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Sun Life Financial Junior Process Executive Interview Questions and Answers

Updated 12 Feb 2022

Sun Life Financial Junior Process Executive Interview Experiences

1 interview found

Round 1 - Aptitude Test 

20 questions

Round 2 - One-on-one 

(1 Question)

  • Q1. Tell me about your self

Interview Preparation Tips

Interview preparation tips for other job seekers - Prepare well and go , you will be selected

Interview questions from similar companies

Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
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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 

It was good experience as a. Fresher

Round 3 - Technical 

(1 Question)

  • Q1. How are you feeling right now

Interview Questionnaire 

8 Questions

  • Q1. How was your previous interview?
  • Ans. 

    It was a challenging interview, but I felt confident in my responses.

    • The interviewer asked thought-provoking questions

    • I was able to showcase my skills and experience

    • I received positive feedback on my answers

    • Overall, it was a great learning experience

  • Answered by AI
  • Q2. Are you introvert or extrovert, leader or follower
  • Ans. 

    I am an ambivert who can adapt to both leadership and follower roles depending on the situation.

    • I am comfortable in social situations but also enjoy my alone time

    • I can take charge and lead a team when necessary

    • I am also able to follow instructions and work collaboratively with others

    • Examples: I have led group projects in school but also worked as a team member in a professional setting

  • Answered by AI
  • Q3. Strengths, Weaknesses-cross questioning on those
  • Q4. Your biggest achievement you are proud of
  • Ans. 

    My biggest achievement is completing a challenging project within a tight deadline.

    • Successfully completed a project within a tight deadline

    • Received appreciation from the client for the quality of work

    • Managed a team of 5 members and ensured timely delivery

    • Implemented innovative solutions to overcome project challenges

  • Answered by AI
  • Q5. Are you flexible with late working hours, any location preferences etc
  • Ans. 

    Yes, I am flexible with late working hours and location preferences.

    • I am willing to work beyond regular hours if required

    • I am open to working in different locations as per company's needs

    • I understand the importance of being flexible in a dynamic work environment

  • Answered by AI
  • Q6. Family Background
  • Q7. Pressure situation you have faced and how you handled it
  • Ans. 

    Handled pressure situation by prioritizing tasks and seeking help from team members.

    • Prioritized tasks based on urgency and importance

    • Communicated with team members to delegate tasks and seek help

    • Remained calm and focused to avoid making mistakes

    • Completed tasks within deadline despite pressure

    • Learned from the experience to improve future performance

  • Answered by AI
  • Q8. Why jpmc?
  • Ans. 

    JPMC is a leading global financial services firm with a strong reputation for innovation and excellence.

    • JPMC has a strong reputation for innovation and excellence in the financial services industry

    • The company offers a wide range of opportunities for career growth and development

    • JPMC is committed to diversity and inclusion, and has been recognized for its efforts in this area

    • The company has a strong focus on technology ...

  • Answered by AI

Interview Preparation Tips

Round: Test
Experience: This had 4 sections of 20 mcqs each. We were allotted 20 mins for each section after which theinvigilator would take away the respective section’s question paper.The 1st section was Verbal Ability.The questions were based on passages,complete the sentences with appropriate option and other general English qns such as find out error in the sentence. No question on synonym antonym except maybe 1 passage based question of that sort .English section was doable. Logic was the next section, it had questions based on blood relations, coding and decoding letters, direction sense , a passage on cubes and other logical questions which were easy overall Quants was next section which was a bit lengthy and had questions on pipes, speed distance and other prominent quants topics.Next was the programming section which had language independent questions of predict for the output of code, identify correct code, output of flowcharts and algorithms, multiple loops. Adifficult section overall.About 80 students appeared and around 37 were shortlisted
Duration: 80 minutes

Round: Technical Interview
Experience: There was no GD round unlike previous years and we had the technical round directly. I was asked to give a briefing about the projects I had done so for this ,one should know the purpose of the project ,the technology used ,the role you played ,the challenges you faced etc. Seeing my resume he asked me what I had learnt in a networking workshop I had mentioned it along with 3-4 other technical workshops. I barely remembered anything about itand said to him that I had attended it in my second year and I didn’t remember much.I alsouttered a few concepts on networking I could recollect. So make sure you don’t appear dumb about anything throughout the interview and keep the conversation going or don’t write things which you don’t remember just for enhancing your resume as it could back-fire on you.Asked me what is relational database Which editor is used in linux, what is shell scripting,commands in linux? Why JPMC?

