Edelweiss Financial Relationship Managers Interview Questions & Experience Guide

Interview Preparation
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Edelweiss Financial Relationship Managers Interview Questions & Experience Guide

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Company Name: Edelweiss Financial

Position: Relationship Managers

Application Process: Applied through campus placement.

Interview Rounds:

  • Round 1 - HR Interview:
    • Questions Asked:
      • Introduce yourself.
      • Describe your experience and academic projects.
      • Knowledge about financial products.
      • Explain Goal-based investing.
      • Job description-related questions.
      • Questions about sales experience.
    • Your Approach:
      • Prepared a concise introduction highlighting my background and interest in finance.
      • Discussed my academic projects and how they relate to financial management.
      • Researched Edelweiss Financial’s products beforehand to answer confidently.
      • Explained Goal-based investing with an example to make it clear.
      • Linked my past sales experience to the role’s requirements.
    • Outcome: Cleared the round and moved to the next stage.

Preparation Tips:

  • Research the company’s financial products and services thoroughly.
  • Practice explaining financial concepts in simple terms.
  • Be ready to relate your past experiences to the job role.

Conclusion:
The interview was a great learning experience. I felt confident about my preparation, especially in explaining financial concepts. However, I could have been more specific about my sales achievements. For future candidates, focus on clarity and relevance in your answers.

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Company Name: Edelweiss Financial

Position: Relationship Managers

Location: [Not specified]

Application Process: Campus placement drive.

Interview Rounds:

  • Round 1 - Group Discussion (GD):

    • Topic: “Effect of social media on youth”
    • Your Approach: Focused on clear communication, logical points, and active listening. Tried to balance speaking and allowing others to contribute.
    • Outcome: Selected for the next round.

  • Round 2 - Personal Interview:

    • Questions Asked: General questions about my background, interest in the role, and understanding of the financial sector.
    • Your Approach: Answered confidently, linked my skills to the role, and showed enthusiasm for the industry.
    • Outcome: Awaiting results.

Preparation Tips:

  • Practice GD topics related to current affairs and social issues.
  • Brush up on basic financial concepts and industry trends.
  • Work on clear and concise communication.

Conclusion:
The process was smooth and well-organized. The GD round was a good test of communication skills, and the personal interview was more about fit and interest. Would recommend staying calm and being yourself in both rounds.

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Company Name: Edelweiss Financial

Position: Relationship Managers

Application Process: Attended through Campus Placement, Got Selected.

Interview Rounds:

  • Round 1 - HR Interview:

  • Questions Asked: Self-introduction and questions about the resume.

  • Your Approach: Prepared a concise self-introduction and reviewed my resume thoroughly to answer any related questions confidently.

  • Outcome: Passed this round successfully.

  • Round 2 - Small Test:

  • Questions Asked: A 20-minute test (details not specified).

  • Your Approach: Stayed calm and focused during the test, ensuring I answered to the best of my ability.

  • Outcome: Cleared the test and moved to the next round.

  • Round 3 - Telephonic Interview with Zonal Head:

  • Questions Asked: Self-introduction, details about projects and certifications, and 4-5 basic questions about stocks and mutual funds.

  • Your Approach: Prepared a clear self-introduction, reviewed my projects and certifications, and brushed up on basic stock and mutual fund concepts.

  • Outcome: Successfully answered all questions and got selected by the end of the day.

Conclusion:
Overall, the interview process was smooth and well-structured. Being prepared with my resume, projects, and basic financial concepts helped me perform well. My advice to future candidates is to stay confident, review your resume thoroughly, and brush up on basic financial terms related to the role. All the best to everyone preparing for interviews!

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Company Name: Edelweiss Financial

Position: Relationship Manager

Location: [Not specified]

Application Process: Applied via campus placement in December 2021.

Interview Rounds:

  • Round 1 - Group Discussion:
  • Questions Asked:
    • Stock market knowledge and whether I have invested in it.
    • I confirmed that I have invested in the stock market.
  • Your Approach: I actively participated in the discussion, showcasing my understanding of the stock market and my personal investment experience.
  • Outcome: Successfully cleared the round.

