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WeMakeScholars Financial Advisor Interview Questions and Answers

Updated 13 Oct 2024

WeMakeScholars Financial Advisor Interview Experiences

2 interviews found

Financial Advisor Interview Questions & Answers

user image Anonymous

posted on 13 Oct 2024

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

I applied via Internshala and was interviewed before Oct 2023. There were 3 interview rounds.

Round 1 - Aptitude Test 

20 questions asked. General CAT type questions

Round 2 - HR 

(2 Questions)

  • Q1. About education background
    • Add your answer
  • Q2. About family and
    • Add your answer
Round 3 - Founder interview 

(2 Questions)

  • Q1. Expectations from the job
  • Ans. 

    To provide comprehensive financial advice and guidance to clients, helping them achieve their financial goals and secure their financial future.

    • Develop personalized financial plans based on clients' goals and risk tolerance

    • Monitor and adjust investment portfolios to ensure alignment with clients' objectives

    • Educate clients on various financial products and services available to them

    • Stay up-to-date on market trends and e...

    • Answered by AI
    Add your answer
  • Q2. Mental maths questions
    • Add your answer

Financial Advisor Interview Questions & Answers

user image Anonymous

posted on 18 Jan 2024

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

I applied via Referral and was interviewed before Jan 2023. There were 3 interview rounds.

Round 1 - HR 

(3 Questions)

  • Q1. General about my profile
    • Add your answer
  • Q2. Education background
    • Add your answer
  • Q3. Why I am interested in such a profile
    • Add your answer
Round 2 - Aptitude Test 

20 questions of aptitude CAT style

Round 3 - With founder  

(3 Questions)

  • Q1. General about my interests
    • Add your answer
  • Q2. Family Background
    • Add your answer
  • Q3. Maths questions about percentages
    • Add your answer

Interview Preparation Tips

Interview preparation tips for other job seekers - For Financial officer role, you should have good communication skills and good in maths.

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Top trending discussions

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Interview Tips & Stories
2w
heartwarmingracoon
Verified Icon
·
works at
Esways Conglomerate
Post interview process
I am working as a front-end developer for 4.5years in a same company. So I think this is the right time to switch my job. I attended F2F interview yesterday(21-01-25) at TCD, I completed two rounds of interview and wait for a while, they say you may leave now you got a call from us soon. Is they call me either I cleared the interview or not cleared it, or they call only I cleared the interview? Can I wait for the call or focus on other interview?
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Interview questions from similar companies

Financial Associate Interview Questions & Answers

Physicswallah user image Anonymous

posted on 7 Jul 2024

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

I applied via Naukri.com and was interviewed in Jan 2024. There were 2 interview rounds.

Round 1 - HR 

(5 Questions)

  • Q1. Tell me something about yourself
    • Add your answer
  • Q2. Why do you want to join physicswallah
    • Add your answer
  • Q3. What are the golden rules of accounting
  • Ans. 

    The golden rules of accounting are basic principles that guide the process of recording financial transactions.

    • The golden rules include: Debit what comes in, Credit what goes out; Debit the receiver, Credit the giver; Debit expenses and losses, Credit income and gains.

    • These rules help ensure accurate and consistent recording of financial transactions.

    • For example, when a company receives cash from a customer, the transa...

    • Answered by AI
    Add your answer
  • Q4. How physicswallah will work upon to stay in the competitive environment
    • Add your answer
  • Q5. What is vlook up and pivot table
  • Ans. 

    VLOOKUP is a function in Excel used to search for a value in a table and return a corresponding value. Pivot table is a data summarization tool in Excel.

    • VLOOKUP stands for 'vertical lookup' and is used to search for a value in the first column of a table and return a value in the same row from a specified column.

    • Pivot table is a data summarization tool in Excel that allows you to reorganize and summarize selected colum...

    • Answered by AI
    Add your answer
Round 2 - HR 

(2 Questions)

  • Q1. What is ind AS
  • Ans. 

    Ind AS stands for Indian Accounting Standards, which are converged with International Financial Reporting Standards (IFRS).

    • Ind AS are accounting standards adopted by companies in India for financial reporting.

