1 HDFC Securities Financial Advisor Interview Questions & Answers | Complete Prep Guide 2025

HDFC Securities Financial Advisor Interview Experiences

1 interview found

Financial Advisor Interview Questions & Answers

Anonymous

posted on 24 Dec 2023

Interview experience

Excellent

Difficulty level

Moderate

Process Duration

Less than 2 weeks

Result

Selected

I applied via Walk-in and was interviewed before Dec 2022. There were 3 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 Resume tips

Round 2 - Assignment

Portfolio manager and financial advisory

Round 3 - HR

(1 Question)

Q1. How kuch experience do you have in this field ? What you know about market? What is sensex and nifty 50 performance this week ? How are Indian indices working ? How can you built relationship with c...

Ans.

I have 5 years of experience in the financial advisory field.

I have 5 years of experience in the financial advisory field.
I have a strong understanding of the market and its dynamics.
Sensex and Nifty 50 are the two major stock market indices in India.
I don't have the current performance data for Sensex and Nifty 50.
Indian indices are influenced by various factors such as economic indicators, global market trends, and i...

Answered by AI

Add your answer

Top trending discussions

View All

Interview Tips & Stories

5d (edited)

timepasstiwari

A Digital Markter

Got Rejected In an Interview, Just Because I Didn’t Answer a Personal Question

So, I got invited for this interview, and they told me to be there at 9 AM. Of course, I get there early, like 8:30, because I don't want to be late. But then I end up waiting for 1.5 hours... read more

Got a question about HDFC Securities?

Ask anonymously on communities.

Interview questions from similar companies

Financial Advisor Interview Questions & Answers

Motilal Oswal Financial Services

Anonymous

posted on 7 Apr 2021

I applied via Walk-in and was interviewed in Mar 2021. There was 1 interview round.

Interview Questionnaire

4 Questions

Q1. As a fresher interviewer ask 1. Yourself

Add your answer

Q2. 2 . knowledge about company

Add your answer

Q3. 3. Process related info.

Add your answer

Q4. 4.also check your confidence

Add your answer

Interview Preparation Tips

Interview preparation tips for other job seekers - Good.

Analyst Interview Questions & Answers

Angel One

Anonymous

posted on 1 May 2024

Interview experience

Average

Difficulty level

Process Duration

Result

I applied via Company Website and was interviewed before May 2023. There were 3 interview rounds.

Round 1 - Coding Test

Basic coding based on job profile

Round 2 - Technical

(1 Question)

Q1. More about project

Add your answer

Round 3 - HR

(1 Question)

Q1. Salary negotiation

Add your answer

Analyst Interview Questions & Answers

Angel One

Anonymous

posted on 12 Feb 2024

Interview experience

Average

Difficulty level

Moderate

Process Duration

2-4 weeks

Result

Selected

I applied via Naukri.com and was interviewed before Feb 2023. There were 2 interview rounds.

Round 1 - Technical

(1 Question)

Q1. Like basic tableau and sql

Add your answer

Round 2 - Case Study

Based on sql queries

Financial Advisor Interview Questions & Answers

Motilal Oswal Financial Services

Anonymous

posted on 12 Aug 2024

Interview experience

Good

Difficulty level

Moderate

Process Duration

Less than 2 weeks

Result

Selected

I applied via Naukri.com and was interviewed in Jul 2024. There were 2 interview rounds.

Round 1 - Assignment

MARKET OUTLOOK WAS THERE T CHECK APTITUDE

Round 2 - HR

(2 Questions)

Q1. MARKET OUTLOOK STATUS AND STRATEGIES

Ans.

Market outlook is positive with potential for growth. Strategies include diversification, risk management, and staying informed.

Stay informed on market trends and economic indicators
Diversify investments to spread risk
Implement risk management strategies such as stop-loss orders
Consider long-term investment opportunities
Monitor geopolitical events that may impact markets

Answered by AI

Add your answer

Q2. KNOWLEDGE ABOUT INVESTMENTS AND THEIR STRATEGIES

Add your answer

Interview Preparation Tips

Interview preparation tips for other job seekers - BE AWARE OF MARKET STATUS

Financial Advisor Interview Questions & Answers

Motilal Oswal Financial Services

Anonymous

posted on 19 Nov 2024

Interview experience

Excellent

Difficulty level

Moderate

Process Duration

Less than 2 weeks

Result

Selected

I applied via Referral and was interviewed before Nov 2023. There were 2 interview rounds.

Round 1 - One-on-one

(1 Question)

Q1. Tell about yourself

Ans.

I am a dedicated and experienced financial advisor with a passion for helping clients achieve their financial goals.

I have been working in the financial industry for over 10 years
I hold a CFP (Certified Financial Planner) certification
I specialize in retirement planning and investment management
I have successfully helped numerous clients grow their wealth and secure their financial future

Answered by AI

Add your answer

Round 2 - Technical

(1 Question)

Q1. What is future and options

Ans.

Futures and options are financial instruments that derive their value from an underlying asset, allowing investors to speculate on price movements.

Futures are contracts to buy or sell an asset at a specified price on a future date.
Options give the holder the right, but not the obligation, to buy or sell an asset at a predetermined price within a specific time frame.
Both futures and options are used for hedging, specula...

