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Motilal Oswal Financial Services Financial Advisor Interview Questions, Process, and Tips

Updated 3 Apr 2025

Top Motilal Oswal Financial Services Financial Advisor Interview Questions and Answers

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Motilal Oswal Financial Services Financial Advisor Interview Experiences

18 interviews found

Financial Advisor Interview Questions & Answers

user image Khushi Chobdar

posted on 9 Mar 2025

Interview experience
3
Average
Difficulty level
Easy
Process Duration
Less than 2 weeks
Result
Selected Selected

I appeared for an interview in Sep 2024.

Round 1 - One-on-one 

(1 Question)

  • Q1. How would you persuade someone to purchase insurance?
  • Ans. 

    I would emphasize the importance of financial security and peace of mind that insurance provides against unforeseen events.

    • Highlight the risks: Discuss potential financial burdens from accidents or illnesses, e.g., medical bills or loss of income.

    • Use relatable scenarios: Share stories of individuals who faced hardships without insurance, illustrating the value of coverage.

    • Emphasize peace of mind: Explain how insurance ...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - If you are a recent graduate with a finance background, it is advisable to refrain from joining, as the position is presented as a finance role, while in fact, it focuses on sales. The work environment is unpleasant, characterized by inappropriate language used in the office, and you are likely to encounter a lack of work-life balance. They tend to hire only fresh graduates, misleading them into this sales role; I was deceived as well. The team leaders will harass you with derogatory comments, leaving you with no choice but to quit, as there is no support available.
Interview experience
1
Bad
Difficulty level
Easy
Process Duration
Less than 2 weeks
Result
Selected 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
  • Q2. Studying experience

Interview Preparation Tips

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

Financial Advisor Interview Questions Asked at Other Companies

Q1. If I give you one lakh rupees, where will you invest it? And how?
Q2. Who is the CEO of Icici prudential life insurance company
Q3. How you managed to travel paschim vihar as there is 2 weeks paid ... read more
Q4. How you build trust with US customer as they have received so man ... read more
Q5. How kuch experience do you have in this field ? What you know abo ... read more
Interview experience
3
Average
Difficulty level
Easy
Process Duration
6-8 weeks
Result
Selected Selected

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

Round 1 - HR 

(1 Question)

  • Q1. Basic Questions
Round 2 - Technical 

(1 Question)

  • Q1. Basic Information About Stock Market
Round 3 - Technical 

(1 Question)

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

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
Interview experience
4
Good
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected 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
  • Q2. KNOWLEDGE ABOUT INVESTMENTS AND THEIR STRATEGIES

Interview Preparation Tips

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

Motilal Oswal Financial Services interview questions for designations

 Advisor

 (6)

 Sales Advisor

 (2)

 Service Advisor

 (1)

 Equity Advisor

 (31)

 Commodity Advisor

 (3)

 Wealth Advisor

 (1)

 Commodities Advisor

 (1)

 Senior Equity Advisor

 (1)

Interview experience
5
Excellent
Difficulty level
Easy
Process Duration
Less than 2 weeks
Result
Selected 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?
Round 2 - One-on-one 

(1 Question)

  • Q1. Basic market knowledge. Derivatives questions

Get interview-ready with Top Motilal Oswal Financial Services Interview Questions

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

I appeared for an interview 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
  • 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

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.
Interview experience
4
Good
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I appeared for an interview in Sep 2024, where I was asked the following questions.

  • Q1. What is your understanding of the market?
  • Ans. 

    The market is a dynamic platform where buyers and sellers interact, influencing prices and investment opportunities.

    • The market consists of various segments, including stocks, bonds, commodities, and real estate.

    • Market trends can be bullish (rising prices) or bearish (falling prices), impacting investment strategies.

    • Economic indicators like GDP, unemployment rates, and inflation influence market performance.

    • Investor sen...

  • Answered by AI
  • Q2. What upcoming events may affect the market?
  • Ans. 