Preparation Tips:

  • Communication skills are very important for this role. Focus on improving clarity, confidence, and articulation during discussions.

Conclusion:
The interview process was straightforward, with a strong emphasis on communication and market knowledge. For future candidates, I recommend brushing up on stock market basics and practicing group discussions to build confidence.

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Company Name: Edelweiss Financial

Position: Relationship Managers

Application Process: The interview was conducted via campus placement. The process began with a brief overview of the two segments for which the position was open. There were two interview rounds: the first with two team members from the segment and the second (if qualified) with the head of the segment.

Interview Rounds:

  • Round 1 - Team Interview:

    • Questions Asked:
      • Can you tell us about yourself?
      • Why are you interested in this role?
      • How do you handle client relationships?
      • Describe a situation where you resolved a conflict with a client.
    • Your Approach: I focused on highlighting my communication skills and past experiences in client-facing roles. I also emphasized my ability to build and maintain relationships.
    • Outcome: Qualified for the next round.

  • Round 2 - Segment Head Interview:

    • Questions Asked:
      • What do you know about our company and this segment?
      • How would you approach a difficult client?
      • What strategies would you use to retain clients?
      • Where do you see yourself in 5 years?
    • Your Approach: I researched the company and the segment beforehand, so I could answer confidently. I also shared specific strategies for client retention and conflict resolution.
    • Outcome: Received positive feedback and was selected for the role.

Preparation Tips:

  • Research the company and the specific segment thoroughly.
  • Prepare examples of past experiences that demonstrate your client management skills.
  • Practice answering behavioral questions, especially those related to conflict resolution and relationship building.

Conclusion:
The overall experience was smooth and professional. The interviewers were friendly and focused on assessing my fit for the role. I could have prepared more detailed answers for the segment-specific questions, but my research paid off. My advice to future candidates is to understand the company’s values and the role’s requirements clearly before the interview.

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Company Name: Edelweiss Financial

Position: Relationship Managers

Location: Himayathnagar

Application Process:
The interview was arranged by our college. I visited the Edelweiss Himayathnagar branch for the interview process.

Interview Rounds:

  • Round 1 - Face-to-Face Interview:

    • Questions Asked: The questions were general and focused on communication skills rather than technical knowledge. They were likely assessing my ability to interact professionally and confidently.
    • Your Approach: I focused on maintaining clear and confident communication throughout the interview. I answered the questions honestly and tried to engage in a natural conversation.
    • Outcome: I passed this round and moved to the next stage.

  • Round 2 - Telephonic Interview:

    • Questions Asked: Similar to the first round, the questions were straightforward and aimed at evaluating my communication skills.
    • Your Approach: I ensured my responses were concise and articulate, paying attention to my tone and clarity over the phone.
    • Outcome: My friend got selected with a package of 3 lakhs, but I didn’t make it. However, the process was smooth and easy.

Preparation Tips:

  • Focus on improving your communication skills, as that seems to be the primary criteria for selection.
  • Practice speaking clearly and confidently, whether in person or over the phone.
  • Be prepared for general questions about your background and interests.

Conclusion:
The interview process at Edelweiss Financial was straightforward and communication-driven. While technical knowledge wasn’t a major factor, my friend’s selection shows that strong communication skills can land you the role. If I could do anything differently, I might have practiced more to refine my responses. For future candidates, just be confident and articulate—it goes a long way!

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Company Name: Edelweiss Financial

Position: Relationship Manager

Location: [Not specified]

Application Process: I applied via a walk-in interview before March 2023.

Interview Rounds:

  • Round 1 - One-on-one Round:
    • Questions Asked:
      1. How is a sale done, and how do you close a sale?
      2. What is your product knowledge?
      3. How do you like your job?
    • Your Approach: I focused on explaining my sales process, emphasizing my ability to build relationships and close deals. For product knowledge, I highlighted my understanding of financial products and services. Lastly, I shared my enthusiasm for the role and how it aligns with my career goals.
    • Outcome: [Not specified]

Preparation Tips:

  • Brush up on sales techniques and closing strategies.
  • Be well-versed in the company’s financial products and services.
  • Prepare to articulate why you are passionate about the role and the industry.

