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Purnartha Investment Advisors Senior Wealth Manager Interview Questions and Answers

Updated 11 Apr 2022

Purnartha Investment Advisors Senior Wealth Manager Interview Experiences

1 interview found

Senior Wealth Manager Interview Questions & Answers

user image Anonymous

posted on 11 Apr 2022

I applied via Referral and was interviewed in Oct 2021. There was 1 interview round.

Round 1 - One-on-one 

(1 Question)

  • Q1. What is PMS/ AIF How many clients do u have
  • Ans. 

    PMS stands for Portfolio Management Services and AIF stands for Alternative Investment Fund.

    • PMS is a professional service offered by financial institutions to manage the investment portfolios of high net worth individuals.

    • AIF is a privately pooled investment vehicle that collects funds from investors and invests them in accordance with a defined investment policy.

    • PMS provides personalized investment strategies and port...

    • Answered by AI
    Add your answer

Interview Preparation Tips

Topics to prepare for Purnartha Investment Advisors Senior Wealth Manager interview:
  • Market/PMS
Interview preparation tips for other job seekers - If You have clients then you are selected

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Interview Tips & Stories
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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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Interview questions from similar companies

Senior Relationship Manager Interview Questions & Answers

ICICI Direct user image Anonymous

posted on 1 Feb 2025

Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
Selected Selected
Round 1 - One-on-one 

(2 Questions)

  • Q1. Why do you want to join our organization?
    • Add your answer
  • Q2. What makes you a suitable candidate for this position?
    • Add your answer
Round 2 - HR 

(2 Questions)

  • Q1. What are your salary expectations?
    • Add your answer
  • Q2. What factors contribute to the determination of your offered CTC (Cost to Company)?
    • Add your answer
Round 3 - BM 

(2 Questions)

  • Q1. How do you manage stress?
    • Add your answer
  • Q2. How do you demonstrate your capabilities?
    • Add your answer

Relationship Manager Interview Questions & Answers

Samunnati Financial Intermediation and Services user image Anonymous

posted on 6 Sep 2023

Interview experience
3
Average
Difficulty level
Moderate
Process Duration
4-6 weeks
Result
Selected Selected

I applied via Referral and was interviewed in Mar 2023. There were 3 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 

(1 Question)

  • Q1. Why you want to join the organisation
  • Ans. 

    I want to join the organization because of its strong reputation, growth opportunities, and alignment with my career goals.

    • The organization has a strong reputation in the industry, which will enhance my professional profile.

    • There are ample growth opportunities within the organization, allowing me to advance my career.

    • The organization's values and mission align with my own career goals and aspirations.

    • I am impressed by ...

    • Answered by AI
    Add your answer
Round 3 - Technical 

(1 Question)

  • Q1. Experience Msme loan and client sourcing
  • Ans. 

    Experience in MSME loan and client sourcing

    • I have 5 years of experience in handling MSME loans and sourcing clients

    • I have a strong understanding of the MSME loan process and the requirements for approval

    • I have successfully sourced and onboarded numerous clients for MSME loans

    • I have a proven track record of meeting loan targets and achieving customer satisfaction

    • I am familiar with the documentation and compliance proced

    • Answered by AI
    Add your answer

Relationship Manager Interview Questions & Answers

Samunnati Financial Intermediation and Services user image Anonymous

posted on 3 May 2023

Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
2-4 weeks
Result
Selected Selected

I applied via Recruitment Consulltant and was interviewed in Nov 2022. There were 3 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 - Group Discussion 

FPO experience, activities of FPO, Problem facing by FPO, challanges ,how to increase our business with FPO, what are benifits from samunnati to FPO, FPO role in present days, rules and regulations of FPO.

Round 3 - HR 

(1 Question)

  • Q1. FPO experience, facility provide by samunnati to FPO and benifits
    • Add your answer

Interview Preparation Tips

Interview preparation tips for other job seekers - Experience can help to every person

Senior Relationship Manager Interview Questions & Answers

ICICI Direct user image Anonymous

posted on 21 Apr 2024

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

I applied via campus placement at REVA Institute of Technology and Management, Bangalore and was interviewed before Apr 2023. There were 2 interview rounds.

Round 1 - Group Discussion 

Topic was given, Asked to discuss it among 5 members

Round 2 - One-on-one 

(1 Question)

  • Q1. Stock market knowledge
    • Add your answer

Interview Preparation Tips

Interview preparation tips for other job seekers - Should have Mutual fund knowledge

Relationship Manager Interview Questions & Answers

Samunnati Financial Intermediation and Services user image sujantha jenifer

posted on 2 Sep 2022

I applied via Walk-in and was interviewed before Sep 2021. There were 2 interview rounds.

Round 1 - Interview 

(2 Questions)

  • Q1. About my Experience related to my previous CEO experience.
  • Ans. 1.To organize the FPO & 1000 members to one point, Company ACT, filing compliance, Account opening for company, Business Plan - value added products from the commodities, Conducting meetings & training for farmers. 2.Capacity building. 3.Leadership qualities. 4. Chosing the right person for my company & Business as well. 5.System work.
    • Answered by sujantha jenifer
    Add your answer
  • Q2. About my another experience MTS Mobilization Training Specialist .
  • Ans. 1.That was a very good experience, i had more exposure than that i have mobilize two field officers who comes under me & farmers as well. 2.Conducting Awareness Meeting. 3. Account opening. 4. Office based system works. 5. Even i come to know some of the auditing file by Registered new companies under Company Act was filed by me, which have to file by auditor because of his sick leave i was eagerly gained some experien...
    • Answered by sujantha jenifer
    Add your answer
Round 2 - HR 

(1 Question)

  • Q1. Verification over my experience by sharing my certificates.
  • Ans. I explained about my experience & that I am willing to join, finally shared my certificates.
    • Answered by sujantha jenifer
    Add your answer

Interview Preparation Tips

Interview preparation tips for other job seekers - Share with them the new location where they have to place.

Senior Relationship Manager Interview Questions & Answers

ICICI Direct user image Anonymous

posted on 26 May 2022

I applied via Recruitment Consulltant and was interviewed in Nov 2021. 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 - Product Management 

(1 Question)

  • Q1. Product related knowledge questions Target orinted task assign by day to day
    • Add your answer

Interview Preparation Tips

Topics to prepare for ICICI Direct Senior Relationship Manager interview:
  • Nism-5A
  • IRDA
Interview preparation tips for other job seekers - You need to clear your nism-5A certification and IRDA before joining this is a target based job you have to sell MF wealth trade in equity
FD PMS, LI GI and all other investments products
More about working at Purnartha Investment Advisors

Purnartha Investment Advisors Interview FAQs

How many rounds are there in Purnartha Investment Advisors Senior Wealth Manager interview?
Purnartha Investment Advisors interview process usually has 1 rounds. The most common rounds in the Purnartha Investment Advisors interview process are One-on-one Round.
How to prepare for Purnartha Investment Advisors Senior 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 Purnartha Investment Advisors. The most common topics and skills that interviewers at Purnartha Investment Advisors expect are Wealth Management, Equity, HNI Acquisition, Investment Advisory and Investment Products.

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Purnartha Investment Advisors Senior Wealth Manager Salary
based on 37 salaries
₹5.2 L/yr - ₹12.2 L/yr
8% less than the average Senior Wealth Manager Salary in India
View more details

Purnartha Investment Advisors Senior Wealth Manager Reviews and Ratings

based on 6 reviews

2.7/5

Rating in categories

2.8

Skill development

2.6

Work-life balance

2.5

Salary

2.3

Job security

2.9

Company culture

2.4

Promotions

2.4

Work satisfaction

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