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Vivekam Financial Services Wealth Manager Interview Questions and Answers

Updated 25 Sep 2024

Vivekam Financial Services Wealth Manager Interview Experiences

1 interview found

Interview experience
4
Good
Difficulty level
-
Process Duration
-
Result
-
Round 1 - Aptitude Test 

Quant, Basics Of Financial Markets, General Finance

Round 2 - One-on-one 

(2 Questions)

  • Q1. What do you know about financial Markets
  • Ans. 

    Financial markets are platforms where buyers and sellers trade financial assets such as stocks, bonds, commodities, and currencies.

    • Financial markets facilitate the flow of capital between investors and borrowers.

    • They provide liquidity and price discovery for assets.

    • Examples include stock exchanges like NYSE and NASDAQ, bond markets, commodity markets, and forex markets.

  • Answered by AI
  • Q2. What is the need of stock market
  • Ans. 

    The stock market provides a platform for companies to raise capital and for investors to buy and sell securities.

    • Allows companies to raise capital by selling shares of ownership

    • Provides investors with opportunities to buy and sell securities for potential profit

    • Facilitates price discovery and efficient allocation of capital

    • Enables diversification of investment portfolios

    • Offers liquidity for investors to easily buy and

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - be confident and answer honestly

Interview questions from similar companies

Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
-
Round 1 - Aptitude Test 

All are situation questions

Round 2 - HR 

(1 Question)

  • Q1. Full form of icici
  • Ans. 

    ICICI stands for Industrial Credit and Investment Corporation of India.

    • ICICI was originally established in 1955 as a joint venture between the World Bank, the Government of India, and Indian industry.

    • It is now one of the largest private sector banks in India, offering a wide range of financial products and services.

    • ICICI Bank is the banking subsidiary of ICICI Group, which also includes insurance, asset management, and

  • Answered by AI
Round 3 - HR 

(1 Question)

  • Q1. Why do want job in ICICI bank
  • Ans. 

    I am passionate about the banking industry and believe ICICI Bank offers great opportunities for growth and development.

    • I have always been interested in finance and banking, and I believe ICICI Bank is a reputable institution with a strong presence in the industry.

    • I am impressed by ICICI Bank's innovative products and services, and I am excited about the possibility of contributing to their success.

    • I have heard positiv...

  • Answered by AI
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
Interview experience
2
Poor
Difficulty level
-
Process Duration
-
Result
-
Round 1 - HR 

(2 Questions)

  • Q1. What is rmg ?
  • Ans. 

    rmg stands for risk management group, which is a team or department within a financial institution responsible for identifying, assessing, and mitigating risks.

    • rmg is crucial in ensuring the financial institution operates within acceptable risk levels

    • They develop risk management strategies and policies to protect the institution from potential losses

    • Examples of risks managed by rmg include credit risk, market risk, ope

  • Answered by AI
  • Q2. Long distance transfer

Interview Preparation Tips

Interview preparation tips for other job seekers - Hr policy is zero and not value of hr person
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
Interview experience
4
Good
Difficulty level
-
Process Duration
-
Result
-
Round 1 - One-on-one 

(1 Question)

  • Q1. Explain different banking products
  • Ans. 

    Banking products include savings accounts, checking accounts, loans, credit cards, and investment products.

    • Savings accounts: Allow customers to save money and earn interest on their deposits.

    • Checking accounts: Used for everyday transactions like paying bills and making purchases.

    • Loans: Money borrowed from a bank that must be repaid with interest over time.

    • Credit cards: Allow users to make purchases on credit and pay ba...

  • Answered by AI
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
Interview experience
5
Excellent
Difficulty level
Hard
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Referral and was interviewed in Dec 2022. There was 1 interview round.

Round 1 - HR 

(2 Questions)

  • Q1. Self Introduction Work Experience Knowledge about banking and process
  • Q2. Banking products Work experience in detail Location to work panindia
  • Ans. 

    I have extensive work experience in banking products and I am open to working pan-India.

    • I have worked with various banking products such as savings accounts, credit cards, loans, and insurance policies.

    • I have experience in both retail and corporate banking.

    • I am familiar with the regulatory framework governing the banking industry.

    • I am open to working in any location across India.

    • I am willing to learn and adapt to new b

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Good place to work. Nice atmosphere. everything is in streamline here..process which guides a newcomer easily..
Round 1 - HR 

(2 Questions)

  • Q1. Why you want to join icici bank
  • Q2. About your current profile

Interview Preparation Tips

Interview preparation tips for other job seekers - Just be confident and you have to know about the profile for which you applied and is it related to your current profile
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.

Vivekam Financial Services Interview FAQs

How many rounds are there in Vivekam Financial Services Wealth Manager interview?
Vivekam Financial Services interview process usually has 2 rounds. The most common rounds in the Vivekam Financial Services interview process are Aptitude Test and One-on-one Round.
How to prepare for Vivekam Financial Services Wealth Manager 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 Vivekam Financial Services. The most common topics and skills that interviewers at Vivekam Financial Services expect are Wealth Management, HNI Acquisition, HNI Client Handling, HNI Sales and Investment Advisory.
What are the top questions asked in Vivekam Financial Services Wealth Manager interview?

Some of the top questions asked at the Vivekam Financial Services Wealth Manager interview -

  1. what do you know about financial Mark...read more
  2. What is the need of stock mar...read more

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Vivekam Financial Services Wealth Manager Interview Process

based on 1 interview

Interview experience

4
  
Good
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