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Wise Finserv Wealth Manager Interview Questions and Answers

Updated 1 Mar 2024

Wise Finserv Wealth Manager Interview Experiences

1 interview found

Interview experience
1
Bad
Difficulty level
Easy
Process 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. There was 1 interview round.

Round 1 - One-on-one 

(4 Questions)

  • Q1. Normal question asked only
  • Q2. Are you abe to sale the products
  • Q3. Have you know about mutual fund
  • Ans. 

    Mutual funds are investment vehicles that pool money from multiple investors to invest in a diversified portfolio of securities.

    • Mutual funds are managed by professional fund managers who make investment decisions on behalf of the investors.

    • Investors can buy shares of mutual funds, which represent their ownership in the fund's portfolio.

    • Mutual funds offer diversification, liquidity, and professional management to invest...

  • Answered by AI
  • Q4. What is financial planning
  • Ans. 

    Financial planning is the process of setting goals, evaluating resources, and creating a plan to achieve financial success.

    • Involves setting financial goals and objectives

    • Assessing current financial situation and resources

    • Creating a plan to achieve financial goals, including budgeting, investing, and saving

    • Regularly reviewing and adjusting the plan as needed

  • Answered by AI

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
Process Duration
2-4 weeks
Result
Selected Selected

I applied via Recruitment Consulltant and was interviewed in Jun 2024. There were 2 interview rounds.

Round 1 - One-on-one 

(1 Question)

  • Q1. How will you achieve target?
Round 2 - One-on-one 

(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
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Campus Placement and was interviewed in Oct 2024. There was 1 interview round.

Round 1 - Group Discussion 

Digital transactions good for Indian Economy or not?

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

I applied via Indeed and was interviewed before May 2023. There was 1 interview round.

Round 1 - Behavioral 

(5 Questions)

  • Q1. What do you know about the equity market?
  • Ans. 

    Equity market refers to the buying and selling of company stocks on stock exchanges.

    • Equity market is where investors buy and sell shares of publicly traded companies.

    • Prices of stocks are determined by supply and demand in the market.

    • Investors can make profits by buying low and selling high.

    • Factors such as company performance, economic conditions, and market trends influence stock prices.

  • Answered by AI
  • 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
  • Ans. 

    I plan to solicit clients through networking, referrals, social media, and targeted marketing strategies.

    • Utilize networking events to connect with potential clients and build relationships

    • Ask satisfied clients for referrals to expand client base

    • Utilize social media platforms to showcase expertise and attract new clients

    • Implement targeted marketing strategies such as email campaigns or direct mail

    • Offer educational semin

  • Answered by AI
  • 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!

I applied via Walk-in and was interviewed in Apr 2022. There were 2 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 - Technical 

(2 Questions)

  • Q1. Business development
  • Q2. Terms management and development

Interview Preparation Tips

Interview preparation tips for other job seekers - Well spoken and talked about business development How to work and how to triple the business further

Interview Questionnaire 

2 Questions

  • Q1. Why you want to join our company?
  • Q2. Why should we hire you?

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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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

3.6

Job security

3.6

Company culture

3.4

Promotions

3.4

Work satisfaction

Explore 7 Reviews and Ratings
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