    Upcoming events like economic reports, elections, and geopolitical tensions can significantly impact market trends.

    • Economic Reports: Upcoming GDP growth reports can influence investor confidence.

    • Elections: The U.S. presidential election in 2024 may lead to market volatility based on candidate policies.

    • Geopolitical Tensions: Ongoing conflicts, such as in Ukraine, can affect global supply chains and energy prices.

    • Interes...

  • Answered by AI
Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
-
Round 1 - HR 

(2 Questions)

  • Q1. What about my skills
  • Q2. What is my work in last company

Interview Preparation Tips

Interview preparation tips for other job seekers - Career opportunities......
Interview experience
4
Good
Difficulty level
-
Process Duration
-
Result
-
Round 1 - Aptitude Test 

All the market knowledge and NISM certifications will be asked

Interview Preparation Tips

Interview preparation tips for other job seekers - must have well stock marlet knowledge

Financial Advisor Interview Questions & Answers

user image Kajal Sharma

posted on 23 Mar 2025

Interview experience
1
Bad
Difficulty level
Moderate
Process Duration
4-6 weeks
Result
Selected Selected

I appeared for an interview before Mar 2024, where I was asked the following questions.

  • Q1. Can you provide information about yourself?
  • Ans. 

    I am a dedicated financial advisor with a passion for helping clients achieve their financial goals through personalized strategies.

    • Over 5 years of experience in financial planning and investment management.

    • Successfully helped clients increase their portfolio returns by an average of 15% annually.

    • Expert in retirement planning, having guided numerous clients to secure their financial future.

    • Strong background in risk ass...

  • Answered by AI
  • Q2. What is your past experience in your field?
  • Ans. 

    I have over five years of experience in financial advising, focusing on investment strategies and retirement planning for diverse clients.

    • Worked at XYZ Financial Services for 3 years, managing a portfolio of high-net-worth clients.

    • Developed personalized investment strategies that increased client returns by an average of 15%.

    • Conducted financial workshops to educate clients on retirement planning and tax-efficient inves...

  • Answered by AI
  • Q3. What is your total years of experience in your field?
  • Ans. 

    I have over 5 years of experience in financial advising, specializing in investment strategies and retirement planning.

    • Started my career as a financial analyst for 2 years, gaining insights into market trends.

    • Worked as a junior financial advisor for 1 year, assisting clients with portfolio management.

    • Spent the last 2 years as a senior financial advisor, focusing on personalized financial planning.

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Don't join MOFSL if you desire stability.

What people are saying about Motilal Oswal Financial Services

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Can anyone know what is the fair package for a CA with a 7 years of exp in tax. Thanks
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Motilal Oswal Financial Services Interview FAQs

How many rounds are there in Motilal Oswal Financial Services Financial Advisor 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 HR, One-on-one Round and Technical.
How to prepare for Motilal Oswal Financial Services Financial Advisor 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 Advising, Equity Broking, Mutual Funds Sales and Stock Broking.
What are the top questions asked in Motilal Oswal Financial Services Financial Advisor interview?

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

  1. If I give you one lakh rupees, where will you invest it? And h...read more
  2. What are ten examples of stocks from the Indian stock mark...read more
  3. How would you persuade someone to purchase insuran...read more
How long is the Motilal Oswal Financial Services Financial Advisor interview process?

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

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Motilal Oswal Financial Services Financial Advisor Interview Process

based on 22 interviews

2 Interview rounds

  • HR Round - 1
  • HR Round - 2
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 Financial Advisor Salary
based on 386 salaries
₹1 L/yr - ₹5 L/yr
29% less than the average Financial Advisor Salary in India
View more details

Motilal Oswal Financial Services Financial Advisor Reviews and Ratings

based on 147 reviews

3.3/5

Rating in categories

3.7

Skill development

3.0

Work-life balance

3.5

Salary

3.3

Job security

3.4

Company culture

3.2

Promotions

3.1

Work satisfaction

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