The interview at Shriram Finance was focused on my ability to create financial plans that align with client goals. The panel asked insightful questions about budgeting, investment strategies, and risk management.
Questions asked during the interview:
- How do you assess a client’s financial situation before creating a plan?
- Can you walk us through your approach to investment planning for clients?
- How do you handle clients who are hesitant to take financial risks?
- What financial planning software do you use, and why?
- How do you incorporate regulatory compliance into financial plans?
- How do you monitor and adjust financial plans over time?