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Motilal Oswal Financial Services Interview Questions and Answers

Updated 15 Jul 2025
Popular Designations

201 Interview questions

🔥 Asked by recruiter 8 times
A Customer Care Executive was asked 5d ago
Q. What is a mutual fund?
Ans. 

A mutual fund is an investment vehicle pooling money from multiple investors to purchase a diversified portfolio of securities.

  • Mutual funds are managed by professional fund managers who make investment decisions on behalf of investors.

  • They offer diversification, reducing risk by spreading investments across various assets like stocks, bonds, and other securities.

  • Investors buy shares in the mutual fund, and the val...

View all Customer Care Executive interview questions
A Senior Manager was asked 6d ago
Q. How would you increase the reach of mutual funds in India?
Ans. 

Enhancing mutual fund reach in India requires education, technology, and targeted marketing strategies.

  • Increase financial literacy through workshops and online courses, targeting rural and semi-urban areas.

  • Leverage technology by developing user-friendly mobile apps for easy investment and tracking.

  • Collaborate with local influencers and financial advisors to build trust and promote mutual funds.

  • Utilize social media...

View all Senior Manager interview questions
A Management Trainee was asked 1w ago
Q. What are mutual funds and PMS? Can you explain the fund structures in detail?
Ans. 

Mutual funds pool money from multiple investors to invest in diversified assets, while PMS offers tailored investment strategies for individuals.

  • Mutual Funds: Investment vehicles that pool money from many investors to purchase securities like stocks and bonds.

  • PMS (Portfolio Management Services): Customized investment management services for high-net-worth individuals, focusing on individual investment goals.

  • Mutual...

View all Management Trainee interview questions
An Equity Advisor was asked 4w ago
Q. What are mutual funds?
Ans. 

Mutual funds pool money from multiple investors to invest in diversified assets managed by professionals.

  • Investors buy shares in the mutual fund, which represents a portion of the fund's holdings.

  • Funds are managed by professional portfolio managers who make investment decisions.

  • Types of mutual funds include equity funds, bond funds, and balanced funds.

  • For example, an equity mutual fund invests primarily in stocks,...

View all Equity Advisor interview questions
An Equity Advisor was asked 4w ago
Q. What are the methods for hedging contracts, and can you provide an example?
Ans. 

Hedging contracts mitigate financial risk using various methods like options, futures, and swaps.

  • Options: Buying a put option to protect against stock price decline. Example: Purchasing a put option for shares of Company X.

  • Futures: Entering a futures contract to lock in prices. Example: A farmer selling wheat futures to secure a price before harvest.

  • Swaps: Engaging in interest rate swaps to manage exposure to fluc...

View all Equity Advisor interview questions
A Financial Advisor was asked 1mo ago
Q. What are some trending stocks to buy that offer good returns?
Ans. 

Investing in trending stocks can yield significant returns; focus on sectors like tech, green energy, and healthcare for growth.

  • Tech stocks like Apple and Microsoft continue to innovate and expand their market share.

  • Green energy companies such as NextEra Energy are gaining traction as sustainability becomes a priority.

  • Healthcare stocks, including Pfizer and Moderna, remain strong due to ongoing demand for medical ...

View all Financial Advisor interview questions
A Financial Advisor was asked 1mo ago
Q. What is your understanding of equity?
Ans. 

Equity represents ownership in an asset, typically in the form of stocks or shares in a company, reflecting value and risk.

  • Equity is the ownership interest in a company, represented by shares.

  • For example, owning 100 shares of a company means you own a part of that company.

  • Equity can also refer to the value of an asset after deducting liabilities, such as home equity.

  • Investors seek equity for potential capital appr...

View all Financial Advisor interview questions
Are these interview questions helpful?
An Assistant Manager was asked 1mo ago
Q. What is the impact of various corporate actions on mutual funds?
Ans. 

Corporate actions can significantly affect mutual fund valuations, investor sentiment, and fund performance.

  • Dividends: When a company pays dividends, mutual funds holding that stock receive cash, which can be distributed to investors.

  • Stock Splits: A stock split increases the number of shares and reduces the price per share, potentially attracting more investors.

  • Mergers and Acquisitions: These can lead to changes i...

View all Assistant Manager interview questions
A Business Development Executive was asked 1mo ago
Q. What do you know about the share market?
Ans. 

The share market is a platform for buying and selling stocks, reflecting company performance and investor sentiment.

  • The share market consists of primary and secondary markets; the primary market is where new shares are issued, while the secondary market is for trading existing shares.

  • Stock exchanges, like the NYSE and NASDAQ, facilitate trading and provide a regulated environment for investors.

  • Investors buy shares...

