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Protiviti

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Protiviti Financial Service Advisor Interview Questions and Answers

Updated 14 Aug 2024

Protiviti Financial Service Advisor Interview Experiences

1 interview found

Financial Service Advisor Interview Questions & Answers

user image Anonymous

posted on 14 Aug 2024

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

I applied via Recruitment Consulltant and was interviewed before Aug 2023. There was 1 interview round.

Round 1 - One-on-one 

(3 Questions)

  • Q1. Provide the list of recommendations you provided which led to prevention of financial loss.
  • Ans. 

    Implemented fraud detection software, conducted regular audits, provided training on cybersecurity best practices.

    • Implemented fraud detection software to monitor transactions and flag suspicious activity

    • Conducted regular audits of financial records to identify any discrepancies or potential fraud

    • Provided training to staff on cybersecurity best practices to prevent phishing scams and data breaches

    • Answered by AI
    Add your answer
  • Q2. Walk through your previous job roles.
  • Ans. 

    I have held various roles in financial services, including financial advisor, investment analyst, and wealth manager.

    • Worked as a financial advisor, providing personalized financial advice to clients

    • Analyzed investment opportunities and recommended strategies to maximize returns

    • Managed wealth portfolios for high-net-worth individuals

    • Collaborated with team members to develop comprehensive financial plans

    • Stayed up-to-date

    • Answered by AI
    Add your answer
  • Q3. Top 3 KPIs for your department.
  • Ans. 

    1. Client satisfaction rate 2. Average revenue per client 3. Number of new clients acquired

    • Client satisfaction rate is a key indicator of how well the department is meeting client needs and expectations

    • Average revenue per client helps measure the department's effectiveness in generating revenue

    • Number of new clients acquired shows the department's ability to attract and retain clients

    • Answered by AI
    Add your answer

Interview Preparation Tips

Interview preparation tips for other job seekers - Just read your CV, the questions can be asked from that. You will be asked for judgement based answers, the work that you have done, your understanding of terms/jargons relevant to your department.

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Interview Tips & Stories
1d (edited)
timepasstiwari
·
A Digital Markter
Got Rejected In an Interview, Just Because I Didn’t Answer a Personal Question
So, I got invited for this interview, and they told me to be there at 9 AM. Of course, I get there early, like 8:30, because I don't want to be late. But then I end up waiting for 1.5 hours. Seriously, they didn't even acknowledge me until 10. Then this HR lady calls me in, and she's totally unprofessional. She's like, on her phone, making personal calls while I'm sitting right there. And then she starts asking me these really weird questions, like what my nickname is, and what my dad does for a living. It got really uncomfortable when she started pressing for details about where my dad works. I mean, what does that have to do with anything? So I politely told her I didn't want to answer, and she actually said, "Then we can't continue this interview." I was honestly shocked. But instead of arguing, I just stood up and said, “Alright then.” And walked out. I left feeling pissed. Not only did they waste an hour of my time, but the HR rep was also rude and unprofessional..
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posted on 22 Apr 2016

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  • Q1. About finance and banking
    • Add your answer

Interview Preparation Tips

Round: Group Discussion
Experience: It was really nice. Learnt from others and also analysed the thinking of others on how they wish to do betterment for our nation.
Tips: In gd. Always be confident and speak. Don't try to prove your point in an aggressive manner but also try to stick to your point. Most importantly , listening skills must be build before you attend a gd.

Round: Technical Interview
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Tips: Brush up your knowledge first before attending the technical round

Round: Stress Interview
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Tips: Finish your point and be polite. Stress interview is to not only see your knowledge but also how you react or behave during the stress situation.

College Name: NA

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I applied via Walk-in and was interviewed before Apr 2021. There was 1 interview round.

