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Motilal Oswal Financial Services Pcg Relationship Manager Interview Questions and Answers

Updated 5 Mar 2025

Motilal Oswal Financial Services Pcg Relationship Manager Interview Experiences

2 interviews found

Interview experience
4
Good
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Not Selected

I was interviewed in Feb 2025.

Round 1 - One-on-one 

(1 Question)

  • Q1. AUM Book Size you handled at your previous organization.

Interview Preparation Tips

Interview preparation tips for other job seekers - Be attentive to the interview pannel.
Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
-
Result
-
Round 1 - Technical 

(1 Question)

  • Q1. Start with brief intro going forward you might face current market trend questions also previous job business questions in terms of numbers.
Round 2 - One-on-one 

(1 Question)

  • Q1. Market understanding segment understanding, fundamentals and client acquisition strategy.

Interview Preparation Tips

Interview preparation tips for other job seekers - You have to be proactive as this role required lot of effort and skills.

Pcg Relationship Manager Interview Questions Asked at Other Companies

Q1. What is option stretgy
Q2. How bonds ytm is calculated
Q3. What is PE ratio

Interview questions from similar companies

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

Round 1 - Technical 

(1 Question)

  • Q1. How much u gain product knowledge and market knowledge in your previous company it will be tested in technical round and your interpersonal skill also.

Interview Preparation Tips

Interview preparation tips for other job seekers - Present yourself in a simple manner and give prompt reply on the question by the interviewer.

I applied via Company Website and was interviewed in Aug 2020. There was 1 interview round.

Interview Questionnaire 

2 Questions

  • Q1. On capital market and financial institutions
  • Q2. What is market cap of Indian stock market
  • Ans. 

    The market cap of Indian stock market is constantly changing based on the performance of the companies listed on the stock exchange.

    • Market cap is the total value of all the shares of companies listed on the stock exchange

    • It is calculated by multiplying the total number of outstanding shares by the current market price of each share

    • As of August 2021, the market cap of Indian stock market is around $3.2 trillion

    • The marke...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - This interview was a technical on stock market and option market

I was interviewed in Apr 2021.

Interview Questionnaire 

2 Questions

  • Q1. Myself ppppppp
  • Q2. Do you have any knowledge of demat account opening
  • Ans. 

    Yes, I have knowledge of demat account opening.

    • I am familiar with the process of opening a demat account.

    • I understand the documentation required for demat account opening.

    • I am aware of the benefits and features of a demat account.

    • I have experience in assisting customers with demat account opening.

    • I can explain the demat account opening process to potential customers.

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Better what you have a knowledge or according experience answer that much no much

I applied via Naukri.com and was interviewed before Jul 2021. There were 2 interview rounds.

Round 1 - Technical 

(1 Question)

  • Q1. About stocks and mutual funds
Round 2 - HR 

(1 Question)

  • Q1. Tell me about yourself

Interview Preparation Tips

Interview preparation tips for other job seekers - A good company to work with with good working environment

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

Round 1 - One-on-one 

(1 Question)

  • Q1. Experience previous organization related questions

Interview Preparation Tips

Interview preparation tips for other job seekers - As per resume question and Educational information

I applied via Recruitment Consultant and was interviewed before Sep 2020. There were 3 interview rounds.

Interview Questionnaire 

1 Question

  • Q1. Why do you want to join kotak securities?

Interview Preparation Tips

Interview preparation tips for other job seekers - Don't panic.keep calm.all the best

I applied via Referral and was interviewed in Nov 2019. There were 4 interview rounds.

Interview Questionnaire 

9 Questions

  • Q1. Basics of stock market ( stock, Mf, IPO, FPO, PMS)
  • Q2. Previous experience detail ( key responsibilities)
  • Ans. 

    Managed team of 10 sales associates, created and implemented sales strategies, conducted performance evaluations

    • Managed a team of 10 sales associates

    • Created and implemented sales strategies to increase revenue

    • Conducted performance evaluations to assess team's progress

    • Collaborated with marketing department to develop promotional campaigns

  • Answered by AI
  • Q3. Why kotak securities?
  • Ans. 

    Kotak Securities is a leading financial services company with a strong reputation and commitment to customer satisfaction.

    • Kotak Securities has a proven track record of success in the financial services industry

    • The company is known for its innovative products and services

    • Kotak Securities has a strong commitment to customer satisfaction and building long-term relationships

    • The company offers excellent career growth opport...

  • Answered by AI
  • Q4. Self Introduction
  • Q5. Details of previous company brokerage detail?
  • Ans. 

    I worked at XYZ brokerage firm for 3 years, specializing in commercial real estate transactions.

    • Managed a portfolio of high-net-worth clients

    • Negotiated lease agreements and property sales

    • Developed marketing strategies to attract new clients

    • Collaborated with legal and financial teams on complex deals

  • Answered by AI
  • Q6. Benefits of demat saving?
  • Ans. 

    Demat saving offers a range of benefits for investors.

    • Eliminates the risk of loss, theft or damage of physical share certificates

    • Facilitates easy and quick transfer of securities

    • Reduces paperwork and transaction costs

    • Enables investors to hold a variety of securities in a single account

    • Provides access to real-time information and updates on investments

  • Answered by AI
  • Q7. Intraday, Delivery, ETF, Commodities?
  • Q8. What about salary? How much u want?
  • Q9. Family background?
  • Ans. 

    My family background is diverse and supportive, with a mix of professions and interests.

    • My parents are both educators, instilling in me a love for learning and teaching.

    • I have a sibling who works in finance, providing a different perspective on business and management.

    • My extended family includes artists, engineers, and healthcare professionals, giving me a well-rounded view of various industries.

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - 1) Always be Confident.
2) Think that way..if they hire us ..its there benefit..if they don't..its there loss.( believe in your capabilities).
3) Dressed properly (Formals) it looks like Good Manager.

I applied via Walk-in and was interviewed in Dec 2019. There were 3 interview rounds.

Interview Questionnaire 

3 Questions

  • Q1. Tell me about ur self and ur previous experience?
  • Q2. Why u want to join kotak?
  • Q3. Are u ready to do hard work in sales?

Interview Preparation Tips

Interview preparation tips for other job seekers - Should be confidence when giving answer.
Should be cool.
Should be smiling face.

Motilal Oswal Financial Services Interview FAQs

How many rounds are there in Motilal Oswal Financial Services Pcg Relationship Manager interview?
Motilal Oswal Financial Services interview process usually has 2 rounds. The most common rounds in the Motilal Oswal Financial Services interview process are One-on-one Round, Resume Shortlist and Technical.
What are the top questions asked in Motilal Oswal Financial Services Pcg Relationship Manager interview?

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

  1. Start with brief intro going forward you might face current market trend questi...read more
  2. Market understanding segment understanding, fundamentals and client acquisition...read more
  3. AUM Book Size you handled at your previous organizati...read more

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Motilal Oswal Financial Services Pcg Relationship Manager Interview Process

based on 2 interviews

Interview experience

4.5
  
Good
View more

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Motilal Oswal Financial Services Pcg Relationship Manager Salary
based on 4 salaries
₹3 L/yr - ₹5.8 L/yr
33% less than the average Pcg Relationship Manager Salary in India
View more details

Motilal Oswal Financial Services Pcg Relationship Manager Reviews and Ratings

based on 6 reviews

3.6/5

Rating in categories

4.8

Skill development

3.3

Work-life balance

3.6

Salary

3.2

Job security

3.4

Company culture

3.0

Promotions

3.5

Work satisfaction

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