in the fund.

    • Mutual funds offer diversification, liquidity, and professiona...

    • Answered by AI
    Add your answer

Interview Preparation Tips

Interview preparation tips for other job seekers - Learn about stock market

Relationship Manager Interview Questions & Answers

Pine Labs user image Anonymous

posted on 14 Apr 2023

Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
2-4 weeks
Result
Not Selected

I applied via Naukri.com and was interviewed in Mar 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 

(2 Questions)

  • Q1. Any question related to client escalation
    • Add your answer
  • Q2. Any question related to customer satisfaction
    • Add your answer

Interview Preparation Tips

Interview preparation tips for other job seekers - Keep searching and keep learning

Relationship Manager Interview Questions & Answers

Axis Direct user image Muthan Karthick

posted on 19 May 2023

Interview experience
4
Good
Difficulty level
-
Process Duration
-
Result
-
Round 1 - One-on-one 

(1 Question)

  • Q1. Previous experience banking
    • Add your answer
Round 2 - HR 

(1 Question)

  • Q1. Salary package details
    • Add your answer

Relationship Manager Interview Questions & Answers

SBI Cards & Payment Services user image Anonymous

posted on 15 Apr 2023

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

(2 Questions)

  • Q1. About your self
    • Add your answer
  • Q2. Work experience
    • Add your answer
Round 3 - Group Discussion 

About study nd work assignment

Round 4 - One-on-one 

(1 Question)

  • Q1. Location nd salary discussion
    • Add your answer

Relationship Manager Interview Questions & Answers

Aadhar Housing Finance user image Anonymous

posted on 7 Sep 2024

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

(2 Questions)

  • Q1. What is motigage loan
  • Ans. 

    A mortgage loan is a type of loan specifically used to purchase real estate, where the property itself serves as collateral for the loan.

    • Mortgage loans are typically long-term loans with fixed or adjustable interest rates.

    • The borrower makes monthly payments to the lender until the loan is fully paid off.

    • If the borrower fails to make payments, the lender has the right to foreclose on the property.

    • Common types of mortgag...

    • Answered by AI
    Add your answer
  • Q2. How many types are loan
  • Ans. 

    There are several types of loans, including personal loans, home loans, car loans, and business loans.

    • Personal loans

    • Home loans

    • Car loans

    • Business loans

    • Answered by AI
    Add your answer

Relationship Manager Interview Questions & Answers

Kotak Securities user image Anonymous

posted on 2 Feb 2022

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 - One-on-one 

(2 Questions)

  • Q1. NISM related questions
    • Add your answer
  • Q2. BSIC QUESTION OF NISM V
    • Add your answer
Round 3 - HR 

(2 Questions)

  • Q1. Family background Education
    • Add your answer
  • Q2. Education related Questions or family related
    • Add your answer

Interview Preparation Tips

Interview preparation tips for other job seekers - Good experience good company good environment for work.

Relationship Manager Interview Questions & Answers

Pine Labs user image Anonymous

posted on 8 Dec 2022

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

I applied via Referral and was interviewed before Dec 2021. There were 2 interview rounds.

Round 1 - Resume Shortlist 
Pro Tip by AmbitionBox:
Double-check your resume for any spelling mistakes. The recruiter may consider spelling mistakes as careless behavior or poor communication skills.
View all tips
Round 2 - One-on-one 

(3 Questions)

  • Q1. About your self and Previous company
    • Add your answer
  • Q2. Last company KRA and job responsibilities
    • Add your answer
  • Q3. Last salary and expected salary
    • Add your answer

Interview Preparation Tips

Interview preparation tips for other job seekers - Pinelabs is good company and work culture is so cool
More about working at NJ India Invest

NJ India Invest Interview FAQs

How to prepare for NJ India Invest Wealth Manager 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 NJ India Invest. The most common topics and skills that interviewers at NJ India Invest expect are HNI Sales, Portfolio Management, Wealth Management, HNI Acquisition and HNI Client Handling.
What are the top questions asked in NJ India Invest Wealth Manager interview?

Some of the top questions asked at the NJ India Invest Wealth Manager interview -

  1. What is SIP ,Mutual fund .insuranc...read more
  2. What is Beta alp...read more
  3. What is R...read more

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NJ India Invest Wealth Manager Reviews and Ratings

based on 3 reviews

3.0/5

Rating in categories

3.2

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3.6

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2.6

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3.5

Job security

3.7

Company culture

2.9

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3.1

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