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Purnartha Investment Advisors Senior Wealth Manager Interview Questions and Answers for Experienced

Updated 11 Apr 2022

Purnartha Investment Advisors Senior Wealth Manager Interview Experiences for Experienced

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

Senior Wealth Manager Jobs at Purnartha Investment Advisors

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Interview questions from similar companies

I applied via Recruitment Consulltant and was interviewed in 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 tips
Round 2 - Product Management 

(1 Question)

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

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

Purnartha Investment Advisors Interview FAQs

How many rounds are there in Purnartha Investment Advisors Senior Wealth Manager interview for experienced candidates?
Purnartha Investment Advisors interview process for experienced candidates usually has 1 rounds. The most common rounds in the Purnartha Investment Advisors interview process for experienced candidates are One-on-one Round.
How to prepare for Purnartha Investment Advisors Senior Wealth Manager interview for experienced candidates?
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 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 & Benefits

2.3

Job Security

2.9

Company culture

2.4

Promotions/Appraisal

2.4

Work Satisfaction

Explore 6 Reviews and Ratings
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