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Wealth First Portfolio Managers Relationship Manager Interview Questions and Answers

Updated 14 Mar 2022

Wealth First Portfolio Managers Relationship Manager Interview Experiences

1 interview found

I applied via Walk-in and was interviewed in Feb 2022. There was 1 interview round.

Round 1 - Aptitude Test 

(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)
  • Ans. 

    CAGR and XIRR are important financial metrics used to measure investment performance. Understanding bonds and mutual funds is also crucial.

    • CAGR (Compound Annual Growth Rate) measures the average annual growth rate of an investment over a specific period of time.

    • XIRR (Extended Internal Rate of Return) is a more complex metric that takes into account irregular cash flows and is used to calculate returns on investments li...

  • Answered by AI

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.

Interview questions from similar companies

Interview experience
5
Excellent
Difficulty level
Easy
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Walk-in and was interviewed before Apr 2022. There were 2 interview rounds.

Round 1 - HR 

(2 Questions)

  • Q1. Company policy norms
  • Ans. 

    Company policy norms refer to the rules and guidelines set by the company for employees to follow.

    • Company policy norms cover areas such as dress code, attendance, code of conduct, and use of company resources.

    • Employees are expected to adhere to these norms to maintain a professional work environment.

    • Examples of company policy norms may include restrictions on social media use during work hours, guidelines for interacti...

  • Answered by AI
  • Q2. Business related
Round 2 - HR 

(1 Question)

  • Q1. Normal interview questions

Interview Preparation Tips

Interview preparation tips for other job seekers - Better work place
Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
-
Round 1 - One-on-one 

(2 Questions)

  • Q1. Job experience working achievement
  • Q2. Why u want to join

Interview Preparation Tips

Interview preparation tips for other job seekers - Freely confidently give interview
Interview experience
4
Good
Difficulty level
Moderate
Process Duration
2-4 weeks
Result
Selected Selected

I applied via Naukri.com and was interviewed before Nov 2022. There were 3 interview rounds.

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 - One-on-one 

(1 Question)

  • Q1. IDENTIFY GROWTH AREAS AND TELL YOUR STRATEGY
  • Ans. 

    Identifying growth areas and developing strategies to capitalize on them is crucial for success as a Relationship Manager.

    • Conduct market research to identify potential growth areas

    • Analyze customer feedback and trends to pinpoint areas for improvement

    • Develop personalized strategies for each client based on their unique needs and goals

    • Collaborate with cross-functional teams to implement growth initiatives

    • Regularly review...

  • Answered by AI
Round 3 - HR 

(1 Question)

  • Q1. ABOUT JOB REQUIREMENTS AND TRAVELL

Interview Preparation Tips

Interview preparation tips for other job seekers - BE HONEST TO YOUR STRENGTHS, AND DO NOT TRY TO BE A JOB SEEKER, JUST TAKE THE INTERVIEW AS AN OPPORTUNITY FOR YOU AND FOR THE COMPANY( INTERVIEWER) ALSO.

Interview Questionnaire 

1 Question

  • Q1. Basic questions were asked .. be confident and energetic while giving interview

I applied via Walk-in and was interviewed in Jun 2021. There was 1 interview round.

Interview Questionnaire 

1 Question

  • Q1. Tell about ur self

Interview Preparation Tips

Interview preparation tips for other job seekers - Worest company
Don’t join credit not support in Salem
Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
-
Round 1 - One-on-one 

(2 Questions)

  • Q1. Job experience working achievement
  • Q2. Why u want to join

Interview Preparation Tips

Interview preparation tips for other job seekers - Freely confidently give interview
Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Company Website and was interviewed in Jun 2024. There were 2 interview rounds.

Round 1 - HR 

(2 Questions)

  • Q1. What are the facilities associated with the Eterna card?
  • Ans. 

    The Eterna card offers various facilities such as cash withdrawal, online transactions, rewards points, and discounts at partner merchants.

    • Cash withdrawal from ATMs

    • Online transactions for shopping and bill payments

    • Earn rewards points for every transaction

    • Avail discounts at partner merchants

    • 24/7 customer support for any card-related queries

  • Answered by AI
  • Q2. How to manage your team, if you are selected?
  • Ans. 

    I would manage my team by setting clear goals, providing support and guidance, fostering open communication, and recognizing and rewarding achievements.

    • Set clear goals and expectations for the team

    • Provide support and guidance to team members

    • Foster open communication and encourage feedback

    • Recognize and reward achievements to motivate the team

    • Lead by example and demonstrate a positive attitude

  • Answered by AI
Round 2 - HR 

(1 Question)

  • Q1. What actions can you take to benefit your region at the top level within the zone?
  • Ans. 

    To benefit the region at the top level within the zone, I would focus on building strong relationships with key stakeholders, implementing strategic initiatives, and fostering a culture of collaboration and innovation.

    • Develop partnerships with local businesses and organizations to support economic growth

    • Implement community outreach programs to address social issues and improve quality of life

    • Collaborate with government...

  • Answered by AI

Interview Questionnaire 

1 Question

  • Q1. Basic questions were asked .. be confident and energetic while giving interview

I was interviewed before May 2020.

Interview Questionnaire 

1 Question

  • Q1. Just generally business knowledge

Interview Preparation Tips

Interview preparation tips for other job seekers - Don’t have any support To sales

Wealth First Portfolio Managers Interview FAQs

How many rounds are there in Wealth First Portfolio Managers Relationship Manager 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.

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Wealth First Portfolio Managers Relationship Manager Salary
based on 5 salaries
₹3 L/yr - ₹5 L/yr
15% less than the average Relationship Manager Salary in India
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