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Purnartha Investment Advisors Senior Wealth Manager Interview Questions and Answers
Updated
11 Apr 2022
1 interview found
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I applied via Referral and was interviewed in Oct 2021.
1 Interview Round
1
One-on-one Round (1 Question)
- Q1. What is PMS/ AIF
How many clients do u have View Answers (1)
Interview Preparation Tips
Topics to prepare for Purnartha Investment Advisors Senior Wealth Manager interview:
- Market/PMS
Interview questions from similar companies
Relationship Manager Interview Questions
Samunnati Financial Intermediation and Services
Anonymous
posted on 6 Sep 2023
Interview experience
Average
Difficulty level
Moderate
Duration
4-6 weeks
Result
Selected
I applied via Referral and was interviewed in Mar 2023.
3 Interview Rounds
1
Resume Shortlist Round
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
2
One-on-one Round (1 Question)
- Q1. Why you want to join the organisation View Answers (1)
3
Technical Round (1 Question)
- Q1. Experience Msme loan and client sourcing View Answers (1)
Relationship Manager Interview Questions
Samunnati Financial Intermediation and Services
Anonymous
posted on 3 May 2023
Interview experience
Excellent
Difficulty level
Moderate
Duration
2-4 weeks
Result
Selected
I applied via Recruitment Consulltant and was interviewed in Nov 2022.
3 Interview Rounds
1
Resume Shortlist Round
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
2
Group Discussion Round
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.
3
HR Round (1 Question)
- Q1. FPO experience, facility provide by samunnati to FPO and benifits Add Answer
Interview Preparation Tips
Interview preparation tips for other job seekers - Experience can help to every person
Interview experience
Good
Difficulty level
Easy
Duration
Less than 2 weeks
Result
Selected
I applied via campus placement at REVA Institute of Technology and Management, Bangalore and was interviewed before Apr 2023.
2 Interview Rounds
1
Group Discussion Round
Topic was given, Asked to discuss it among 5 members
2
One-on-one Round (1 Question)
- Q1. Stock market knowledge Add Answer
Interview Preparation Tips
Interview preparation tips for other job seekers - Should have Mutual fund knowledge
Relationship Manager Interview Questions
Samunnati Financial Intermediation and Services
sujantha jenifer
posted on 2 Sep 2022
I applied via Walk-in and was interviewed before Sep 2021.
2 Interview Rounds
1
Interview Round (2 Questions)
- Q1. About my Experience related to my previous CEO experience. View Answers (1)
- Q2. About my another experience MTS Mobilization Training Specialist . View Answers (1)
2
HR Round (1 Question)
- Q1. Verification over my experience by sharing my certificates. View Answers (1)
Interview Preparation Tips
Interview preparation tips for other job seekers - Share with them the new location where they have to place.
I applied via Recruitment Consulltant and was interviewed in Nov 2021.
2 Interview Rounds
1
Resume Shortlist Round
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
2
Product Management Round (1 Question)
- Q1. Product related knowledge questions Target orinted task assign by day to day Add Answer
Interview Preparation Tips
Topics to prepare for ICICI Direct Senior Relationship Manager interview:
FD PMS, LI GI and all other investments products
- Nism-5A
- IRDA
FD PMS, LI GI and all other investments products
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 Products and Portfolio Management.
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Purnartha Investment Advisors Interviews By Designations
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People are getting interviews through
based on 1 Purnartha Investment Advisors interview
Referral
100%
Low
Confidence
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Low Confidence means the data is based on a small number of responses received from the candidates.
Join Purnartha Investment Advisors A Great Vision Comes To Life Through Great People.
Interview Questions from Similar Companies
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
Rating in categories
|
Wealth Manager
211
salaries
|  ₹4.5 L/yr - ₹9.5 L/yr |
|
PRE Sales Executive
39
salaries
| ₹2.4 L/yr - ₹3.8 L/yr |
|
Senior Wealth Manager
37
salaries
| ₹5.2 L/yr - ₹12.2 L/yr |
|
Equity Research Analyst
21
salaries
| ₹8 L/yr - ₹15 L/yr |
|
Assistant Manager
21
salaries
| ₹5 L/yr - ₹9 L/yr |
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