Round 1 - One-on-one 

(2 Questions)

  • Q1. Tell me how did you managed tough stakeholder
    • Add your answer
  • Q2. Answer based on you real life experience
    • Add your answer

Interview Preparation Tips

Interview preparation tips for other job seekers - Be confident and have strong communication skills

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Ernst & Young user image Anonymous

posted on 12 Oct 2020

I applied via Referral and was interviewed before Oct 2019. There were 5 interview rounds.

Interview Questionnaire 

1 Question

  • Q1. IFRS, accounting generics questions such as accruals, prepayment, amortization, capitalisation etc
    • Add your answer

Interview Preparation Tips

Interview preparation tips for other job seekers - Be honest, if you don't the answer for a question just say you don't know but saying alot no will also create a bad impression, and don't forget to be very interactive in interview session.

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Interview Questionnaire 

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  • Q1. For technilogy consulting, they will ask you questions on subject matter expertise, experience in leading teams, people management, client experience management, stakeholder management, sales and pre sales...
    • Add your answer

Interview Preparation Tips

Interview preparation tips for other job seekers - Subject matter expertise is essential, experience of managing teams is additional bonus and experience in pre sales activities is required

Financial Analyst Interview Questions & Answers

Ernst & Young user image Anonymous

posted on 2 Jul 2021

I applied via Walk-in and was interviewed before Jul 2020. There were 5 interview rounds.

Interview Questionnaire 

1 Question

  • Q1. Choose one topic and speak for 2 minutes
    • Add your answer

Interview Preparation Tips

Interview preparation tips for other job seekers - There are 3 rounds in total. Talking about the first interview round, group discussion, all the HR is interested to notice is if you can speak confidently. Your content does not require to be crisp and clear but it's your tone that needs to be.

It's common to feel nervous even for the most experienced but it's important we hold all our fears within and speak confidently.

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Deloitte user image Anonymous

posted on 14 Sep 2021

I applied via Referral and was interviewed before Sep 2020. There were 4 interview rounds.

Interview Questionnaire 

3 Questions

  • Q1. Regarding my current profile? The work I deliver in my current role?
    • Add your answer
  • Q2. Mostly all questions were related to the RPA domain, on which I was working.
    • Add your answer
  • Q3. Go through the JD only JD-specific questions will be asked.
    • Add your answer

Interview Preparation Tips

Interview preparation tips for other job seekers - Carefully read your JD.
Make sure you have your domain knowledge.
Question will be scenario-based mostly

Financial Analyst Interview Questions & Answers

Deloitte user image Anonymous

posted on 15 Nov 2020

I applied via Campus Placement and was interviewed before Nov 2019. There were 3 interview rounds.

Interview Questionnaire 

1 Question

  • Q1. Why did you choose this company?
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Interview Preparation Tips

Interview preparation tips for other job seekers - Confidence and body language matters a lot. Be genuine

Manager Interview Questions & Answers

PwC user image Anonymous

posted on 31 Dec 2021

I applied via Referral and was interviewed before Dec 2020. There were 4 interview rounds.

Interview Questionnaire 

1 Question

  • Q1. Detailed process flows and accounting. Experience in different modules.
  • Ans. 

    I have extensive experience in detailed process flows and accounting across various modules.

    • I have worked with different accounting software such as QuickBooks, Xero, and SAP.

    • I have created detailed process flows for various departments such as procurement, sales, and finance.

    • I have experience in different modules such as accounts payable, accounts receivable, and general ledger.

    • I have also trained team members on acco

    • Answered by AI
    Add your answer

Interview Preparation Tips

Interview preparation tips for other job seekers - The accounting and principle behind the same at each process steps.
More about working at Protiviti

Protiviti Interview FAQs

How many rounds are there in Protiviti Financial Service Advisor interview?
Protiviti interview process usually has 1 rounds. The most common rounds in the Protiviti interview process are One-on-one Round.
What are the top questions asked in Protiviti Financial Service Advisor interview?

Some of the top questions asked at the Protiviti Financial Service Advisor interview -

  1. Provide the list of recommendations you provided which led to prevention of fin...read more
  2. Top 3 KPIs for your departme...read more

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