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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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Selected
I applied via Naukri.com and was interviewed in Feb 2023. There were 3 interview rounds.
Accounting
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Finance
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SAP fico
Selected
I applied via AmbitionBox and was interviewed in Dec 2024. There were 2 interview rounds.
An aptitude test is beneficial for assessing knowledge.
(2 Questions)
- Q1. What is the process for preparing a balance sheet and a profit and loss account?
- Ans.
The process for preparing a balance sheet and a profit and loss account involves gathering financial data, organizing it into categories, calculating totals, and analyzing the results.
Gather financial data including assets, liabilities, and equity for the balance sheet.
Organize the data into categories such as current assets, fixed assets, current liabilities, etc.
Calculate totals for each category to determine the ove...
- Q2. What is the process for preparing a revenue account?
- Ans.
The process for preparing a revenue account involves recording all income earned by a business during a specific period.
Gather all relevant financial documents such as sales invoices, receipts, and bank statements.
Calculate the total revenue earned by adding up all income sources.
Record the revenue in the appropriate accounting software or ledger.
Ensure all revenue is accurately categorized and any adjustments are made...
(2 Questions)
- Q1. Long term goals
- Q2. What do you envision for yourself in five years?
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
I applied via Company Website and was interviewed in Oct 2022. There were 5 interview rounds.
Test your ability to perform tasks and react to situations at work. This includes problem-solving, prioritisation and numerical skills, amongst other things.
Programming assessment tools used to objectively evaluate a candidate's programming skills across parameters such as problem-solving, coding aptitude, and de-bugging. Coding tests are widely used by
Detail assignment is the temporary assignment of a staff member to a different position or to a different set of duties for a specified period, at the conclusion of which the staff member is expected to return to his or her regular duties.
GD is a discussion that tests the candidate's skills, such as leadership skills, communication skills, social skills and behavior, politeness, teamwork, listening ability, General awareness, confidence, problem-solving skills, etc.
Interview Preparation Tips
- Dyes
- Mba Finance
- Accounting
- Data Analysis
- Cashier Activities
- Financial Accounting
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 Naukri.com and was interviewed in May 2022. There were 4 interview rounds.
Coding is a logical reasoning it used to encrypt words in specific patterns. It have particular rules and regulations
(1 Question)
- Q1. What you know about computer? and how it works
- Ans.
A computer is an electronic device that processes data and performs tasks based on instructions.
A computer consists of hardware components such as a central processing unit (CPU), memory, and storage devices.
It also includes software programs that enable the computer to perform specific tasks.
Computers use binary code (0s and 1s) to represent and process data.
They follow a fetch-decode-execute cycle to execute instruct...
It is a one task it's allocated to someone as part of job or study
(2 Questions)
- Q1. What you know about Hyderabad
- Q2. Difference between Hyderabad and your native place
Interview Preparation Tips
- Financial Accounting
Skills evaluated in this interview
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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Sofitra Financial Consultant Interview Process
based on 1 interview
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