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Wise Finserv Wealth Manager Interview Questions and Answers

Updated 1 Mar 2024

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Wealth Manager Interview Questions

user image Anonymous

posted on 1 Mar 2024

Interview experience
1
 Bad
Difficulty level
 Easy
Duration
 Less than 2 weeks
Result
Selected  Selected

I applied via campus placement at Jaipuria Institute of Management, Ghaziabad and was interviewed before Mar 2023.

1 Interview Round

1

One-on-one Round (4 Questions)

  • Q1. Normal question asked only
  • Q2. Are you abe to sale the products
  • Q3. Have you know about mutual fund
  • Q4. What is financial planning

Interview Preparation Tips

Interview preparation tips for other job seekers - Please not join this company very worse office culture

Interview questions from similar companies

Interview experience
1
 Bad
Difficulty level
 Moderate
Duration
 2-4 weeks
Result
Selected  Selected

I applied via Recruitment Consulltant and was interviewed in Jun 2024.

2 Interview Rounds

1

One-on-one Round (1 Question)

  • Q1. How will you achieve target?
2

One-on-one Round (2 Questions)

  • Q1. How will you achieve your target?
  • Q2. What is your current role ?

Interview Preparation Tips

Interview preparation tips for other job seekers - Govt feeling , No one is there to listen your problem.
Interview experience
3
 Average
Difficulty level
 Easy
Duration
 Less than 2 weeks
Result
Selected  Selected

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

1 Interview Round

1

Group Discussion Round

Digital transactions good for Indian Economy or not?

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

I applied via Indeed and was interviewed before May 2023.

1 Interview Round

1

Behavioral Round (5 Questions)

  • Q1. What do you know about the equity market?
  • Q2. Where do you see yourself in 5 years?
  • Q3. Tell me about a time when you had gone above and beyond to serve a customer
  • Q4. How do you plan to solicit clients
  • Q5. They will present different case scenarios

Interview Preparation Tips

Interview preparation tips for other job seekers - Just be yourself, don't be nervous, be confident in yourself, prepare stories for different scenarios related to your job, brush up on current market knowledge and rules and regulations and you're good to go. All the best!

Interview Questions

Interview Preparation Tips

Interview preparation tips for other job seekers - Worst they prefer only girls and the funny part is they don't ask for CV

Wise Finserv Interview FAQs

How many rounds are there in Wise Finserv Wealth Manager interview?
Wise Finserv interview process usually has 1 rounds. The most common rounds in the Wise Finserv interview process are One-on-one Round.
How to prepare for Wise Finserv 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 Wise Finserv. The most common topics and skills that interviewers at Wise Finserv expect are Wealth Management, Bonds, CFP, Cross Selling and FD.
What are the top questions asked in Wise Finserv Wealth Manager interview?

Some of the top questions asked at the Wise Finserv Wealth Manager interview -

  1. have you know about mutual f...read more
  2. what is financial plann...read more
  3. normal question asked o...read more

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People are getting interviews through

based on 1 Wise Finserv interview
Campus Placement
100%
Low Confidence
?
Low Confidence means the data is based on a small number of responses received from the candidates.

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Wise Finserv Wealth Manager Reviews and Ratings

based on 7 reviews

3.8/5

Rating in categories

3.8

Skill development

3.6

Work-Life balance

3.6

Salary & Benefits

3.6

Job Security

3.6

Company culture

3.4

Promotions/Appraisal

3.4

Work Satisfaction

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