Round: HR Interview
Experience: They don’t grill you much on technical. They just want to make sure that you will fit into their environment and work culture. Have the basic knowledge of every subject so that you can show that you have some idea and can drift the conversation in that direction if you are stuck

College Name: IIT MADRAS

Interview Questionnaire 

1 Question

  • Q1. They are asking banking type questions then tell about banking ques with confidently

I applied via Naukri.com and was interviewed before Sep 2019. There were 4 interview rounds.

Interview Questionnaire 

2 Questions

  • Q1. About Abs and Mbs securities
  • Q2. Fixed income securities like bonds and derivatives

Interview Preparation Tips

Interview preparation tips for other job seekers - Hi,
If have some basic knowledge about derivatives and fixed income securities we can crack the interview easyly.HR screening and online test is not a big deal for anyone.It will be cool going process I have ever seen.
All the best guys

Interview Questionnaire 

18 Questions

  • Q1. What is the most complex algorithm you've ever written?
  • Q2. Asked to explain my recent project in detail.
  • Q3. Asked which algorithm I’d used. I explained the algorithm with examples.Time complexity of my most recent project
  • Q4. How did you test your project?
  • Ans. 

    I tested my project using a combination of manual and automated testing methods.

    • Created test cases based on requirements and user stories

    • Performed functional testing to ensure all features worked as expected

    • Conducted regression testing after each code change

    • Used automated testing tools such as Selenium for UI testing

    • Tested for edge cases and error handling

    • Collaborated with team members to identify and resolve issues

    • Doc...

  • Answered by AI
  • Q5. Any conflicts within the team while making the project? How did you resolve them?
  • Ans. 

    Yes, there were conflicts within the team while making the project.

    • One team member wanted to use a different programming language which was not agreed upon initially.

    • Another team member was not contributing enough to the project.

    • We held a team meeting to discuss the issues and come up with a solution.

    • We agreed to stick to the original programming language and assigned specific tasks to each team member to ensure equal ...

  • Answered by AI
  • Q6. What are your weaknesses?
  • Ans. 

    I tend to overthink and sometimes struggle with time management.

    • Overthinking can lead to analysis paralysis

    • I am working on prioritizing tasks to improve time management

    • I am open to feedback and suggestions for improvement

  • Answered by AI
  • Q7. What are you passionate about?
  • Ans. 

    I am passionate about learning new things and exploring different cultures.

    • I enjoy reading books on history and anthropology.

    • I love traveling to new places and immersing myself in the local culture.

    • I am always eager to try new foods and learn about different cuisines.

    • I enjoy attending cultural events and festivals to learn more about different traditions.

    • I believe that learning about different cultures helps us to beco...

  • Answered by AI
  • Q8. What are the two things you really want to do with your passion?
  • Ans. 

    I want to use my passion for data analysis to solve complex problems and make a positive impact on society.

    • I want to work on projects that have a social impact, such as analyzing data to improve healthcare outcomes or reduce poverty

    • I want to collaborate with other analysts and experts to develop innovative solutions to complex problems

    • I want to continuously learn and improve my skills to stay up-to-date with the latest

  • Answered by AI
  • Q9. One innovative change you would like to bring in the current ATM system. (We had a healthy discussion on this one.)
  • Q10. What is your family background?
  • Ans. 

    My family background is diverse and multicultural.

    • My parents are from different countries and cultures.

    • I grew up speaking multiple languages at home.

    • My family values education and hard work.

    • We have a strong sense of community and support for each other.

    • My grandparents have interesting stories about their lives and experiences.

  • Answered by AI
  • Q11. One thing about your life you would want to change?
  • Ans. 

