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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

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

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

Interview questions from similar companies

I applied via Recruitment Consultant and was interviewed before Mar 2020. There was 1 interview round.

Interview Questionnaire 

1 Question

  • Q1. All questions in MFI work in

Interview Preparation Tips

Interview preparation tips for other job seekers - My interview parson Raushan sir as par RSM

I applied via Company Website and was interviewed before Apr 2020. There was 1 interview round.

Interview Questionnaire 

1 Question

  • Q1. How to Crake bank Interview

Interview Preparation Tips

Interview preparation tips for other job seekers - 1.Very Neet Dressing Sence.
2.Clear And Sweet Self Intro for Ur Self.
3.Mention Ur special Skils.
4.About Ur Interest In banking Carrier.
5.Full Knowlaged In Ur Bank History.
6.Our Assets,Our Share Rate,Branches,Atm,Online Apps,Bank using For Operations Apps you Know First.
7.Rate of Interest,Our Products,Other business Product,Our Charges for All Transaction Details,Its fully understand before go to the Interview.
8.Finely Ur Interview Performace Merrer To Ur Working Performace We are like them.
9.If u dont Know the Interviewer Qustion Pls Reply for Sir sorry I dont Know sir,This Excuse for New Qustions and Reach For Ur best Answer For Interview.
10.One Important Mind Thought Must For Go To The Interview:We are Successful In Bussiness so our don't Want Workers,They are like Working With Patner For More Achivements.
Thank U
Rajasingh

I applied via Other and was interviewed before Oct 2020. There were 3 interview rounds.

Interview Questionnaire 

2 Questions

  • Q1. Pesronal details
  • Q2. Qualifications

Interview Preparation Tips

Interview preparation tips for other job seekers - good and more informative in real text

I applied via Walk-in and was interviewed before Jun 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 tips
Round 2 - HR 

(1 Question)

  • Q1. Family background and experience last organization

Interview Preparation Tips

Interview preparation tips for other job seekers - It's not a job I saw it about a life When I saw this job for my future

I applied via Referral and was interviewed before Apr 2020. There were 5 interview rounds.

Interview Questionnaire 

1 Question

  • Q1. About yourself and prior academics

Interview Preparation Tips

Interview preparation tips for other job seekers - Never say i can strech always say i can do strech one time in a week

I applied via Company Website and was interviewed in Nov 2020. There was 1 interview round.

Interview Questionnaire 

3 Questions

  • Q1. Types of marketing
  • Ans. 

    Marketing can be broadly classified into four types: product, price, promotion, and place.

    • Product marketing focuses on promoting and selling a specific product or service.

    • Price marketing involves setting the right price for the product or service.

    • Promotion marketing involves advertising and promoting the product or service to the target audience.

    • Place marketing involves making the product or service available to the ta...

  • Answered by AI
  • Q2. Family background
  • Q3. Intro

Interview Preparation Tips

Interview preparation tips for other job seekers - believe in your self while giving an intrtview

I applied via Referral and was interviewed before Mar 2021. There were 4 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 - Aptitude Test 

Mathematics reasoning English test.

Round 3 - One-on-one 

(1 Question)

  • Q1. Tell me about your self. If experience candidate ask about previous job Ask about our organisation
Round 4 - HR 

(1 Question)

  • Q1. Why should we hire you?

Interview Preparation Tips

Interview preparation tips for other job seekers - Be confident be happy be professional

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

Interview Questionnaire 

1 Question

  • Q1. Sell the pen in 5000 rs
  • Ans. 

    This pen is a premium quality writing instrument that offers a smooth and effortless writing experience.

    • The pen is made of high-quality materials that ensure durability and longevity.

    • It has a sleek and elegant design that makes it a perfect gift for professionals.

    • The pen comes with a refillable ink cartridge that can be easily replaced.

    • It writes smoothly and effortlessly, making it ideal for everyday use.

    • The pen is pri...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - When you give interview be confident you will crack easily

I applied via Campus Placement and was interviewed before Feb 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 tips
Round 2 - HR 

(5 Questions)

  • Q1. Why should we hire you?
  • Q2. What is your family background?
  • Q3. What are your strengths and weaknesses?
  • Q4. Tell me about yourself.
  • Q5. About tpp and casa products

Interview Preparation Tips

Interview preparation tips for other job seekers - Educational background and product related questions

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 35 salaries
₹5.2 L/yr - ₹12.2 L/yr
9% 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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