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

Updated 9 Mar 2025

Top Motilal Oswal Financial Services Financial Advisor Interview Questions and Answers

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Motilal Oswal Financial Services Financial Advisor Interview Experiences

14 interviews found

Financial Advisor Interview Questions & Answers

user image Kaustubh Sawant

posted on 27 Jan 2025

Interview experience
4
Good
Difficulty level
Moderate
Process Duration
More than 8 weeks
Result
Selected Selected

I was interviewed before Jan 2024.

Round 1 - HR 

(3 Questions)

  • Q1. Market update why market falling
  • Ans. 

    Market falling due to economic uncertainty and global events.

    • Market falling due to concerns about trade tensions between US and China.

    • Investors worried about slowing global economic growth.

    • Uncertainty surrounding Brexit and its impact on European markets.

    • Geopolitical tensions in the Middle East affecting oil prices and market sentiment.

  • Answered by AI
  • Q2. Family background
  • Q3. Current location
  • Ans. 

    I am currently located in New York City.

    • I am based in the bustling metropolis of New York City.

    • My office is located in the financial district of Manhattan.

    • I work remotely from my apartment in Brooklyn.

  • Answered by AI
Round 2 - HR 

(2 Questions)

  • Q1. Current location
  • Ans. 

    I am currently located in New York City.

    • I am based in the bustling metropolis of New York City.

    • My office is located in the financial district of Manhattan.

    • I work remotely from my apartment in Brooklyn.

  • Answered by AI
  • Q2. Family background

Interview Preparation Tips

Interview preparation tips for other job seekers - Be prepared market update .
Interview experience
3
Average
Difficulty level
Moderate
Process Duration
2-4 weeks
Result
Selected Selected

I applied via Job Portal and was interviewed before Oct 2022. There were 2 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 - Telephonic Call 

(4 Questions)

  • Q1. Self introducation
  • Q2. Why were we hired?
  • Q3. Tell me about stock market
  • Ans. 

    Stock market is a platform where investors buy and sell shares of publicly traded companies.

    • Stock market allows companies to raise capital by selling shares to investors

    • Investors can buy and sell shares to potentially earn profits

    • Stock prices fluctuate based on supply and demand, company performance, economic factors, etc.

  • Answered by AI
  • Q4. What is mutual fund
  • Ans. 

    A mutual fund is a type of investment vehicle consisting of a pool of funds collected from many investors to invest in securities like stocks, bonds, and other assets.

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

    • Investors in a mutual fund share the profits and losses of the fund in proportion to their investments.

    • Mutual funds offer diversification, liqu...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - they just need people for sales

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
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 - HR 

(5 Questions)

  • Q1. What is your family background?
  • Q2. Where do you see yourself in 5 years?
  • Q3. What are your strengths and weaknesses?
  • Q4. Tell me about yourself.
  • Q5. If I give you one lakh rupees, where will you invest it? And how?
  • Ans. 

    I would invest in a diversified portfolio of mutual funds and stocks based on the investor's risk profile and financial goals.

    • Assess the investor's risk profile and financial goals

    • Create a diversified portfolio of mutual funds and stocks

    • Consider investing in blue-chip stocks and index funds

    • Regularly monitor and rebalance the portfolio

    • Consider investing in tax-saving mutual funds for tax benefits

  • Answered by AI
Round 3 - HR 

(2 Questions)

  • Q1. What are your salary expectations?
  • Q2. Why are you looking for a change?

Interview Preparation Tips

Interview preparation tips for other job seekers - Be confident, don't worry, don't be stressed and learn about the company well and have knowledge of the job profile you are applying for. Focus and study the profile. You want to work. Have a brief knowledge of your profession. Also be confident while answering all the questions and don't be nervous.

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
  • Q2. 2 . knowledge about company
  • Q3. 3. Process related info.
  • Q4. 4.also check your confidence

Interview Preparation Tips

Interview preparation tips for other job seekers - Good.

Motilal Oswal Financial Services interview questions for designations

 Advisor

 (6)

 Sales Advisor

 (2)

 Service Advisor

 (1)

 Equity Advisor

 (29)

 Commodity Advisor

 (3)

 Commodities Advisor

 (1)

 Wealth Advisor

 (1)

 Senior Equity Advisor

 (1)

Financial Advisor Jobs at Motilal Oswal Financial Services

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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. What is the current GDP of Ind...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 18 interviews

2 Interview rounds

  • HR Round - 1
  • HR Round - 2
View more

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Motilal Oswal Financial Services Financial Advisor Salary
based on 373 salaries
₹1 L/yr - ₹5.5 L/yr
24% less than the average Financial Advisor Salary in India
View more details

Motilal Oswal Financial Services Financial Advisor Reviews and Ratings

based on 134 reviews

3.3/5

Rating in categories

3.7

Skill development

3.0

Work-life balance

3.5

Salary

3.3

Job security

3.3

Company culture

3.2

Promotions

3.0

Work satisfaction

Explore 134 Reviews and Ratings
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