View all Business Development Executive interview questions
A Relationship Manger Executive was asked 1mo ago
Q. How would you rate your knowledge of the stock market?
Ans. 

I have a solid understanding of the stock market, including trading strategies, market trends, and investment analysis.

  • Familiar with fundamental analysis, such as evaluating a company's financial health through its balance sheet and income statement.

  • Knowledgeable about technical analysis, using charts and indicators to predict future price movements.

  • Aware of different investment strategies, like value investing (e...

Motilal Oswal Financial Services Interview Experiences

471 interviews found

Risk Executive Interview Questions & Answers

user image Mriganka Mandal

posted on 3 Jul 2024

Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
-
Round 1 - One-on-one 

(3 Questions)

  • Q1. Various risk in the industry with associate examples
  • Ans. 

    Various risks in the industry include operational, financial, strategic, compliance, and reputational risks.

    • Operational risk: disruptions in supply chain, technology failures

    • Financial risk: market fluctuations, credit risk

    • Strategic risk: competition, changes in industry trends

    • Compliance risk: regulatory changes, legal issues

    • Reputational risk: negative publicity, social media backlash

  • Answered by AI
  • Q2. Different duration measures in bonds
  • Ans. 

    Different duration measures in bonds include Macaulay duration, modified duration, and effective duration.

    • Macaulay duration measures the weighted average time until a bond's cash flows are received.

    • Modified duration measures the sensitivity of a bond's price to changes in interest rates.

    • Effective duration adjusts for changes in cash flows due to embedded options in bonds.

    • For example, a bond with a Macaulay duration of ...

  • Answered by AI
  • Q3. Which duration measure is associated with interest sensitivity
  • Ans. 

    Modified duration is associated with interest sensitivity.

    • Modified duration measures the sensitivity of a bond's price to changes in interest rates

    • It provides an estimate of the percentage change in price for a 1% change in yield

    • Higher modified duration indicates higher interest rate risk

    • For example, a bond with a modified duration of 5 will see a 5% price decrease if interest rates rise by 1%

  • Answered by AI
Round 2 - Technical 

(2 Questions)

  • Q1. Apply VLOOKUP, HLOOKUP
  • Ans. 

    VLOOKUP and HLOOKUP are Excel functions for searching data in tables vertically and horizontally, respectively.

    • VLOOKUP searches for a value in the first column of a table and returns a value in the same row from a specified column.

    • Example: =VLOOKUP(A2, B2:D10, 3, FALSE) looks for the value in A2 within the range B2:D10 and returns the corresponding value from the 3rd column.

    • HLOOKUP works similarly but searches for a va...

  • Answered by AI
  • Q2. Finding mean and variances for a data
  • Ans. 

    Calculating mean and variance for a dataset

    • To find the mean, add up all the values in the dataset and divide by the total number of values

    • To find the variance, subtract the mean from each value, square the result, add up all the squared differences, and divide by the total number of values minus 1

    • Example: Dataset {2, 4, 6, 8, 10}, Mean = (2+4+6+8+10)/5 = 6, Variance = ((2-6)^2 + (4-6)^2 + (6-6)^2 + (8-6)^2 + (10-6)^2)/...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Since this a fresher role, the main focus is on attitude, how you interact and how you respond, more than your technical skills. An all level first cleared CA candidate was rejected in favour of a simple MBA fresher, just because his attitude was not right.
Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
2-4 weeks
Result
Selected Selected

I appeared for an interview in Jun 2025, where I was asked the following questions.

  • Q1. What is your personal and professional growth
  • Q2. Your 3 weakness and 3 strength
  • Q3. You fulfill your parents need
  • Q4. Why we will join you here
  • Q5. Can you interested for next level growth

Interview Preparation Tips

Interview preparation tips for other job seekers - If you are interested to change your life montitory wise and status wise then you will join here you will never dispoint to work here

Data Analyst Interview Questions & Answers

user image Anonymous

posted on 10 Jan 2025

Interview experience
1
Bad
Difficulty level
Easy
Process Duration
Less than 2 weeks
Result
No response

I applied via Naukri.com and was interviewed in Dec 2024. There was 1 interview round.

Round 1 - Technical 

(2 Questions)

  • Q1. Interview was taken in malad on interface 7 building The relationship officer Vaibhav Panchal . He assigned Interviewer the way he was talking he was not able to speak in english half of the question i was...
  • Q2. His english was poor How you will get the customer count who speak in english? he didn't gave me which table to fetch from ? * question changed get the customer from one table and count from the other ...

Interview Preparation Tips

Interview preparation tips for other job seekers - They intend to hire from internal referrals, why waste our time and your
Interview experience
5
Excellent
Difficulty level
Easy
Process Duration
2-4 weeks
Result
Selected Selected

I appeared for an interview in Jun 2025, where I was asked the following questions.