Conclusion:
The interview was straightforward, focusing on sales skills and product knowledge. I felt confident in my responses, but I could have prepared more specific examples of past sales achievements. For future candidates, I recommend practicing real-life sales scenarios and researching the company’s offerings thoroughly.

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Company Name: Edelweiss Financial

Position: Relationship Manager

Location: [Not specified]

Application Process: I applied via a referral and was interviewed in August 2022.

Interview Rounds:

  • Round 1 - Resume Shortlist Round:

    • Questions Asked: None explicitly mentioned, but the focus was on reviewing my resume.
    • Your Approach: Ensured my resume was crisp and highlighted relevant skills and experiences.
    • Outcome: Successfully shortlisted for the next round.

  • Round 2 - One-on-one Round:

    • Questions Asked:
      1. Asked about Data Structures and Algorithms (DSA) and verified my knowledge.
      2. Introduction about yourself.
    • Your Approach:
      • For DSA, I discussed my understanding and practical applications.
      • For the introduction, I kept it concise, focusing on my background, skills, and why I was interested in the role.
    • Outcome: The interviewer seemed satisfied with my responses.

Preparation Tips:

  • Just be genuine and ensure what you’re saying is accurate.

Conclusion:
The interview process was straightforward, and I felt prepared. Being honest and clear about my skills helped me perform well. For future candidates, I’d recommend focusing on your resume and being confident in your knowledge during the technical round.

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Company Name: Edelweiss Financial

Position: Relationship Manager

Location: [Not specified]

Application Process: I applied through a recruitment consultant and was interviewed in August 2021.

Interview Rounds:

  • Round 1 - HR Interview:

  • Questions Asked:

    • Tell me about yourself.
    • How will you manage a client’s amount?
    • Describe your previous job.

  • Your Approach:

    • For the “Tell me about yourself” question, I focused on my educational background, relevant skills, and why I was interested in the role.
    • For managing a client’s amount, I emphasized understanding their financial goals, risk appetite, and providing tailored solutions.
    • I briefly summarized my previous job responsibilities and how they aligned with the Relationship Manager role.

  • Outcome: I successfully cleared this round.

Preparation Tips:

  • Stay calm and composed during the interview.
  • Brush up on stock market basics, as it might be relevant to the role.

Conclusion:
The interview was straightforward, and the HR round focused on assessing my communication skills and understanding of client management. Being well-prepared about the stock market and staying confident helped me perform well. For future candidates, I’d recommend researching the company’s services and practicing common HR questions.

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Company Name: Edelweiss Financial

Position: Relationship Manager

Application Process: I applied via a referral and was interviewed in December 2021.

Interview Rounds:

  • Round 1 - Technical Interview:

    • Questions Asked:
      1. Tell me about yourself.
      2. What did you do in your previous organization?
      3. Why do you want to work in the financial sector?
      4. Why do you think cryptocurrency is falling down?
      5. Where do you see the Indian stock market after 5 years?
    • Your Approach: I focused on being concise yet detailed in my responses, highlighting my relevant experience and genuine interest in the financial sector. For the cryptocurrency question, I shared my understanding of market trends and external factors affecting it. For the stock market question, I discussed India’s growth potential and economic indicators.
    • Outcome: I passed this round and moved to the next stage.

  • Round 2 - HR Interview:

    • Questions Asked:
      (Details not provided)
    • Your Approach: (Details not provided)
    • Outcome: (Details not provided)

Preparation Tips:

  • Be confident and authentic.
  • Provide detailed answers and back them up with logical reasoning.
  • Stay updated on financial trends and market news.

Conclusion:
Overall, the interview process was smooth, and the questions were focused on assessing my knowledge and fit for the role. Being well-prepared and confident helped me perform well. For future candidates, I’d recommend thoroughly researching the financial sector and practicing common interview questions.

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Company Name: Edelweiss Financial

Position: Relationship Managers

Location: [Not specified]

Application Process: Walk-in interview in April 2024.

Interview Rounds:

  • Round 1 - One-on-one Round:

    • Questions Asked:
      1. Introduce yourself.
      2. Family discussion.
      3. Discussion about the market, futures, and options.
      4. About your past experience.
      5. Sales experience in life insurance and general insurance.
      6. Pitching a product.
    • Your Approach: Answered confidently, focusing on my knowledge of the market and sales experience.
    • Outcome: Advanced to the next round.