Answered by AI

Add your answer

Interview Preparation Tips

Interview preparation tips for other job seekers - Prepare well

Financial Advisor Interview Questions & Answers

Motilal Oswal Financial Services

Anonymous

posted on 26 Nov 2024

Interview experience

Excellent

Difficulty level

Easy

Process Duration

Less than 2 weeks

Result

Selected

I applied via Walk-in and was interviewed in May 2024. There were 2 interview rounds.

Round 1 - HR

(1 Question)

Q1. Where do you reside?

Add your answer

Round 2 - One-on-one

(1 Question)

Q1. Basic market knowledge. Derivatives questions

Add your answer

Financial Advisor Interview Questions & Answers

Motilal Oswal Financial Services

Anonymous

posted on 3 Jan 2025

Interview experience

Bad

Difficulty level

Easy

Process Duration

Less than 2 weeks

Result

Selected

I applied via Referral and was interviewed in Jul 2024. There was 1 interview round.

Round 1 - One-on-one

(2 Questions)

Q1. Nothing important just personal questions

Add your answer

Q2. Studying experience

Add your answer

Interview Preparation Tips

Interview preparation tips for other job seekers - Keep this as your last option

Financial Advisor Interview Questions & Answers

Motilal Oswal Financial Services

Anonymous

posted on 29 Sep 2024

Interview experience

Average

Difficulty level

Easy

Process Duration

6-8 weeks

Result

Selected

I applied via Referral and was interviewed in Mar 2024. There were 3 interview rounds.

Round 1 - HR

(1 Question)

Q1. Basic Questions

Add your answer

Round 2 - Technical

(1 Question)

Q1. Basic Information About Stock Market

Add your answer

Round 3 - Technical

(1 Question)

Q1. Same as Above just asked some basic Questions of Stock Market

Add your answer

Interview Preparation Tips

Interview preparation tips for other job seekers - Financial Advisor job is sales in Motilal Oswal So becareful it's 97% of sales job as a Financial Advisor or equity dealer both are one and the same, The team leaders are abusive, they use absurd Language on the floor in the Dealing floor in Malad Office

Financial Advisor Interview Questions & Answers

Motilal Oswal Financial Services

Anonymous

posted on 19 Feb 2025

Interview experience

Excellent

Difficulty level

Easy

Process Duration

Less than 2 weeks

Result

Selected

I was interviewed before Feb 2024.

Round 1 - One-on-one

(2 Questions)

Q1. What are ten examples of stocks from the Indian stock market?

Ans.

Ten examples of stocks from the Indian stock market

Reliance Industries Ltd.
Tata Consultancy Services Ltd.
HDFC Bank Ltd.
Infosys Ltd.
Hindustan Unilever Ltd.
Bajaj Finance Ltd.
ICICI Bank Ltd.
Axis Bank Ltd.
Maruti Suzuki India Ltd.
State Bank of India

Answered by AI

Add your answer

Q2. What is the current GDP of India?

Ans.

The current GDP of India is approximately $2.87 trillion USD.

India's GDP for the fiscal year 2020-2021 was $2.87 trillion USD.
India is one of the fastest-growing major economies in the world.
GDP growth rate in India has been fluctuating due to various factors like government policies, global economic conditions, and domestic demand.

Answered by AI

Add your answer

Interview Preparation Tips

Interview preparation tips for other job seekers - Avoid joining if you are looking for a beginner-level position, as online reviews are manipulated. Employees are pressured to complete employee satisfaction forms with the manager overseeing them, ensuring they provide five-star ratings for all aspects.

HDFC Securities Interview FAQs

How many rounds are there in HDFC Securities Financial Advisor interview?

HDFC Securities interview process usually has 3 rounds. The most common rounds in the HDFC Securities interview process are Resume Shortlist, Assignment and HR.

Relationship Manager 925 salaries	₹0 L/yr - ₹0 L/yr
Assistant Manager 500 salaries	₹0 L/yr - ₹0 L/yr
Digital Relationship Manager 284 salaries	₹0 L/yr - ₹0 L/yr
Deputy Manager 265 salaries	₹0 L/yr - ₹0 L/yr
Area Sales Manager 255 salaries	₹0 L/yr - ₹0 L/yr

HDFC Securities Financial Advisor Interview Questions and Answers

HDFC Securities Financial Advisor Interview Experiences

1 interview found

(1 Question)

Interview questions from similar companies

Interview Questionnaire

4 Questions

Interview Preparation Tips

(1 Question)

(1 Question)

(1 Question)

(2 Questions)

Interview Preparation Tips

(1 Question)

(1 Question)

Interview Preparation Tips

(1 Question)

(1 Question)

(2 Questions)

Interview Preparation Tips

(1 Question)

(1 Question)

(1 Question)

Interview Preparation Tips

(2 Questions)

Interview Preparation Tips

HDFC Securities Interview FAQs

Recently Viewed

BCE Global Technology Centre

FactSet

FactSet

FactSet

Dun & Bradstreet

FactSet

S&P Global

FactSet

FactSet

Genpact

Tell us how to improve this page.

HDFC Securities Interviews By Designations

Interview Questions for Popular Designations

HDFC Securities Financial Advisor Interview Process

Interview Questions from Similar Companies

Fast track your campus placements