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State Bank of India Wealth Manager Interview Questions and Answers

Updated 19 Dec 2023

State Bank of India Wealth Manager Interview Experiences

2 interviews found

Interview Questionnaire 

1 Question

  • Q1. What is wealth? How will you source business in new place or metro? Why Bihar state is less developed compared to other state of India? Recent news regardind RBI? How is your experience reading SBI service...
  • Ans. 

    Wealth is the abundance of valuable possessions or resources. Sourcing business in a new place requires market research and networking. Bihar's underdevelopment is due to various factors such as lack of infrastructure and political instability. Recent news regarding RBI includes changes in interest rates and regulations. SBI services are satisfactory.

    • Wealth is not just limited to money, but also includes assets and res...

  • Answered by AI
Interview experience
1
Bad
Difficulty level
Hard
Process Duration
More than 8 weeks
Result
Selected Selected

I applied via Job portal

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 - Technical 

(1 Question)

  • Q1. What is the symbole for Sodium and potassium
  • Ans. 

    The symbol for Sodium is Na and for Potassium is K.

    • Symbol for Sodium: Na

    • Symbol for Potassium: K

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - It looks all good from outside inside all the on roll staff are non supportive abusive and always mad on your package. They make you feel low all the time . Rest you can do all the sales there without problem but sales is just ignored

Wealth Manager Interview Questions Asked at Other Companies

Q1. What is wealth? How will you source business in new place or metr ... read more
Q2. Total size of current Portfolio and experience with various wealt ... read more
asked in Edelweiss
Q3. What is insurance What is bonds Family background
Q4. What is SIP ,Mutual fund .insurance .
Q5. What has been your experience with the profit and loss of your pe ... read more

Interview questions from similar companies

Interview experience
3
Average
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
No response

I applied via Naukri.com and was interviewed in Jan 2024. There was 1 interview round.

Round 1 - HR 

(1 Question)

  • Q1. Previous experience and CTC
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 
Round 3 - HR 

(8 Questions)

  • Q1. Where do you see yourself in 5 years?
  • Q2. Why should we hire you?
  • Q3. What are your salary expectations?
  • Q4. What is your family background?
  • Q5. Share details of your previous job.
  • Q6. Why are you looking for a change?
  • Q7. What are your strengths and weaknesses?
  • Q8. Tell me about yourself.
Round 1 - One-on-one 

(1 Question)

  • Q1. Wealth related and All banking related

Interview Preparation Tips

Interview preparation tips for other job seekers - Interviewer ask for background and profession experience.
Interview experience
4
Good
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Campus Placement and was interviewed before Mar 2023. There was 1 interview round.

Round 1 - One-on-one 

(2 Questions)

  • Q1. Have market overview
  • Q2. CV walk through

I applied via Company Website and was interviewed in Jul 2021. There were 4 interview rounds.

Interview Questionnaire 

2 Questions

  • Q1. They asked about my experience
  • Q2. They checked my product knowledge

Interview Preparation Tips

Interview preparation tips for other job seekers - speak with high level of confidence and energy.
Interview experience
2
Poor
Difficulty level
Easy
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Recruitment Consulltant and was interviewed before Oct 2023. There were 2 interview rounds.

Round 1 - HR 

(1 Question)

  • Q1. What was my past exerience
  • Ans. 

    I have over 10 years of experience in wealth management, specializing in investment strategies for high net worth clients.

    • Managed investment portfolios for high net worth clients

    • Developed customized investment strategies based on client goals and risk tolerance

    • Performed market research and analysis to identify investment opportunities

    • Advised clients on wealth preservation and growth strategies

  • Answered by AI
Round 2 - One-on-one 

(1 Question)

  • Q1. What is customer servicing experience
  • Ans. 

    Customer servicing experience refers to the interactions and support provided to customers before, during, and after a purchase.

    • Building relationships with customers to understand their needs and preferences

    • Providing timely and helpful assistance to resolve issues or answer questions

    • Ensuring customer satisfaction through personalized service and follow-up

    • Handling complaints and feedback professionally and efficiently

    • Go...

  • Answered by AI

I applied via Naukri.com and was interviewed before Dec 2020. There was 1 interview round.

Interview Questionnaire 

1 Question

  • Q1. Current economic times
  • Ans. 

    Current economic times are uncertain due to the ongoing COVID-19 pandemic.

    • COVID-19 pandemic has caused a global economic slowdown

    • Many businesses have been forced to shut down or reduce operations

    • Unemployment rates have increased in many countries

    • Governments have implemented stimulus packages to support the economy

    • Stock markets have been volatile

    • Remote work has become more common

    • Consumer spending has decreased in some s...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - If any one want to join in kolkata location then it's my own view that don't join .

I applied via Campus Placement and was interviewed before May 2021. There were 2 interview rounds.

Round 1 - Case Study 

The case was of a family business whose company needed credit loan from the bank. Looking the details provided we had to choose whether to provide the credit or not?

Round 2 - One-on-one 

(3 Questions)

  • Q1. Why did you choose ICICI BANK?
  • Q2. Why do you want to join Banking industry?
  • Q3. What does a bank do?
  • Ans. 

    A bank is a financial institution that accepts deposits, makes loans, and provides other financial services.

    • Accepts deposits from customers

    • Provides loans to individuals and businesses

    • Offers various financial services such as credit cards, savings accounts, and investment products

    • Facilitates transactions between customers and other financial institutions

    • Manages risk and invests in various assets to generate profits

    • Examp...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Be yourself. Use common sense. Nothing much is needed.

State Bank of India Interview FAQs

How many rounds are there in State Bank of India Wealth Manager interview?
State Bank of India interview process usually has 2 rounds. The most common rounds in the State Bank of India interview process are Resume Shortlist and Technical.
What are the top questions asked in State Bank of India Wealth Manager interview?

Some of the top questions asked at the State Bank of India Wealth Manager interview -

  1. What is wealth? How will you source business in new place or metro? Why Bihar s...read more
  2. What is the symbole for Sodium and potass...read more

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State Bank of India Wealth Manager Interview Process

based on 1 interview

Interview experience

1
  
Bad
View more

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State Bank of India Wealth Manager Salary
based on 40 salaries
₹5.5 L/yr - ₹15 L/yr
23% more than the average Wealth Manager Salary in India
View more details

State Bank of India Wealth Manager Reviews and Ratings

based on 11 reviews

3.1/5

Rating in categories

2.9

Skill development

3.1

Work-life balance

2.7

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3.1

Job security

3.1

Company culture

2.6

Promotions

3.0

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