    I wish I had pursued my passion for music more seriously.

    • I have always loved playing the guitar and singing, but I never took it seriously as a career option.

    • I regret not joining a band or taking music lessons when I had the chance.

    • I feel like I missed out on a lot of opportunities to perform and improve my skills.

    • If I could go back in time, I would definitely prioritize my musical interests more.

  • Answered by AI
  • Q12. Do you have any senior friends at JPMC? I said "Yeah, many." They asked me to name them, and wrote a few names on the back of my resume
  • Q13. What is the difference between you now and in this photo? (the photo attached to my document)
  • Q14. Why do you like JPMC?
  • Ans. 

    I like JPMC because of its reputation, diverse opportunities, and commitment to innovation.

    • JPMC has a strong reputation in the financial industry, which is important to me as a junior analyst.

    • The company offers a wide range of opportunities for growth and development, including exposure to different business lines and functions.

    • JPMC is committed to innovation and investing in new technologies, which creates an exciting...

  • Answered by AI
  • Q15. What are your Strengths and Weaknesses?
  • Ans. 

    My strengths include attention to detail, analytical thinking, and adaptability. My weaknesses include public speaking and time management.

    • Strengths: attention to detail

    • Strengths: analytical thinking

    • Strengths: adaptability

    • Weaknesses: public speaking

    • Weaknesses: time management

  • Answered by AI
  • Q16. What is your Location preference?
  • Ans. 

    I am open to working in any location as long as it is within commuting distance.

    • Open to any location within commuting distance

    • No specific location preference

    • Flexible with location

  • Answered by AI
  • Q17. Ready to work night shifts?
  • Ans. 

    Yes, I am willing to work night shifts.

    • I understand that working night shifts is a requirement for this position and I am willing to adjust my schedule accordingly.

    • I have worked night shifts in the past and am familiar with the challenges and benefits of working during non-traditional hours.

    • I am committed to meeting the needs of the company and am willing to work whatever hours are necessary to ensure success.

  • Answered by AI
  • Q18. Any plans for further studies?
  • Ans. 

    Yes, I am planning to pursue a Master's degree in Business Analytics.

    • I have researched various universities and programs that align with my career goals.

    • I plan to take the GRE exam and start applying to schools in the next few months.

    • I believe that further education will enhance my skills and knowledge in the field.

    • I am also considering taking some online courses to supplement my learning.

    • I am excited about the opportu

  • Answered by AI

Interview Preparation Tips

Round: Test
Experience: It was a pen & paper test. There were 4 sections, 20 questions and 20 minutes for each section. You cannot switch between the sections as they take the question paper after a particular section is timed out.

1. Verbal- Comprehension and basic grammatical sentence structuring. I solved the latter part first. It wasn't very difficult

.2. Logic- Find the next number in series, next figure stuff. This was the simplest section.

3. Quants- Not that easy, but manageable.

4. Programming- Very difficult. Questions were majorly of the type:



a) Get the output (Almost all the codes had complexity n^2.)

b) Which of the following options is the correct algorithm for  c) Output of flowchart (Honestly, I don’t even remember seeing the flowcharts.)

d) One or two theory questions.



I solved around 7-8, made logical guesses for the rest.There was no negative marking, so I made sure I attempted all the questions. Also, I marked the answers with pencil, so that if I get time at the end of any section, I can change an answer after cross checking. After the aptitude test, we were given a chance to interact with the managers of the company. It was not a very formal session. Make sure you make the most of this opportunity, as no other company gives you such a chance. Get all your doubts about the company cleared in these 20-30 minutes. I gained some interesting insights about the company in this session. This was not an elimination round.
Tips: All of us struggled with this section. My suggestion would be to scan the paper for the theory questions first, then type a) questions and then type b). I doubt you’ll get time for type c). Another key point is to not get stuck on a particular question for a long time. If you are finding it difficult, there’s a possibility that others are also struggling with that question. So it would be wise to utilize that time to solve a few simple questions rather than one tough question. After all, weightage for each question is the same. ;)
Duration: 80 minutes

Round: HR Interview
Experience: Any questions for me? (I asked him about one of their products. )They look for many things apart from your technical skills.