  • Round 2 - HR Round:

    • Questions Asked:
      1. Salary discussion.
    • Your Approach: Negotiated openly about salary expectations.
    • Outcome: Final decision pending.

Preparation Tips:

  • Be confident in your answers.
  • Strong knowledge of the market, especially futures and options, is preferred.
  • Sales experience is a plus.

Conclusion:
The interview was straightforward, testing my confidence and market knowledge. If you have sales experience or a background in the securities market, it will be an advantage. Always negotiate salary openly if you feel it’s necessary.

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Company Name: Edelweiss Financial

Position: Relationship Managers

Application Process: The application process involved two interview rounds: an HR round followed by a Technical round.

Interview Rounds:

  • Round 1 - HR Round:

    • Questions Asked:
      1. Family Background
      2. Future Vision Mission
    • Your Approach: I answered honestly about my family background and shared my long-term career goals and how they align with the company’s mission.
    • Outcome: Successfully cleared the HR round.

  • Round 2 - Technical Round:

    • Questions Asked:
      1. Equity Derivative
      2. Mutual Funds Performance
    • Your Approach: I explained the basics of equity derivatives and discussed recent trends in mutual fund performance, backing my answers with relevant examples.
    • Outcome: Cleared the technical round as well.

Preparation Tips:

  • Focus on understanding financial products like equity derivatives and mutual funds.
  • Be clear about your career goals and how they align with the company’s vision.
  • Practice explaining technical concepts in simple terms.

Conclusion:
Overall, the interview process was smooth, and the questions were aligned with the role. Being well-prepared about financial products and having clarity about my career goals helped me perform well. For future candidates, I’d recommend brushing up on financial concepts and being confident in your answers.

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Company Name: Edelweiss Financial

Position: Relationship Managers

Location: [Location not specified]

Application Process: Applied via LinkedIn and was interviewed in May 2023.

Interview Rounds:

  • Round 1 - Resume Shortlist:

    • Questions Asked: N/A (Resume screening round)
    • Your Approach: Ensured my resume was crisp and highlighted relevant skills for the BFSI sector.
    • Outcome: Passed to the next round.

  • Round 2 - One-on-one Interview:

    • Questions Asked:
      1. Knowledge of the BFSI sector?
      2. How to work effectively?
      3. How to work in a manner? (Additional question)
    • Your Approach: Focused on demonstrating my understanding of the BFSI sector and shared examples of working efficiently in previous roles.
    • Outcome: Successfully cleared the round.

Preparation Tips:

  • Be well-versed with the BFSI sector and its trends.
  • Highlight your ability to work effectively and efficiently in your responses.

Conclusion:
Overall, the interview process was smooth. I ensured my resume was tailored to the role, and I prepared thoroughly for the one-on-one round by brushing up on sector-specific knowledge. My advice to future candidates is to focus on clarity in communication and relevance in their answers.

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Company Name: Edelweiss Financial

Position: Relationship Managers

Location: [Not specified]

Application Process: I applied through campus placement.

Interview Rounds:

  • Round 1 - One-on-one Round:

  • Questions Asked:

    1. What is a mutual fund?
    2. What is NSE/BSE?
    3. Why sales?

  • Your Approach: I explained the basics of mutual funds, differentiating between open-ended and close-ended funds. For NSE/BSE, I described their roles as stock exchanges in India. For the sales question, I highlighted my interest in client interaction and achieving targets.

  • Outcome: I passed this round and moved forward in the process.

Preparation Tips:

  • Brush up on basic financial concepts like mutual funds, stock exchanges, and market indices.
  • Practice explaining financial terms in simple language.
  • Be ready to justify your interest in sales roles with examples of past experiences or skills.

Conclusion:
The interview was straightforward, focusing on foundational financial knowledge and my motivation for the role. I felt confident in my answers, but I could have prepared more real-world examples to strengthen my responses. For future candidates, I’d recommend understanding the company’s products and being clear about why you’re drawn to sales.