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Wealth First Portfolio Managers Interview Questions and Answers

Updated 14 Mar 2022

1 interview found

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Relationship Manager Interview Questions

user image Anonymous

posted on 14 Mar 2022

I applied via Walk-in and was interviewed in Feb 2022.

1 Interview Round

1

Aptitude Test Round (1 Question)

  • Q1. CAGR And XIRR Mutual funds types of mutual fund Bonds and how bonds are issued Future goal why should we hire you SIP(systematic investment Plan)

Interview Preparation Tips

Interview preparation tips for other job seekers - clear basic knowledge of finance terms and have proper attire before you going for interview.

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Interview experience
5
 Excellent
Difficulty level
 Easy
Duration
 2-4 weeks
Result
Selected  Selected

I applied via Naukri.com and was interviewed in Nov 2024.

1 Interview Round

1

Technical Round (2 Questions)

  • Q1. Sorting of 1d array
  • Q2. Basics of Camunda, Java and Spring boot.

Interview Preparation Tips

Topics to prepare for JPMorgan Chase & Co. Software Engineer interview:
  • Java
  • DSA
  • Camunda
  • Spring Boot
Interview experience
3
 Average
Difficulty level
 -
Duration
 -
Result
 -

1 Interview Round

1

One-on-one Round (3 Questions)

  • Q1. What is cursor, Sequence, Sql related questions
  • Q2. Java related questions
  • Q3. Questions based on Resume
Interview experience
4
 Good
Difficulty level
 Moderate
Duration
 Less than 2 weeks
Result
Selected  Selected

I applied via Campus Placement and was interviewed before Dec 2023.

2 Interview Rounds

1

Technical Round (2 Questions)

  • Q1. Building financial model
  • Q2. Listening a concall and preparing highlights
2

One-on-one Round (2 Questions)

  • Q1. My interests, sector knowledge background information internship experience
  • Q2. Salary expectations
Interview experience
5
 Excellent
Difficulty level
 Moderate
Duration
 2-4 weeks
Result
Selected  Selected

I applied via Campus Placement and was interviewed in Oct 2024.

1 Interview Round

1

One-on-one Round (2 Questions)

  • Q1. Tell me about your internship?
  • Q2. Tell me about your self?
Interview experience
5
 Excellent
Difficulty level
 Easy
Duration
 Less than 2 weeks
Result
Selected  Selected

I applied via Naukri.com and was interviewed in Jul 2024.

1 Interview Round

1

One-on-one Round (3 Questions)

  • Q1. Tell me about your experience
  • Q2. What about the role that you have understood
  • Q3. Chief officer asked something related to global timings(est, ist, etc) and name of currencies

Interview Preparation Tips

Interview preparation tips for other job seekers - If you have a good communication with decent general knowledge then you can crack it easily
Interview experience
5
 Excellent
Difficulty level
 Moderate
Duration
 Less than 2 weeks
Result
Selected  Selected

I applied via Referral and was interviewed in Jul 2024.

1 Interview Round

1

Behavioral Round (2 Questions)

  • Q1. About Self introduction
  • Q2. What do u know about Banking

Interview Preparation Tips

Interview preparation tips for other job seekers - If any Candidates Are looking for any company please Make sure that To know about company imean Sure that U have to Know about That company and go for interview.

Sales Officer Interview Questions

Sakthi Finance user image Vasantha Kumar. M

posted on 14 Aug 2024

Interview experience
4
 Good
Difficulty level
 Easy
Duration
 Less than 2 weeks
Result
Selected  Selected

I applied via Campus Placement and was interviewed in Jul 2024.

3 Interview Rounds

1

Group Discussion Round

Future of Indian economy will going

2

Aptitude Test Round

Basic of mathamatics and geneal questions for finace

3

HR Round (3 Questions)

  • Q1. Are you interested to sales..?
  • Q2. How to manage your team..?
  • Q3. What is commercial vehicles.?

Interview Preparation Tips

Interview preparation tips for other job seekers - Should have a good product knowledge.
Interview experience
5
 Excellent
Difficulty level
 Moderate
Duration
 Less than 2 weeks
Result
Selected  Selected

I applied via LinkedIn and was interviewed in Aug 2024.

2 Interview Rounds

1

One-on-one Round (2 Questions)

  • Q1. Core Operations
  • Q2. Process and Policy
2

HR Round (2 Questions)

  • Q1. Expected Salary
  • Q2. Expected Notice period

Interview Preparation Tips

Interview preparation tips for other job seekers - Good
Interview experience
4
 Good
Difficulty level
 Easy
Duration
 Less than 2 weeks
Result
Selected  Selected

2 Interview Rounds

1

One-on-one Round (1 Question)

  • Q1. About experience
2

One-on-one Round (2 Questions)

  • Q1. What is your experience in mortgage
  • Q2. About experience

Wealth First Portfolio Managers Interview FAQs

How many rounds are there in Wealth First Portfolio Managers interview?
Wealth First Portfolio Managers interview process usually has 1 rounds. The most common rounds in the Wealth First Portfolio Managers interview process are Aptitude Test.
How to prepare for Wealth First Portfolio Managers 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 Wealth First Portfolio Managers. The most common topics and skills that interviewers at Wealth First Portfolio Managers expect are Mutual Funds, Wealth Management, Back Office Operations, Backend Operations and Banking Operations.

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based on 1 Wealth First Portfolio Managers interview
WalkIn
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Wealth First Portfolio Managers Reviews and Ratings

based on 2 reviews

4.3/5

Rating in categories

3.6

Skill development

4.3

Work-Life balance

4.3

Salary & Benefits

4.3

Job Security

4.3

Company culture

4.3

Promotions/Appraisal

3.6

Work Satisfaction

Explore 2 Reviews and Ratings
Wealth Manager

Ahmedabad

1-6 Yrs

₹ 5-10 LPA

Hr Assistant

Ahmedabad

0-5 Yrs

₹ 2-3.75 LPA

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