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Motilal Oswal Financial Services
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Motilal Oswal Financial Services Relationship Manager Interview Questions, Process, and Tips for Experienced
Top Motilal Oswal Financial Services Relationship Manager Interview Questions and Answers for Experienced
- Q1. What is matual funds or sip ?
- Q2. What is Demat account ?
- Q3. What's term plan , health insurance, life cover
Motilal Oswal Financial Services Relationship Manager Interview Experiences for Experienced
9 interviews found
Akash Srivastava
Selected
(2 Questions)
- Q1. Can you introduce yourself?
- Ans.
I am a dedicated and experienced Relationship Manager with a strong background in client relations and business development.
Over 5 years of experience in managing client relationships
Proven track record of increasing client retention and satisfaction
Skilled in identifying client needs and providing tailored solutions
Excellent communication and negotiation skills
Proficient in CRM software and sales techniques
- Q2. Work profile???
I appeared for an interview in Nov 2023.
(3 Questions)
- Q1. Tell me about yourself
- Q2. What was your role in previous organisation
- Q3. What are your salary expectation
(4 Questions)
- Q1. Tell me about life insurance
- Ans.
Life insurance is a financial product that provides a lump sum payment to beneficiaries upon the insured's death.
Life insurance provides financial protection for loved ones in the event of the insured's death.
There are different types of life insurance policies, such as term life, whole life, and universal life.
Premiums for life insurance are based on factors like age, health, and coverage amount.
Life insurance can als...
- Q2. What is NAV in SIP
- Ans.
NAV in SIP stands for Net Asset Value in Systematic Investment Plan, representing the value of each unit of a mutual fund scheme.
NAV is the price at which investors buy or sell units of a mutual fund.
It is calculated by dividing the total value of assets in the fund by the total number of units outstanding.
NAV fluctuates daily based on the performance of the underlying securities in the fund.
Investors can use NAV to tr...
- Q3. What are your salary expectation
- Q4. How will sale products for customers
- Ans.
I will identify customer needs, recommend suitable products, and provide personalized solutions to meet their financial goals.
Understand customer needs and financial goals
Recommend products that align with customer needs
Provide personalized solutions tailored to each customer
Build trust and rapport with customers to increase sales
Follow up with customers to ensure satisfaction and address any concerns
(2 Questions)
- Q1. Tell me about yourself
- Q2. Salary expectation
I applied via Referral and was interviewed in Apr 2024. There were 2 interview rounds.
Choice the correct sentences
(2 Questions)
- Q1. About job experience
- Q2. Way lift last company
Interview Preparation Tips
(5 Questions)
- Q1. Tell me about your self
- Q2. What is mutual fund
- Ans.
A mutual fund is a type of investment vehicle consisting of a portfolio of stocks, bonds, or other securities, managed by a professional fund manager.
Mutual funds pool money from multiple investors to invest in a diversified portfolio of securities
Investors buy shares of the mutual fund, which represent a portion of the holdings in the fund
Professionally managed by fund managers who make investment decisions on behalf ...
- Q3. How stock market work
- Ans.
The stock market is a platform where investors buy and sell shares of publicly traded companies.
Investors buy shares of a company in the hope that the value will increase over time.
Stock prices are influenced by various factors such as company performance, economic conditions, and investor sentiment.
Stock exchanges like NYSE and NASDAQ facilitate the buying and selling of stocks.
Stock market indices like the S&P 500 an...
- Q4. How many STOCK exchanges in India
- Ans.
There are 8 stock exchanges in India.
There are 2 major stock exchanges in India - BSE (Bombay Stock Exchange) and NSE (National Stock Exchange).
Apart from BSE and NSE, there are 6 regional stock exchanges in India.
Some of the regional stock exchanges include Calcutta Stock Exchange, Madras Stock Exchange, and Ahmedabad Stock Exchange.
- Q5. What is your expected salary
Interview Preparation Tips
Motilal Oswal Financial Services interview questions for designations
Selected
I applied via Naukri.com and was interviewed in Aug 2022. There were 2 interview rounds.
(3 Questions)
- Q1. What is Demat account ?
- Q2. What is matual funds or sip ?
- Q3. Long form of CDSL ?
- Ans.
CDSL stands for Central Depository Services Limited.
CDSL is a depository for securities in India.
It was established in 1999.
It provides services like dematerialization, trading, and settlement of securities.
CDSL is one of the two depositories in India, the other being NSDL.
(5 Questions)
- Q1. Why you are coming in sales ?
- Q2. How you can create sales lead
- Ans.
Sales leads can be created through networking, referrals, cold calling, and social media.