  • Q1. What your expectation
  • Ans. 

    I expect a collaborative environment, opportunities for growth, and the ability to make a positive impact on client relationships.

    • Collaboration: I look forward to working with a team that values input and encourages sharing ideas, like brainstorming sessions for client strategies.

    • Growth Opportunities: I hope to engage in continuous learning, such as attending workshops or obtaining certifications relevant to relationsh...

  • Answered by AI
  • Q2. Willing to earn money only also or you want learning or growth
  • Ans. 

    I seek a balance between earning money and opportunities for learning and growth in my career as a Relationship Manager.

    • Earning money is important for financial stability, but personal growth enhances job satisfaction.

    • Learning new skills, such as negotiation or conflict resolution, can lead to better performance and higher earnings.

    • Growth opportunities, like promotions or leadership roles, can provide long-term career ...

  • Answered by AI
  • Q3. When you will see in future
Interview experience
5
Excellent
Difficulty level
Easy
Process Duration
Less than 2 weeks
Result
Selected Selected

I appeared for an interview in Jun 2025, where I was asked the following questions.

  • Q1. What is your experience related to this position?
  • Ans. 

    I have extensive experience in relationship management, focusing on client engagement and satisfaction in various sectors.

    • Managed a portfolio of over 100 clients, ensuring personalized communication and support.

    • Implemented a feedback system that increased client satisfaction scores by 20%.

    • Conducted regular follow-ups and check-ins, leading to a 15% increase in client retention.

    • Collaborated with cross-functional teams t...

  • Answered by AI
  • Q2. What was your experience with your previous company?
  • Ans. 

    I gained valuable experience in client relations, enhancing customer satisfaction and driving engagement through effective communication.

    • Managed a portfolio of over 100 clients, ensuring their needs were met and fostering long-term relationships.

    • Implemented a feedback system that increased customer satisfaction scores by 20% within six months.

    • Conducted regular follow-ups and check-ins, which led to a 15% increase in cl...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Okay
Interview experience
3
Average
Difficulty level
Moderate
Process Duration
2-4 weeks
Result
Selected Selected

I appeared for an interview in Jun 2025, where I was asked the following questions.

  • Q1. Where do you see yourself in the next five years?
  • Q2. How do you perceive yourself in the role of a leader?
Interview experience
3
Average
Difficulty level
Easy
Process Duration
2-4 weeks
Result
Selected Selected

I appeared for an interview in Jan 2025.

Round 1 - One-on-one 

(5 Questions)

  • Q1. Whats market trends?
  • Ans. 

    Market trends refer to the general direction in which a market is moving or developing over time.

    • Market trends can be influenced by factors such as technological advancements, changes in consumer behavior, economic conditions, and regulatory changes.

    • Examples of current market trends include the rise of e-commerce, the increasing focus on sustainability and ethical practices, and the growth of artificial intelligence an...

  • Answered by AI
  • Q2. Which stocks has given consistent returns?
  • Ans. 

    Stocks like Apple, Microsoft, and Amazon have shown consistent returns over the years.

    • Apple Inc. (AAPL)

    • Microsoft Corporation (MSFT)

    • Amazon.com Inc. (AMZN)

  • Answered by AI
  • Q3. Which business are in motilal oswal?
  • Ans. 

    Motilal Oswal is a diversified financial services firm offering investment, wealth management, and advisory services.

    • Investment Banking: Provides advisory services for mergers and acquisitions.

    • Wealth Management: Offers personalized investment solutions for high-net-worth individuals.

    • Retail Broking: Facilitates stock trading for individual investors through various platforms.

    • Asset Management: Manages mutual funds and ot...

  • Answered by AI
  • Q4. What is GDP and latest update of GDP ?
  • Ans. 

    GDP stands for Gross Domestic Product, which is the total value of all goods and services produced in a country in a specific period.

    • GDP is a key indicator of a country's economic health and is often used to compare the economic performance of different countries.

    • It is calculated by adding up consumption, investment, government spending, and net exports.

    • The latest update of GDP varies by country and is typically releas...

  • Answered by AI
  • Q5. Why do you join motilal oswal?
  • Ans. 

    I joined Motilal Oswal because of its strong reputation in the financial industry and the opportunity to work with a talented team.

    • Motilal Oswal has a strong reputation in the financial industry

    • Opportunity to work with a talented team

    • Exciting career growth prospects

    • Innovative work culture

  • Answered by AI
Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I appeared for an interview in Jun 2025, where I was asked the following questions.

  • Q1. Where do you see yourself in 2 years
  • Ans. 

