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Motilal Oswal Financial Services Relationship Manager Interview Questions, Process, and Tips

Updated 25 Feb 2025

Top Motilal Oswal Financial Services Relationship Manager Interview Questions and Answers

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Motilal Oswal Financial Services Relationship Manager Interview Experiences

26 interviews found

Relationship Manager Interview Questions & Answers

user image keshapagu rams40

posted on 28 Mar 2024

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

I applied via Naukri.com and was interviewed in Feb 2024. There were 2 interview rounds.

Round 1 - Aptitude Test 

Missing letters and series questions

Round 2 - HR 

(2 Questions)

  • Q1. Self introduction
  • Q2. Previous company

Interview Preparation Tips

Interview preparation tips for other job seekers - Nothing else
Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
-
Round 1 - HR 

(2 Questions)

  • Q1. What is demat account
  • Ans. 

    A demat account is an account that holds shares and securities in electronic form instead of physical certificates.

    • Demat stands for dematerialized account

    • It is used for trading and investing in the stock market

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

    • Facilitates easy and quick transfer of securities

    • Requires a unique Demat account number (DP ID and Client ID)

  • Answered by AI
  • Q2. What is mutual fund and sip
  • Ans. 

    Mutual fund is a pool of funds collected from multiple investors to invest in securities, while SIP is a systematic investment plan where investors regularly invest a fixed amount.

    • Mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities.

    • SIP is a method of investing a fixed sum regularly in a mutual fund scheme.

    • Mutual funds offer diversification, professional ma...

  • Answered by AI
Round 2 - HR 

(2 Questions)

  • Q1. What is Share Market
  • Ans. 

    Share market is a platform where buying and selling of company stocks and securities takes place.

    • Share market allows companies to raise capital by issuing shares to investors

    • Investors can buy and sell shares to make a profit

    • Prices of shares fluctuate based on market demand and supply

    • Share market can be volatile and risky, requiring careful research and analysis

    • Examples: New York Stock Exchange (NYSE), NASDAQ, Bombay St

  • Answered by AI
  • Q2. Define mutual fund policy
  • Ans. 

    Mutual fund policy outlines the investment objectives, strategies, and guidelines for managing a mutual fund.

    • Mutual fund policy includes the fund's investment objectives, risk tolerance, asset allocation, and investment restrictions.

    • It also outlines the fund manager's responsibilities, fees and expenses, and redemption policies.

    • Examples of mutual fund policies include growth funds focusing on capital appreciation, inco...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Go to basic

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

I applied via LinkedIn and was interviewed in Dec 2023. There were 2 interview rounds.

Round 1 - Aptitude Test 

Clear easy questions firstly then try the tough one

Round 2 - Group Discussion 

Question asked about mutual fund or market outlook

Interview Preparation Tips

Topics to prepare for Motilal Oswal Financial Services Relationship Manager interview:
  • Mutual fund fundamentals
Interview preparation tips for other job seekers - Please look about current market scenario.
Interview experience
5
Excellent
Difficulty level
Easy
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Campus Placement and was interviewed in Apr 2023. There were 3 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. Tell Me Something About Yourself. What Do You Know About Motilal Oswal?
Round 3 - One-on-one 

(1 Question)

  • Q1. How Do You Find Out Clients For The Company? Why Do You Want To Work In Ahmedabad?

Motilal Oswal Financial Services interview questions for designations

 Senior Relationship Manager

 (3)

 Executive Relationship Manager

 (2)

 NRI Relationship Manager

 (1)

 Credit Relationship Manager

 (1)

 Customer Relationship Manager

 (2)

 Pcg Relationship Manager

 (2)

 Senior Wealth Manager

 (2)

 Senior Branch Manager

 (1)

Interview experience
4
Good
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
No response

I applied via Campus Placement and was interviewed before Jan 2024. There were 6 interview rounds.

Round 1 - HR 

(3 Questions)

  • Q1. Resune checked Tell me about your self
  • Q2. What are your strenghth
  • Ans. 

    My strengths include strong communication skills, ability to build relationships, and problem-solving abilities.

    • Strong communication skills - able to effectively communicate with clients and colleagues

    • Ability to build relationships - skilled at developing and maintaining strong relationships with clients

    • Problem-solving abilities - adept at finding solutions to complex issues

  • Answered by AI
  • Q3. Why should we hire you
Round 2 - Case Study 

Knowledge of share market.