General Tips: Always dress properly. Even if you are told that 'semi-formals' are allowed,wear formals.Read about the company and be thorough with the job they're offering. Sit for the company only if it interests you. I sat only for those companies whose job profiles aligned with my job preference.Eat your breakfast/lunch. Fruits preferably. Interview day can be stressful sometimes and you need energy to look lively in your interview.Don’t forget your manners. Ask for permission to enter the room, greet them and thank them after your interview.If you are rejected for a company, don't lose hope. Instead, accept the decision and analyze where you went wrong. Work on it and make sure you never repeat that mistake again.Come talk to me if you aren't able to cope up with rejections.Even I faced rejections, but every rejection taught me something that eventually helped me on 22nd September, in one way or the other. :)
College Name: IIT MADRAS

Skills evaluated in this interview

Interview Preparation Tips

Round: HR Interview
Experience: which ngo u worked for ?what was its problem statement?what was your contribution?Asked me to draw the use case diagram?in this sem which is your favourite subject ?Asked me what is simulation and its benefits?design a simulator for a metro15 days with the college...since u asked this sem fav sub i said simulation otherwise my fav sub is diffInterviewer:no we meant overall which is your fav sub?design a flying objecti asked him to give me properties of flying objectyour favouraite language?why?what awesome u did in javascriptif ur client irritates u for a trivial job , and u have lot of work to do...what will u do?what authenication u do at server sidewhy jpmc
what is inheritance and composition?and difference between them?
What are the benefits of inheritance
what is dynamic polymorphism 
do u like ur java teacher?
what effort did u take to learn java on your own...more than your curriculum.

College Name: IIT MADRAS

I applied via Referral

Interview Questionnaire 

11 Questions

  • Q1. Explain the Eurozone debt crisis
  • Ans. 

    The Eurozone debt crisis was a financial crisis that occurred in the European Union from 2009 to 2012.

    • The crisis was caused by a combination of factors, including high government debt, low economic growth, and a lack of competitiveness.

    • Some countries, such as Greece, had borrowed heavily and were unable to repay their debts, leading to fears of default.

    • The crisis led to bailouts of several countries by the European Uni...

  • Answered by AI
  • Q2. Difference between a bond and a debenture
  • Ans. 

    A bond is a type of debt security issued by companies or governments, while a debenture is a type of bond that is not secured by collateral.

    • Bonds are secured by collateral, while debentures are not.

    • Bonds have a fixed interest rate, while debentures may have a floating interest rate.

    • Bonds are typically issued by companies or governments to raise capital, while debentures are often issued by corporations.

    • Examples of bond...

  • Answered by AI
  • Q3. What is working capital
  • Ans. 

    Working capital is the difference between current assets and current liabilities of a company.

    • It is the amount of money a company has available for its day-to-day operations.

    • It is calculated by subtracting current liabilities from current assets.

    • Positive working capital means the company has enough funds to cover its short-term obligations.

    • Negative working capital means the company may struggle to meet its short-term o...

  • Answered by AI
  • Q4. Explain how the balance sheet works for banking sector
  • Ans. 

    The balance sheet for banking sector shows the assets, liabilities and equity of the bank at a specific point in time.

    • Assets include cash, loans, investments, and property

    • Liabilities include deposits, loans from other banks, and bonds

    • Equity includes the bank's capital and reserves

    • The balance sheet must balance, with assets equaling liabilities plus equity

    • The balance sheet is used to analyze the financial health of the

  • Answered by AI
  • Q5. If I buy a piece of equipment, walk me through the impact on the 3 financial statements
  • Ans. 

    Buying equipment affects all 3 financial statements

    • On the income statement, the purchase will be recorded as an expense, reducing net income

    • On the balance sheet, the equipment will be recorded as an asset, increasing total assets

    • On the cash flow statement, the purchase will be recorded as a cash outflow from investing activities

  • Answered by AI
  • Q6. What is goodwill ?
  • Ans. 

