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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.
  • Ans. 

    Managed an AUM book size of $150 million, focusing on client relationships and investment strategies.

    • Oversaw a diverse portfolio including equities, fixed income, and alternative investments.

    • Successfully increased AUM by 20% over two years through strategic client acquisition.

    • Developed tailored investment strategies for high-net-worth individuals, enhancing client satisfaction.

    • Conducted regular portfolio reviews and ma

  • Answered by AI

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

Interview Questionnaire 

2 Questions

  • Q1. How many sub broker can you transfer to IIFL Securities?
  • Ans. 

    The number of sub brokers that can be transferred to IIFL Securities depends on various factors such as their performance, compliance, and eligibility.

    • The number of sub brokers that can be transferred to IIFL Securities is not fixed.

    • It depends on the performance of the sub brokers.

    • It also depends on their compliance with the regulations.

    • Eligibility criteria such as minimum business volume may also apply.

    • The final decis...

  • Answered by AI
  • Q2. How much AUM you can transfer from your old company?

Interview Preparation Tips

Interview preparation tips for other job seekers - Don't Join. They don't give time to settle a new joinee they just hire and fire
Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Recruitment Consulltant and was interviewed before Nov 2022. There were 5 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 - One-on-one 

(1 Question)

  • Q1. Introduction to know the candidate
Round 3 - Assignment 

Adsignment based on JD

Round 4 - One-on-one 

(1 Question)

  • Q1. Final interview round to present case and other questions
Round 5 - HR 

(1 Question)

  • Q1. Questions on role and compensation

Interview Preparation Tips

Interview preparation tips for other job seekers - Prepare well on your resume and JD
Interview experience
4
Good
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Recruitment Consulltant and was interviewed before Jan 2022. There were 4 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 - Aptitude Test 

Aptitude, logical reasoning,sales point of view and based on situations etc.

Round 3 - HR 

(1 Question)

  • Q1. All about us which was mentioned in CV
Round 4 - One-on-one 

(1 Question)

  • Q1. All one and one round with concerned department

Interview Preparation Tips

Interview preparation tips for other job seekers - Work on related field.
Be confident.
Working Industry knowledge on tips.
Situations based questions and many more questions are there.
Interview experience
4
Good
Difficulty level
Easy
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Naukri.com and was interviewed in Aug 2022. There were 4 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 - One-on-one 

(4 Questions)

  • Q1. Questions related to previous experience
  • Q2. What was book size you handled?
  • Q3. How many clients did you service on single day?
  • Q4. How many clients can you bring to our company?
Round 3 - One-on-one 

(3 Questions)

  • Q1. Where do you see yourself in next 2 years
  • Q2. If you want to suggest a company to buy what stock would it be ?
  • Ans. 

    I would suggest buying stock in Amazon.

    • Amazon has consistently shown growth and profitability in recent years.

    • Their dominance in the e-commerce market and expansion into other industries make them a strong investment choice.

    • Their innovative technology and focus on customer experience also contribute to their success.

    • Amazon's stock has a high price, but its potential for long-term growth makes it a worthwhile investment

  • Answered by AI
  • Q3. Why do you want to suggest this company?
Round 4 - HR 

(3 Questions)

  • Q1. What is your previous take home?
  • Q2. What is your expected CTC?
  • Ans. 

    My expected CTC is in line with industry standards and commensurate with my experience and skills.

    • I have researched the industry standards for Assistant Manager roles and have a realistic expectation.

    • My expected CTC is based on my experience and skills, which I believe are valuable to the company.

    • I am open to negotiation and willing to discuss the details of the compensation package.

    • I am looking for a fair and competit...

  • Answered by AI
  • Q3. Do you have any offer in hand ?

Interview Preparation Tips

Interview preparation tips for other job seekers - Be confident on your answers. Do some home work and have a striking resume. Just speak what is mentioned in resume with high confidence.
Interview experience
4
Good
Difficulty level
-
Process Duration
-
Result
-
Round 1 - Group Discussion 

Trade settlement cycle

Round 2 - Technical 

(2 Questions)

  • Q1. Types of Market risk
  • Ans. 

    Market risk refers to the risk of financial loss due to changes in market conditions such as interest rates, exchange rates, and commodity prices.

    • Interest rate risk: Risk of loss due to changes in interest rates affecting the value of investments.

    • Currency risk: Risk of loss due to changes in exchange rates impacting the value of foreign investments.

    • Commodity risk: Risk of loss due to changes in commodity prices affecti...

  • Answered by AI
  • Q2. Work experience and area of interest
Round 3 - Technical 

(1 Question)

  • Q1. What is your long term goal, are you interested in risk or research, what are derivatives strategies
Interview experience
5
Excellent
Difficulty level
Easy
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Direct and was interviewed in Apr 2024. There were 2 interview rounds.

Round 1 - HR 

(2 Questions)

  • Q1. Introducing, salary discussion
  • Q2. Introduced your self
Round 2 - HR 

(1 Question)

  • Q1. Working experience
Interview experience
4
Good
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Recruitment Consulltant and was interviewed before Oct 2022. There were 2 interview rounds.

Round 1 - One-on-one 

(1 Question)

  • Q1. About job related
Round 2 - HR 

(1 Question)

  • Q1. Salary discussion

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.
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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

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Motilal Oswal Financial Services Pcg Relationship Manager Interview Process

based on 2 interviews

Interview experience

4.5
  
Good
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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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