Yubi Implementation Specialist Interview Questions and Answers

Q1. Self introduction
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Q2. Company related information
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General English, Aptitude and reasoning

Q1. General screening with operation manager
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Q2. Opinion on KPI metrics. Example: Quality, AHT, CSAT etc.
Ans. 
KPI metrics are essential for measuring performance and identifying areas for improvement.
• KPI metrics provide a clear understanding of performance against goals

• Quality metrics can include error rates, compliance with standards, and customer satisfaction

• AHT (Average Handle Time) measures efficiency in handling customer interactions

• CSAT (Customer Satisfaction) metrics gauge customer happiness and loyalty

• Regularly reviewi...read more
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Q1. Account based and experience which do you work previous company
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Q2. How much previous ctc
Ans. 
I had a previous CTC of X amount.
• My previous CTC was X amount.

• I earned X amount in my previous job.

• My previous salary was X amount.

• I am looking for a salary in the range of X to Y based on my previous CTC.

• I am open to negotiation based on the job responsibilities and growth opportunities.
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Q1. Self intro asked by HR
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Q2. HR and manager and what skills we got
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Q1. About investment banking and its products
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Q1. Where do you live?
Ans. 
I live in a cozy apartment in downtown Seattle.
• I live in downtown Seattle

• My apartment is cozy

• I enjoy the urban lifestyle
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Q2. Do you have a vehicle?
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Yes, I have a vehicle for transportation.
• I own a car for commuting to work and running errands.

• Having a vehicle allows me to be more flexible with my schedule.

• I make sure to maintain my vehicle regularly to ensure its reliability.
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Q3. We have to sit in office till the work complete? So are you ok with that?
Ans. 
Yes, I am willing to stay in the office until the work is completed.
• I understand that sometimes work may require staying in the office until completion

• I am committed to meeting deadlines and ensuring high-quality work

• I am flexible and willing to adjust my schedule as needed to complete tasks
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Q4. Which responsibilities you were performing in your last organisation.
Ans. 
I was responsible for managing client relationships, leading project teams, and overseeing project deliverables.
• Managed client relationships by ensuring clear communication and addressing any issues or concerns

• Led project teams by assigning tasks, setting deadlines, and providing guidance and support

• Oversaw project deliverables to ensure they met quality standards and were delivered on time

• Collaborated with cross-funct...read more
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Q5. Are you NISM series II B qualified?
Ans. 
Yes, I am NISM series II B qualified.
• Yes, I have completed the NISM series II B certification.

• I have a strong understanding of securities laws and regulations.

• I am well-versed in investment products and market operations.
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Q1. What is is your experience
Ans. 
I have over 5 years of experience in financial analysis and project management.
• 5+ years experience in financial analysis and project management

• Led cross-functional teams to successfully implement cost-saving initiatives

• Developed financial models to support strategic decision-making

• Managed budgets and forecasts for multiple projects

• Experience with financial reporting and analysis tools such as Excel and SAP
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Q2. AML KYC
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Q1. Operation unit s
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Q2. What is mutualfund
Ans. 
A mutual fund is a type of investment vehicle consisting of a portfolio of stocks, bonds, or other securities, managed by a professional investment company.
• Mutual funds pool money from multiple investors to invest in a diversified portfolio of securities.

• Investors buy shares of the mutual fund, which represent a portion of the holdings in the fund.

• Mutual funds are managed by professional portfolio managers who make inv...read more
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In aptitude test all the problem solving questions will be included.

Q1. Introduce yourself
Ans. 
I am a highly motivated and experienced professional with a strong background in project management and team leadership.
• Over 8 years of experience in project management

• Successfully led a team of 10 individuals to complete a major project ahead of schedule

• Skilled in strategic planning and problem-solving
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Q2. Why do you want to invest in mutual funds rather than others
Ans. 
I believe mutual funds offer diversification, professional management, and convenience for long-term investing.
• Mutual funds provide diversification by investing in a variety of securities across different industries and asset classes.

• Professional fund managers make investment decisions on behalf of investors, saving time and effort in research and analysis.

• Mutual funds offer convenience through easy access, automatic r...read more
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