    Goodwill is an intangible asset that represents the value of a company's brand, reputation, and customer base.

    • Goodwill is recorded on a company's balance sheet as an asset.

    • It is calculated as the difference between the purchase price of a company and the fair market value of its net assets.

    • Goodwill can be created through acquisitions, mergers, or by building a strong brand and reputation over time.

    • Goodwill is subject t...

  • Answered by AI
  • Q7. What is a deferred tax asset ?
  • Ans. 

    A deferred tax asset is an accounting concept that represents a future tax benefit for a company.

    • It arises when a company has overpaid taxes or has carried forward tax losses from previous years.

    • It can be used to offset future tax liabilities and reduce the company's tax bill.

    • Examples include tax credits, unused tax deductions, and net operating losses.

    • Deferred tax assets are recorded on the balance sheet as an asset.

    • T...

  • Answered by AI
  • Q8. Tell me about yourself
  • Ans. 

    I am a recent graduate with a degree in finance and a passion for data analysis.

    • Graduated with a degree in finance

    • Passionate about data analysis

    • Completed internships in financial analysis

    • Proficient in Excel and SQL

    • Strong communication and problem-solving skills

  • Answered by AI
  • Q9. Why finance or investment banking ?
  • Ans. 

    I am passionate about finance and investment banking because of the dynamic nature of the industry and the opportunity to work with clients to achieve their financial goals.

    • I enjoy analyzing financial data and making informed investment decisions

    • I am fascinated by the constantly changing market trends and economic conditions

    • I am excited about the opportunity to work with clients to help them achieve their financial goa...

  • Answered by AI
  • Q10. How did you develop your interest towards this field ?
  • Ans. 

    I developed my interest in this field through a combination of personal curiosity and academic exposure.

    • I have always been fascinated by the intersection of technology and business

    • I pursued a degree in business with a focus on data analysis

    • I took courses in statistics and programming to develop my skills

    • I completed internships in data analysis and market research

    • I read industry publications and attended conferences to ...

  • Answered by AI
  • Q11. What are your strengths and weaknesses ?
  • Ans. 

    My strengths include attention to detail, analytical thinking, and adaptability. My weaknesses include public speaking and time management.

    • Strengths: attention to detail

    • Strengths: analytical thinking

    • Strengths: adaptability

    • Weaknesses: public speaking

    • Weaknesses: time management

  • Answered by AI

Interview Preparation Tips

Round: Technical Interview
Experience: I had done a couple of finance projects, one internship in a VC firm and published a paper at IIM Calcutta. All this excited the interviewer and he started grilling me about various questions related to the course projects, generally about basic terms in finance and about my internship. These answers I had well prepared and hence were smooth to answer. But what was unexpected is where it would lead to once you answer the initial set of questions. I was asked to explain Eurozone debt crisis in simple language. I had also given CFA and FRM level 1 exams and there were a few questions related to risk management and portfolio investment.

PS: Please note that since I had done so many things related to the core work at JP Morgan I was asked a lot of questions in core finance. IT IS NOT AT ALL NECESSARY that you will be asked the same questions.
Tips: Know the basics really well. It goes a long way if you know the concepts crystal clear. You can watch a few videos that explain the various crises and why they happened on Youtube. ( I have put up the links in the preparation material section). Be confident and if you don't know the answer, be straightforward to tell that you are not aware of that or maybe even have forgotten at the moment. Honesty helps! The interviewer can always guide you if you are stuck somewhere so ensure you attempt to answer or atleast get closer to the answer. Many a times they want to look into or analyze your thought process rather than getting the correct exact answer itself!

Round: Problem Statement
Experience: It should be easy if your fundamentals are really clear. The case as such does not matter much since the positives and negatives of different valuation models are pretty much well known. I showed on how i arrived at the number using the Discounted Cash Flow (DCF) Valuation model and Comparative Comparison Valuation model. They also wanted to check on how well you write and are able to put out on paper as this was a Junior Analyst interview for a Equity Research Analyst role.
Tips: Revise the various types of valuation models well and know the assumptions correctly. Models could get really complex sometimes but you should be clear with how you get at the final number and be able to explain it easily. Conceptually this is very interesting. This pretty much forms the basics of a lot of concepts in finance.

