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NS Wealth Solution Associate Financial Planner Interview Questions and Answers
NS Wealth Solution Associate Financial Planner Interview Experiences
1 interview found
Anonymous
I applied via Referral and was interviewed in Oct 2021. There was 1 interview round.
Interview Questionnaire
4 Questions
- Q1. Why I am leaving previous job...
- Ans. I want to work in pure finance
- Q2. Am I interested in planning
- Ans.
Yes, I am interested in planning.
I have a strong passion for creating financial plans and helping clients achieve their goals.
I enjoy analyzing financial data and developing strategies to optimize financial outcomes.
I am motivated by the opportunity to make a positive impact on people's lives through effective financial planning.
I have taken courses or obtained certifications in financial planning to enhance my knowled...
- Q3. Actually you have done your BBA project here on Personal Financial Planning and that was outstanding...so are you interested to work with this organisation again...
- Q4. Actually you have done your BBA project on personal financial planning and that was outstanding...so are you interested to work with this organisation again...
Interview Preparation Tips
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Interview questions from similar companies
Selected
I applied via AmbitionBox and was interviewed in Dec 2024. There were 2 interview rounds.
An aptitude test is beneficial for assessing knowledge.
(2 Questions)
- Q1. What is the process for preparing a balance sheet and a profit and loss account?
- Ans.
The process for preparing a balance sheet and a profit and loss account involves gathering financial data, organizing it into categories, calculating totals, and analyzing the results.
Gather financial data including assets, liabilities, and equity for the balance sheet.
Organize the data into categories such as current assets, fixed assets, current liabilities, etc.
Calculate totals for each category to determine the ove...
- Q2. What is the process for preparing a revenue account?
- Ans.
The process for preparing a revenue account involves recording all income earned by a business during a specific period.
Gather all relevant financial documents such as sales invoices, receipts, and bank statements.
Calculate the total revenue earned by adding up all income sources.
Record the revenue in the appropriate accounting software or ledger.
Ensure all revenue is accurately categorized and any adjustments are made...
(2 Questions)
- Q1. Long term goals
- Q2. What do you envision for yourself in five years?
Interview Preparation Tips
I applied via LinkedIn and was interviewed in Jul 2023. There were 3 interview rounds.
(6 Questions)
- Q1. Interviews that are in person and occur between one interviewer the format of these interviews typically reather straight forward
- Q2. What can we do to better support you
- Q3. This may bring up support needs like work from home arrangements and improve collaboration and further skills training
- Q4. Why should we hire you
- Q5. I wanted to work for a company that has the potential to reshaping the industry and i believe you're doing that.
- Q6. What is your salary range expectations
A way of employers access a candidate abilities through a variety of different testing formats
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
Aptitude skills is helpful for you to boost your confidence and develop your decision making skills
(1 Question)
- Q1. Why did you decide to apply this role
- Ans. I have to gain more knowledge of working skills in our company
Very moderate question
(1 Question)
- Q1. What is your purpose?
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
Selected
I applied via campus placement at Indian Institute of Technology (IIT), Kanpur and was interviewed before Apr 2022. There were 4 interview rounds.
Basic Aptitude test with Quants, Reasoning, and reading comprehension with 30 questions each
Very Basic Level, three questions like finding whether a number is prime or not and adding two numbers
(5 Questions)
- Q1. Introduce yourself
- Ans.
I am a financial analyst with expertise in financial planning, analysis, and reporting.
I have a Bachelor's degree in Finance and have been working in the finance industry for 5 years.
I have experience in budgeting, forecasting, and financial modeling.
I am skilled in using financial software and tools such as Excel, SAP, and Tableau.
I have a strong attention to detail and can analyze complex financial data to provide in...
- Q2. Why do you want to join this job with an engineering background
- Ans.
I believe my engineering background provides me with a unique perspective and skill set that can be valuable in the financial analyst role.
My engineering background has equipped me with strong analytical and problem-solving skills, which are essential in financial analysis.
I have a solid foundation in mathematics and statistics, which are crucial for analyzing financial data and making accurate projections.
Engineering ...
- Q3. You don't have any foundation in finance. How will you cope?
- Ans.
I will cope by leveraging my strong analytical skills and willingness to learn.
I have a strong background in quantitative analysis, which is applicable to finance.
I am a quick learner and have a track record of quickly grasping complex concepts.
I am willing to invest time and effort in self-study and taking relevant courses.
I will seek guidance and mentorship from experienced finance professionals.
I will leverage my pr...
- Q4. What did you learn from your engineering years
- Ans.
During my engineering years, I learned problem-solving skills, analytical thinking, and attention to detail.
Developed strong problem-solving skills through complex engineering projects
Enhanced analytical thinking by analyzing data and making informed decisions
Learned to pay attention to detail to ensure accuracy and precision in engineering designs
Gained experience in working collaboratively in teams to achieve project
- Q5. Do you know basic-level Excel
- Ans.
Yes, I have basic-level Excel knowledge.
I am proficient in basic Excel functions such as data entry, formatting, and basic formulas.
I can create and edit spreadsheets, charts, and graphs.
I have experience with functions such as SUM, AVERAGE, and IF statements.
I am familiar with Excel shortcuts and can work efficiently with the software.
Interview Preparation Tips
- Resume
Skills evaluated in this interview
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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