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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

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
  • 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
  • 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

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.

Interview questions from similar companies

I applied via Recruitment Consulltant and was interviewed before Sep 2021. There was 1 interview round.

Round 1 - One-on-one 

(1 Question)

  • Q1. Tell me what you know about KPMG
  • Ans. 

    KPMG is one of the largest professional services firms in the world, providing audit, tax, and advisory services.

    • KPMG is a multinational professional services network headquartered in Amsterdam, Netherlands.

    • It operates in 147 countries and territories and has over 219,000 employees.

    • KPMG offers services in audit, tax, and advisory, helping clients manage risks and improve performance.

    • They work with clients across variou...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Learn about company before attending interview

I applied via Recruitment Consulltant and was interviewed before Nov 2021. 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 Resume tips
Round 2 - Technical 

(2 Questions)

  • Q1. About Cisco wireless technology.
  • Q2. About wireless implementation

Interview Preparation Tips

Interview preparation tips for other job seekers - Focus on basic knowledge. Interviewer ask you about your privious company profile.

Interview Questionnaire 

1 Question

  • Q1. Introduce yourself

Interview Preparation Tips

Interview preparation tips for other job seekers - It was pretty good and it is worth giving
And very good communication

I applied via Recruitment Consultant and was interviewed in May 2021. There was 1 interview round.

Interview Questionnaire 

2 Questions

  • Q1. Just about work experiance
  • Q2. Year of experience

Interview Preparation Tips

Interview preparation tips for other job seekers - Just be what ever you are.

Interview Questionnaire 

2 Questions

  • Q1. What is budget
  • Ans. 

    A budget is a financial plan that outlines expected income and expenses over a specific period of time.

    • A budget helps individuals and organizations to manage their finances effectively.

    • It involves estimating income and expenses for a specific period of time, usually a year.

    • Budgets can be used for personal finances, business operations, and government spending.

    • Examples of budget categories include housing, transportatio...

  • Answered by AI
  • Q2. What is TDS
  • Ans. 

    TDS stands for Tax Deducted at Source. It is a tax collection mechanism in India.

    • TDS is a system where tax is deducted at the source of income.

    • It is applicable to various types of income such as salary, interest, rent, etc.

    • The person or entity making the payment is responsible for deducting the tax and depositing it with the government.

    • The rate of TDS varies depending on the type of income and the amount being paid.

    • TDS...

  • Answered by AI

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

Interview Preparation Tips

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

Interview Questionnaire 

1 Question

  • Q1. About finance and banking

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
Experience: They went through my resume and asked me on my financial skills.
Tips: Brush up your knowledge first before attending the technical round

Round: Stress Interview
Experience: Stress interview was taken by hr head where he kept asking back to back questions. Few were related to finance and others were general. Gave me situations where in I have to decide the course of action to be taken.
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

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

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.

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?

Interview Preparation Tips

Interview preparation tips for other job seekers - Confidence and body language matters a lot. Be genuine
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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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Protiviti Financial Service Advisor Interview Process

based on 1 interview

Interview experience

5
  
Excellent
View more

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