Networking events and conferences can help build relationships and generate leads
Asking current clients for referrals can lead to new business opportunities
Cold calling potential clients can be effective if done properly
Social media platforms like LinkedIn can be used to connect with potential clients and share industry insights
Cre...
- Q3. What is your plan for future in this field?
- Ans.
I aim to enhance client relationships, develop my skills, and contribute to the growth of the organization in the relationship management field.
Pursue continuous professional development through certifications like CRM or CSM to enhance my skills.
Build strong, long-term relationships with clients by understanding their needs and providing tailored solutions.
Leverage technology and data analytics to improve client engag...
- Q4. What's term plan , health insurance, life cover
- Q5. What's 80c diduction?
- Ans.
80C deduction is a tax deduction under Section 80C of the Income Tax Act, 1961.
It allows individuals to claim a deduction of up to Rs. 1.5 lakh from their taxable income.
Investments made in certain financial instruments such as Public Provident Fund (PPF), Equity-Linked Savings Scheme (ELSS), National Savings Certificate (NSC), etc. are eligible for this deduction.
Life insurance premiums, tuition fees paid for children...
Interview Preparation Tips
Skills evaluated in this interview
Get interview-ready with Top Motilal Oswal Financial Services Interview Questions
Selected
I applied via Approached by Company and was interviewed in Oct 2022. There were 3 interview rounds.
(2 Questions)
- Q1. Asked about my past jobs and why should they hire me? About product knowledge.
- Q2. I had 2nd round with the National sales head and I was cleared that
(1 Question)
- Q1. Asked only about product
Relationship Manager Jobs at Motilal Oswal Financial Services
I applied via Recruitment Consulltant and was interviewed before Jun 2021. There were 2 interview rounds.
(1 Question)
- Q1. Regarding sourcing & result output
Interview Preparation Tips
I applied via Indeed and was interviewed before Apr 2021. There were 3 interview rounds.
(2 Questions)
- Q1. Self introduction, customer service
- Q2. About insurance and financial products
(2 Questions)
- Q1. About past Experience & personal information
- Q2. Previous company reliveing letter, previous company reporting manager contact details
Interview Preparation Tips
I applied via Naukri.com and was interviewed before Aug 2020. There was 1 interview round.
Interview Questionnaire
2 Questions
- Q1. About previous job , why do I want to leave my previous job ,my experience in that field
- Q2. They used to see the passion regarding sales and self motivated person
Interview Preparation Tips
What people are saying about Motilal Oswal Financial Services
Interview questions from similar companies
I applied via Walk-in and was interviewed in Aug 2019. There were 3 interview rounds.
Interview Questionnaire
5 Questions
- Q1. Why I want to switch?
- Q2. About your self.
- Q3. Explain corporate actions and it’s types with examples
- Ans.
Corporate actions are events initiated by a company that can affect its stock price and shareholders.
Types of corporate actions include dividends, stock splits, mergers and acquisitions, spin-offs, and rights issues.
Dividends are payments made to shareholders from a company's profits.
Stock splits increase the number of shares outstanding while decreasing the price per share.
Mergers and acquisitions involve the combinat...
- Q4. What are bonds and it’s types
- Q5. Types of swift and how it read it. Like its fields.
- Ans.
Swift is a messaging system used for financial transactions. It has different types and fields for message processing.
Swift messages are categorized into 5 types - MT0xx, MT1xx, MT2xx, MT3xx, and MT9xx
Each type has its own set of fields for message processing
For example, MT103 is used for Single Customer Credit Transfer and has fields like Sender's Reference, Receiver's Reference, Amount, Currency, etc.
Interview Preparation Tips
Describe your current job well.
Always read about the job your applying.
Be confident and honest
Skills evaluated in this interview
Motilal Oswal Financial Services Interview FAQs
The duration of Motilal Oswal Financial Services Relationship Manager interview process can vary, but typically it takes about less than 2 weeks to complete.
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Interview Questions for Popular Designations
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Motilal Oswal Financial Services Relationship Manager Interview Process for Experienced
based on 6 interviews
2 Interview rounds
- Resume Shortlist Round
- HR Round
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Motilal Oswal Financial Services Relationship Manager Reviews and Ratings
based on 312 reviews
Rating in categories
|
Relationship Manager
970
salaries
|  ₹1.6 L/yr - ₹6.7 L/yr |
|
Assistant Manager
844
salaries
| ₹2 L/yr - ₹8.2 L/yr |
|
Senior Executive
648
salaries
| ₹2 L/yr - ₹8.2 L/yr |
|
Equity Advisor
488
salaries
| ₹1 L/yr - ₹6 L/yr |
|
Financial Advisor
386
salaries
| ₹1 L/yr - ₹5 L/yr |
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