Round: HR Interview
Experience: This was a simple round. Usually you know the HR round questions already and hence you know how you could answer and even manipulate and steer the interview in your favour. Ensure you are clear with basic questions about how you got interested in this field and why you would like to pursue finance as a career option and not your core field (in my case it was civil engineering). A clear and simple story with facts shows that you have prepared well for the interview and have something concrete to say. So do prepare for these kind of questions and don't take them lightly.
Tips: Practice out loud alone and with your friends and take feedback. Most of the times you would yourself realize that you have not answered in the best way possible. But at the same time do not push yourself so much that you get confused at the end moment. Keep a good balance. Try writing down points on a piece of paper and then frame them accordingly on the spot. It always better to know the important points instead of "mugging up an answer". A good interviewer can always tell the difference.
Preparation for this round actually helps you connect with your inner self and you start to ask yourself why you think you deserve this job and why this is a very good bet as a career option. Hence do go through this exercise atleast a few times! :)

General Tips: In my case I had prepared a lot from various resources. I have put it out in detail in the previous section section.
CFA and FRM exams helped a lot for building a strong foundation but more importantly you actually need to be passionate about financial markets, how investment banks function, know the work details about your job profile and be excited about finance in general.
Do not try and put things in resume that you think will "look" very good but you wouldn't be able to explain it thoroughly. The job is very demanding and requires long working hours, so be prepared for it. Know some basic numbers like GDP of top economies, population, interest rates, valuations, etc so that even if you guess things it should sound reasonable.
Skill Tips: The best way to prepare would be actually building financial models, doing an internship in a financial services firm and getting a first hand experience of all the above. Theory part can be understood through CFA or FRM Level 1 books which pretty much cover the basics of finance.
Skills: Financial Modeling, Valuations, Mergers & Acquisitions, Basics of stock market, Portfolio Management, Risk Management
College Name: IIT MADRAS
Motivation: I was very keen to work at an Investment Bank. I had given CFA and FRM Level 1 and it had got me very excited about financial markets in general. I was trading part time and thoroughly enjoyed it. JP Morgan being one of the largest and most reputed Investment Banks I thought would give me exposure to various facets of equity research and thus improve my knowledge and understanding about markets. Also I was referred by my senior Kartheek Konanki who was an alum of IIT-Madras and the idea of having working with a lot of colleagues from various IITs excited me.
Funny Moments: I was asked a lot of questions about the movies I had seen like Wall Street, Boiler room and was asked to explain what happened to which character and why ? and that was not expected :P But they did make me comfortable and referred me other movies and books that would make learning all the more interesting. Net-net I think the interview had its fair share of ups and downs :D

Interview Questionnaire 

4 Questions

  • Q1. “What is P/E ratio?”
  • Ans. 

    P/E ratio is a financial metric used to evaluate the relative value of a company's stock by comparing its price to its earnings.

    • P/E ratio stands for Price-to-Earnings ratio.

    • It is calculated by dividing the market price per share by the earnings per share.

    • P/E ratio helps investors assess the potential return on investment and compare it with other companies in the same industry.

    • A high P/E ratio suggests that investors h...

  • Answered by AI
  • Q2. “Infy has a P/E ratio 45, what does that mean?”
  • Ans. 

    P/E ratio of 45 means that the stock price is 45 times higher than its earnings per share.

    • P/E ratio is a valuation ratio that compares a company's current share price with its earnings per share

    • A high P/E ratio indicates that investors are willing to pay more for each dollar of earnings

    • A low P/E ratio may indicate that the stock is undervalued or that the company is not performing well

    • For example, if a company has a P/...

  • Answered by AI
  • Q3. “How do you decide the credit rating of any company?”
  • Ans. 

    Credit rating of a company is decided based on various factors such as financial statements, industry trends, and management quality.