    In two years, I envision myself as a seasoned Equity Advisor, leading impactful investment strategies and mentoring junior advisors.

    • Developing expertise in emerging markets, enabling clients to capitalize on new investment opportunities.

    • Building a robust client portfolio, aiming for a 20% increase in assets under management.

    • Mentoring junior advisors, sharing knowledge on market trends and client relationship management...

  • Answered by AI
  • Q2. Introduce yourself to me
  • Ans. 

    I am a passionate equity advisor with a strong background in finance and investment strategies, dedicated to helping clients achieve their goals.

    • Over 5 years of experience in equity research and portfolio management.

    • Successfully managed a diverse portfolio that outperformed the market by 15% last year.

    • Strong analytical skills, with a knack for identifying undervalued stocks.

    • Excellent communication skills, enabling me t...

  • Answered by AI
Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I appeared for an interview in Jun 2025, where I was asked the following questions.

  • Q1. Sell me this pen
  • Q2. Why we hire you
Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I appeared for an interview in Jun 2025, where I was asked the following questions.

  • Q1. Why should we select you
  • Q2. What is your salary expectation

Interview Preparation Tips

Interview preparation tips for other job seekers - NA

Business Executive Interview Questions & Answers

user image Rutuja Bandre

posted on 8 Jul 2025

Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I appeared for an interview in Jun 2025, where I was asked the following questions.

  • Q1. Why should we select you
  • Q2. What is your salary expectation

Interview Preparation Tips

Interview preparation tips for other job seekers - NA

Top trending discussions

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Interview Tips & Stories
1w (edited)
a team lead
Why are women still asked such personal questions in interview?
I recently went for an interview… and honestly, m still trying to process what just happened. Instead of being asked about my skills, experience, or how I could add value to the company… the questions took a totally unexpected turn. The interviewer started asking things like When are you getting married? Are you engaged? And m sure, if I had said I was married, the next question would’ve been How long have you been married? What does my personal life have to do with the job m applying for? This is where I felt the gender discrimination hit hard. These types of questions are so casually thrown at women during interviews but are they ever asked to men? No one asks male candidates if they’re planning a wedding or how old their kids are. So why is it okay to ask women? Can we please stop normalising this kind of behaviour in interviews? Our careers shouldn’t be judged by our relationship status. Period.
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Motilal Oswal Financial Services Interview FAQs

How many rounds are there in Motilal Oswal Financial Services interview?
Motilal Oswal Financial Services interview process usually has 1-2 rounds. The most common rounds in the Motilal Oswal Financial Services interview process are One-on-one Round, HR and Resume Shortlist.
How to prepare for Motilal Oswal Financial Services interview?
Go through your CV in detail and study all the technologies mentioned in your CV. Prepare at least two technologies or languages in depth if you are appearing for a technical interview at Motilal Oswal Financial Services. The most common topics and skills that interviewers at Motilal Oswal Financial Services expect are Sales, Equity, Mutual Funds, Relationship Management and broking.
What are the top questions asked in Motilal Oswal Financial Services interview?

Some of the top questions asked at the Motilal Oswal Financial Services interview -

  1. 1. Introduction 2. Difference between financial markets and stock market 3. Wha...read more
  2. What knowledge do you have about market? What is the status of current mar...read more
  3. What is matual funds or si...read more
What are the most common questions asked in Motilal Oswal Financial Services HR round?

The most common HR questions asked in Motilal Oswal Financial Services interview are -

  1. What are your strengths and weakness...read more
  2. Where do you see yourself in 5 yea...read more
  3. What is your family backgrou...read more
How long is the Motilal Oswal Financial Services interview process?

The duration of Motilal Oswal Financial Services interview process can vary, but typically it takes about less than 2 weeks to complete.

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Overall Interview Experience Rating

4/5

based on 513 interview experiences

Difficulty level

Easy 27%
Moderate 67%
Hard 6%

Duration

Less than 2 weeks 78%
2-4 weeks 15%
4-6 weeks 3%
6-8 weeks 1%
More than 8 weeks 3%
View more
Join Motilal Oswal Financial Services Our legacy of trust, integrity, and excellence; built over 37+ years

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Motilal Oswal Financial Services Reviews and Ratings

based on 4.2k reviews

3.8/5

Rating in categories

3.9

Skill development

3.5

Work-life balance

3.6

Salary

3.6

Job security

3.6

Company culture

3.4

Promotions

3.5

Work satisfaction

Explore 4.2k Reviews and Ratings
Performance Marketing - Motilal Oswal

Mumbai

3-7 Yrs

Not Disclosed

Equity Dealer Raipur

Raipur

1-6 Yrs

₹ 2-5.5 LPA

Equity Advisor

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0-2 Yrs

Not Disclosed

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