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Sharekhan Investment Specialist Interview Questions and Answers

Updated 18 Apr 2023

Sharekhan Investment Specialist Interview Experiences

1 interview found

Interview experience
5
Excellent
Difficulty level
Easy
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Job Portal and was interviewed before Apr 2022. There was 1 interview round.

Round 1 - One-on-one 

(2 Questions)

  • Q1. Create a financial plan
  • Ans. 

    A financial plan involves setting financial goals, creating a budget, and investing wisely.

    • Identify short-term and long-term financial goals

    • Create a budget to track income and expenses

    • Develop a savings plan to achieve goals

    • Invest in a diversified portfolio based on risk tolerance and goals

    • Regularly review and adjust the plan as needed

  • Answered by AI
  • Q2. Experience with Mutual Funds
  • Ans. 

    I have extensive experience with mutual funds.

    • Managed mutual fund portfolios for clients

    • Analyzed mutual fund performance and made recommendations

    • Implemented mutual fund investment strategies

    • Stayed up-to-date on industry trends and regulations

    • Worked with various types of mutual funds, including equity, fixed income, and balanced funds

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Be confident with answers.

Interview questions from similar companies

I applied via Company Website and was interviewed in Feb 2018. There were 3 interview rounds.

Interview Questionnaire 

3 Questions

  • Q1. More questions about current affairs.
  • Q2. What is knowledge about axis securities ltd.
  • Ans. 

    Axis Securities Ltd. is a subsidiary of Axis Bank, offering a wide range of financial services including stockbroking, investment advisory, and wealth management.

    • Axis Securities Ltd. is a leading stockbroking firm in India.

    • It is a subsidiary of Axis Bank, one of the largest private sector banks in India.

    • The company provides services like equity trading, derivatives trading, mutual funds, IPOs, and more.

    • Axis Securities ...

  • Answered by AI
  • Q3. Computer knowledge.

Interview Preparation Tips

General Tips: Don't nervous to answer any question. If you don't know the answer then please say you don't have idea about that.
Duration: 1-4 weeks

I applied via Company Website and was interviewed before Sep 2020. There were 5 interview rounds.

Interview Questionnaire 

1 Question

  • Q1. Asked about some general things related to trading and stock market.

Interview Preparation Tips

Interview preparation tips for other job seekers - Always be confident towards the interview questions and be honest while answering to the interviewer.
Interview experience
3
Average
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Referral and was interviewed before Jul 2022. There were 3 interview rounds.

Round 1 - Resume Shortlist 
Pro Tip by AmbitionBox:
Double-check your resume for any spelling mistakes. The recruiter may consider spelling mistakes as careless behavior or poor communication skills.
View all tips
Round 2 - HR 

(1 Question)

  • Q1. About job change, salary expectations, notice period
Round 3 - One-on-one 

(2 Questions)

  • Q1. About job role, short term and long term role
  • Q2. How long you willcontinue
Interview experience
5
Excellent
Difficulty level
Easy
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Naukri.com and was interviewed in Jul 2023. There were 3 interview rounds.

Round 1 - Resume Shortlist 
Pro Tip by AmbitionBox:
Do not use an unprofessional email address such as cool_boy@email.com. It shows a lack of professionalism by the candidate.
View all tips
Round 2 - Technical 

(1 Question)

  • Q1. They are checking your confidence
Round 3 - HR 

(1 Question)

  • Q1. Simple question ask about your privious company and what is your experience

Interview Preparation Tips

Interview preparation tips for other job seekers - Positive thoughts and give your 100
Interview experience
3
Average
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Walk-in and was interviewed in May 2024. There were 2 interview rounds.

Round 1 - One-on-one 

(1 Question)

  • Q1. Tell me something about yourself
Round 2 - HR 

(2 Questions)

  • Q1. Tell me something about yourself.
  • Q2. Market related questions

I applied via Referral and was interviewed in Apr 2022. 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 - Round 

(1 Question)

  • Q1. Next 5 yrs achievement

Interview Preparation Tips

Interview preparation tips for other job seekers - Keep searching ...provide good opportunity

Interview Questionnaire 

4 Questions

  • Q1. Tell me about your self
  • Q2. Tell me about Hyderabd or Any City
  • Ans. 

    Hyderabad is a bustling city in southern India known for its rich history, delicious cuisine, and vibrant culture.

    • Hyderabad is the capital of the Indian state of Telangana.

    • It is home to many historical landmarks such as the Charminar and Golconda Fort.

    • The city is famous for its biryani, a spicy rice dish with meat or vegetables.

    • Hyderabad is also known for its IT industry, with many major companies having offices there.

    • ...

  • Answered by AI
  • Q3. Do have any idea about sales
  • Ans. 

    Yes, I have a good understanding of sales and its principles.

    • I have experience in sales and have consistently met or exceeded targets.

    • I understand the importance of building relationships with clients and identifying their needs.

    • I am familiar with various sales techniques such as consultative selling and solution selling.

    • I am comfortable with using CRM software to manage leads and track sales performance.

    • I am always lo...

  • Answered by AI
  • Q4. Do have any experience

I applied via Walk-in and was interviewed in Dec 2019. There were 3 interview rounds.

Interview Questionnaire 

3 Questions

  • Q1. Tell me about ur self and ur previous experience?
  • Q2. Why u want to join kotak?
  • Q3. Are u ready to do hard work in sales?

Interview Preparation Tips

Interview preparation tips for other job seekers - Should be confidence when giving answer.
Should be cool.
Should be smiling face.

I appeared for an interview in Jun 2021.

Interview Questionnaire 

2 Questions

  • Q1. About share marketing.
  • Q2. Regarding SIP

Interview Preparation Tips

Interview preparation tips for other job seekers - knowledge about share marketing, Previous job experiences and works.
They will check your attitude confidence and your work fashion answer there questions with full confidence.

Sharekhan Interview FAQs

How many rounds are there in Sharekhan Investment Specialist interview?
Sharekhan interview process usually has 2 rounds. The most common rounds in the Sharekhan interview process are Resume Shortlist and One-on-one Round.
How to prepare for Sharekhan Investment Specialist 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 Sharekhan. The most common topics and skills that interviewers at Sharekhan expect are Portfolio Management, Wealth Management, Mutual Funds, Investment Advisory and PMS.
What are the top questions asked in Sharekhan Investment Specialist interview?

Some of the top questions asked at the Sharekhan Investment Specialist interview -

  1. Create a financial p...read more
  2. Experience with Mutual Fu...read more

Tell us how to improve this page.

Sharekhan Investment Specialist Interview Process

based on 1 interview

Interview experience

5
  
Excellent
View more

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Sharekhan Investment Specialist Salary
based on 105 salaries
₹3.5 L/yr - ₹12.5 L/yr
47% less than the average Investment Specialist Salary in India
View more details

Sharekhan Investment Specialist Reviews and Ratings

based on 16 reviews

3.8/5

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3.2

Skill development

3.8

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3.2

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3.4

Job security

3.2

Company culture

2.8

Promotions

3.5

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