    • Analyze financial statements to determine the company's financial health

    • Consider industry trends and competition to assess the company's position in the market

    • Evaluate management quality and their ability to make sound business decisions

    • Use credit rating agencies such as Moody's or S&P fo...

  • Answered by AI
  • Q4. “name any 5 stocks which are doing extremely good.”
  • Ans. 

    Tesla, Amazon, Apple, Microsoft, and Facebook are doing extremely well.

    • Tesla's stock has surged due to strong demand for electric vehicles.

    • Amazon's stock has benefited from the shift to online shopping during the pandemic.

    • Apple's stock has been boosted by strong sales of iPhones and other devices.

    • Microsoft's stock has risen due to growth in its cloud computing business.

    • Facebook's stock has been resilient despite contro

  • Answered by AI

Interview Preparation Tips

Round: Group Discussion
Experience: Group of 16 people, the discussion was a bit chaotic so I had to look out for a chance to speak and capitalize on it. Speaking too much won't help rather speak sensible, there were people who just spoke once and were shortlisted.
Having knowledge about various companies helped me lot in putting good examples.

Round: HR Interview
Experience: I did not know answers to most of the questions but they wanted to check my thought process, how logically I can answer the question. They wanted those candidates who would go for an MBA after working for 3-4 years with them, some questions on my family background. At the end again how confident you are with your answers is all what matters.

College Name: IIT KANPUR

Interview Preparation Tips

Round: Resume Shortlist
Experience: This was the first round. Around 120 people were selected after this. The company had asked for filling in a google form to mention all the finance courses/internships/projects/certifications. I think they shortlisted people with some finance knowledge or good CG or good Positions of Responsibility.
Tips: I would suggest everybody to spend the starting of the semester in preparing their resume. And ask for as much reviews from seniors as possible. A good resume is the first step towards your selection. If you are not able to show how talented you are, then its your fault. So, do spend a lot of time in editing and reviewing resume.

Round: Test
Experience: All the 120 people were asked to write 2 short essays in 30 min time. The topics were:
1. Why Finance?
2. What is the importance of "Digital India" in taking India forward?

The 2nd question had 2 choices (I don't remember the 2nd choice). We had to write these answers in one A4 size page in MS Word, and then mail it to company.
Tips: Do prepare for the "Why Finance?" question.
For the 2nd question, be thorough with the recent economic and business news (national and global). You should know how to connect different events in the world to everything.
Also, you need to have good writing and English skills to ace this round.
Duration: 30 min minutes

Round: Technical Interview
Experience: This was a pure technical (finance) interview. They asked me questions from the finance competitions i had participated in. They also asked questions from Macro-economics, valuation multiples etc.
1. How will interest rate cut affect inflation and economic growth?
2. What is DCF? How do you calculate it?
3. Why is D&A added back again in DCF?
4. What are the different Valuation Multiples?
5. Which multiple P/E or EV/EBITDA is more useful from Investor point of view?
6. Tell me about yourself?
7. Higher P/E is better or Lower? same question for EV/EBITDA?
8. Do you follow markets?
9. Do you follow any stock?
10. Why didn't you give CFA?
Tips: I think there is not much needed to prepare for this if you already know what is there is your resume and you have finance knowledge.
For all the other people who don't know finance, this is not the company for you. Because they are going to grill you on anything and everything you say. So be prepared for question from your internships (if you had done any in finance).

Round: HR Interview
Experience: This round was very peaceful. The interviewer asked me basic questions like
1. Why this position?
2. Where do you see yourself in 5 years.
3. Are you thinking of doing MBA?
and basic stuff like that.
Tips: You need to be thorough with the profile you are applying for, why you are applying for it and all the other basic HR questions like why this company etc.

Skills: Analyzing And Problem Solving Skills, Verbal Communication Skills, Writing Skills, Finance
College Name: IIT Kharagpur

Sun Life Financial Interview FAQs

How many rounds are there in Sun Life Financial Junior Process Executive interview?
Sun Life Financial interview process usually has 2 rounds. The most common rounds in the Sun Life Financial interview process are Aptitude Test and One-on-one Round.

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