    • They are converged with IFRS to ensure transparency and comparability of financial statements.

    • They are mandatory for certain companies based on their size and nature of business.

    • Ind AS aim to bring consistency and...

    • Answered by AI
    Add your answer
  • Q2. Some journal entry question
    • Add your answer

Interview Preparation Tips

Interview preparation tips for other job seekers - Easy round prepare well you will get a good package

Skills evaluated in this interview

Financial Analyst Interview Questions & Answers

BYJU'S user image Chaithanya mv

posted on 10 Nov 2023

Interview experience
3
Average
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Not Selected

I applied via Company Website and was interviewed in Oct 2023. 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 - Aptitude Test 

By giving a options to the relevant questions and give a much time to answer

Round 3 - HR 

(1 Question)

  • Q1. Tell me about the company Tell me what you have learnt in the academic
    • Add your answer

Financial Associate Interview Questions & Answers

Physicswallah user image Anonymous

posted on 9 Aug 2023

Interview experience
3
Average
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Naukri.com and was interviewed in Apr 2023. There were 3 interview rounds.

Round 1 - Resume Shortlist 
Pro Tip by AmbitionBox:
Don’t add your photo or details such as gender, age, and address in your resume. These details do not add any value.
View all tips
Round 2 - HR 

(2 Questions)

  • Q1. Some information about yourself
    • Add your answer
  • Q2. Some information about your past experience
    • Add your answer
Round 3 - Technical 

(1 Question)

  • Q1. About domain experience
    • Add your answer

Interview Preparation Tips

Interview preparation tips for other job seekers - Worst organisation to work.

Financial Associate Interview Questions & Answers

BYJU'S user image Anonymous

posted on 24 Feb 2023

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

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

Round 1 - One-on-one 

(3 Questions)

  • Q1. What is Nach Process ?
  • Ans. 

    NACH (National Automated Clearing House) is an electronic payment system used for bulk transactions.

    • NACH is used for various types of transactions such as salary payments, dividends, and loan repayments.

    • It is a paperless and electronic mode of payment.

    • NACH is operated by the National Payments Corporation of India (NPCI).

    • Answered by AI
    Add your answer
  • Q2. What is Emandate Process?
  • Ans. 

    Emandate process is a paperless method of authorizing recurring payments from a bank account.

    • Emandate process eliminates the need for physical mandates or standing instructions.

    • It allows customers to authorize recurring payments through their bank's internet banking platform.

    • Emandate process is commonly used for payment of bills, insurance premiums, loan repayments, etc.

    • It is a secure and convenient way of making recur...

    • Answered by AI
    Add your answer
  • Q3. Will you work 24*7 ?
    • Add your answer

Interview Preparation Tips

Interview preparation tips for other job seekers - Better avoid going for this job if you want peace of mind.
More about working at WeMakeScholars

WeMakeScholars Interview FAQs

How many rounds are there in WeMakeScholars Financial Advisor interview?
WeMakeScholars interview process usually has 3 rounds. The most common rounds in the WeMakeScholars interview process are HR and Aptitude Test.
What are the top questions asked in WeMakeScholars Financial Advisor interview?

Some of the top questions asked at the WeMakeScholars Financial Advisor interview -

  1. Maths questions about percenta...read more
  2. General about my intere...read more
  3. About education backgro...read more

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WeMakeScholars Financial Advisor Interview Process

based on 2 interviews

Interview experience

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Excellent
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WeMakeScholars Financial Advisor Salary
based on 6 salaries
₹3.9 L/yr - ₹4 L/yr
17% less than the average Financial Advisor Salary in India
View more details

WeMakeScholars Financial Advisor Reviews and Ratings

based on 12 reviews

4.7/5

Rating in categories

4.6

Skill development

4.7

Work-life balance

4.5

Salary

4.5

Job security

4.7

Company culture

4.6

Promotions

4.7

Work satisfaction

Explore 12 Reviews and Ratings
WeMakeScholars Salaries in India
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Senior Financial Officer
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₹3.2 L/yr - ₹3.9 L/yr

Processing Officer
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₹2 L/yr - ₹3.6 L/yr

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