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Sofitra Financial Consultant Interview Questions and Answers
Sofitra Financial Consultant Interview Experiences
1 interview found
Anonymous
Selected
I applied via Naukri.com and was interviewed in Aug 2024. There were 2 interview rounds.
(2 Questions)
- Q1. Whats is the qualification ?
- Ans.
A Financial Consultant typically requires a bachelor's degree in finance, accounting, economics, or a related field, along with relevant certifications such as CFA or CPA.
Bachelor's degree in finance, accounting, economics, or related field
Relevant certifications such as CFA (Chartered Financial Analyst) or CPA (Certified Public Accountant)
Strong analytical and problem-solving skills
Excellent communication and interper...
- Q2. What is the your past company experience ?
- Ans.
I have 5 years of experience working as a Financial Consultant at XYZ Company.
Managed client portfolios and provided investment advice
Conducted financial analysis and created personalized financial plans
Assisted clients in tax planning and retirement planning
Collaborated with team members to develop strategies for client acquisition
Attended industry conferences and stayed updated on market trends
(2 Questions)
- Q1. Balance sheet related questions like in the current asset what is the most liquid assets to lowest liquid current assets.
- Q2. Difference between the credit and borrowing ?
- Ans.
Credit is a financial agreement to receive money with the promise to repay in the future, while borrowing is the act of taking money or goods temporarily with the intention of returning them.
Credit involves a formal agreement to borrow money with the promise to repay it with interest, while borrowing can be informal and may not involve interest.
Credit is usually provided by financial institutions like banks, while borr...
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I applied via Campus Placement and was interviewed in May 2022. There were 4 interview rounds.
It was moderately tough, one can pass with good knowledge
It was a case study based, testing your grasping skills.
(2 Questions)
- Q1. All questions related to consulting and how you would perform in situations.
- Q2. Knowledge on excel and SQL and PowerPoint
Interview Preparation Tips
(2 Questions)
- Q1. Long term goals
- Q2. What do you envision for yourself in five years?
- Ans.
In five years, I envision myself as a senior financial analyst leading a team and contributing to strategic decision-making for the company.
Advancing to a senior financial analyst role
Leading a team of analysts
Contributing to strategic decision-making for the company
Interview Preparation Tips
I applied via Approached by Company and was interviewed in Nov 2023. There was 1 interview round.
(1 Question)
- Q1. Casually discussing about the past and suggesting for attending a training programme before takingup the role.
Interview Preparation Tips
I applied via Company Website and was interviewed in Oct 2023. There were 3 interview rounds.
By giving a options to the relevant questions and give a much time to answer
(1 Question)
- Q1. Tell me about the company Tell me what you have learnt in the academic
(2 Questions)
- Q1. Tell me about yourself
- Q2. How can you good fit for this role?
Selected
I applied via campus placement at Osmania University and was interviewed in Dec 2022. There were 5 interview rounds.
Topic shared about mars mission
(1 Question)
- Q1. Core Financial and Account payable question and some Journal entries
(1 Question)
- Q1. Account payable question and some basic financial module questions with project details and resume related question
(1 Question)
- Q1. Salary negotiation and Availability and basic company related questions
Interview Preparation Tips
Selected
I applied via Company Website and was interviewed in Mar 2023. There were 4 interview rounds.
(4 Questions)
- Q1. Tell me about yourself
- Q2. What is your biggest achivement so far
- Q3. Why you lookong for a job
- Q4. Why do you want to work form our company
Quantitative aptitude
Hard work vs smart work
Interview Preparation Tips
Selected
I applied via campus placement at Symbiosis Centre For Management and HRD (SCMHRD) and was interviewed before Dec 2023. There were 2 interview rounds.
Need to provide Business enhancement solution for pure play retail with online contenders.
(1 Question)
- Q1. Explain your past experience
I applied via Company Website and was interviewed in May 2022. There were 2 interview rounds.
Accounting assignment
(1 Question)
- Q1. Finance manager accounts
Interview Preparation Tips
- Financial Accounting
- Key Account Management
Develop your own skills. ...
Deal with conflict (don't avoid it). ...
Set high, but realistic, expectations. ...
Be open to new ideas and new perspectives.
Take a break. ...
Recognize your big-picture impact. ...
Listen more than you talk.
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