Interview Questionnaire – Phillip Capital

Personal Details:

Name:

Designation:

Organization Name:

Office Location:

Home Location:

Family Details:

Father:

Occupation: Place:

Mother:

Occupation: Place:

Spouse:

Occupation: Place

No. of Children

Siblings:

1. Occupation: Place:
2. Occupation: Place

3. Occupation: Place:

Any Medical history with family:

Do you own a desktop/laptop with stable internet connection to perform your duties while working
from home. YES/NO

NISM Certifications: Mention all

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Job Details:

 Current CTC:

 Expected CTC:

 Notice Period:

 Reporting Manager’s Designation:

 Team Size:

 Revenue Target & Achieved (individual)/Team:

 Portfolio Size (individual /team):

 Number of Customers (individual/Team):

 Average Customer size:

 Notice Period and Joining Date:

Pls mention with Yes/No for your job profile with last company

 Dealing/Punching Trades ______

 Advisory ______

 Equity Sales ______

 PMS Sales _______

 Fixed Income Products _______

 Advisory Services ________

 Mutual Funds _______

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  Insurance _______

 Team Handling _______

 Options Strategies ______

What do you know about Phillip Capital?

________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

What is the reason for change?

________________________________________________________________________

________________________________________________________________________

Vaccination Details:

Name of Vaccine:

1st Dose Date:

2nd Dose Date:

Booster Dose Date:

Professional Reference:

Name:

Organization Name

Designation:

Contact No.

Personal Reference

Name:

Organization Name:

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Designation:

Contact No.:·

Signature Date

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