Round 3 - Assignment 

Like exams of derivates

Round 4 - Technical 

(3 Questions)

  • Q1. How to identify stock for investment
  • Ans. 

    Identifying stocks for investment involves research, analysis, and understanding market trends.

    • Research the company's financial health, management team, and industry trends

    • Analyze the company's growth potential, competitive advantage, and valuation

    • Understand market trends, economic indicators, and geopolitical factors

    • Diversify your portfolio to reduce risk

    • Examples: Apple Inc. for growth potential, Coca-Cola for stabili

  • Answered by AI
  • Q2. Is option trading profitable
  • Ans. 

    Option trading can be profitable but also involves high risk and requires expertise.

    • Option trading can provide high returns due to leverage.

    • However, it also involves high risk and potential for significant losses.

    • Successful option trading requires in-depth knowledge of the market and strategies.

    • It is important to have a well-defined risk management plan in place.

    • Examples of profitable option trading strategies include

  • Answered by AI
  • Q3. How would benefit from your analysis
  • Ans. 

    My analysis would benefit by providing valuable insights and recommendations to improve client relationships and drive business growth.

    • Identifying key client needs and preferences to tailor solutions

    • Analyzing data to forecast trends and anticipate client needs

    • Developing personalized strategies to enhance client satisfaction and retention

    • Providing actionable recommendations to strengthen client relationships and drive r

  • Answered by AI
Round 5 - Group Discussion 

Verbal skill and problem solving ability

Round 6 - Coding Test 

Find the missing integer

Interview Preparation Tips

Topics to prepare for Motilal Oswal Financial Services Relationship Manager interview:
  • Technical
Interview preparation tips for other job seekers - Technical analysis question

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

Interview experience
4
Good
Difficulty level
-
Process Duration
-
Result
Not Selected
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. 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 ...

  • Answered by AI
  • 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...

  • Answered by AI
  • 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.

  • Answered by AI
  • Q5. What is your expected salary

Interview Preparation Tips

Interview preparation tips for other job seekers - Study about Indian share market and mutual fund. And we'll prepare for all round and give answer confidential

Relationship Manager Jobs at Motilal Oswal Financial Services

View all

Relationship Manager Interview Questions & Answers

user image Subhadip Nandi

posted on 27 Dec 2024

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

I applied via Naukri.com and was interviewed before Dec 2023. There were 2 interview rounds.

Round 1 - HR 

(1 Question)

  • Q1. Why i needed the job?
  • Ans. 

    I am passionate about building strong relationships and helping clients achieve their financial goals.

    • I have a strong background in finance and customer service.

    • I enjoy connecting with people and understanding their needs.

    • I am motivated by the opportunity to make a positive impact on clients' lives.

    • I thrive in a fast-paced, dynamic work environment.

    • I believe my skills and experience make me a great fit for this role.

  • Answered by AI
Round 2 - One-on-one 

(2 Questions)

  • Q1. Say something about stock market
  • Ans. 

    The 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 make money through capital gains and dividends

    • Stock prices are influenced by various factors such as company performance, economic conditions, and market sentiment

  • Answered by AI
  • Q2. How do you sell demat account?
  • Ans. 

    I sell demat accounts by highlighting the benefits of secure and convenient online trading.

    • Educate customers on the advantages of demat accounts such as easy access to securities, reduced paperwork, and faster transactions.

    • Offer personalized assistance in opening and managing demat accounts to build trust and rapport with clients.

    • Provide demonstrations or case studies to showcase how demat accounts can streamline the i...

  • Answered by AI
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 2 interview rounds.

Round 1 - HR 

(3 Questions)

  • Q1. What is Demat account ?
  • Ans. 

    A Demat account is an electronic account that holds shares and securities in a digital format.

    • Demat stands for dematerialization.

    • It eliminates the need for physical share certificates.

    • It allows for easy and secure trading of shares and securities.

    • It is mandatory for trading in the Indian stock market.

    • Examples of securities that can be held in a Demat account include stocks, bonds, and mutual funds.

  • Answered by AI
  • 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.

  • Answered by AI
Round 2 - One-on-one 

(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...

  • Answered by AI
  • Q3. What is your plan for future in this field?
  • 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...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - You must have knowledge of stock market and matual funds.

Skills evaluated in this interview

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

I applied via Approached by Company and was interviewed in Oct 2022. There were 3 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 - HR 

(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
Round 3 - Final with National sales head 

(1 Question)

  • Q1. Asked only about product
Interview experience
5
Excellent
Difficulty level
Hard
Process Duration
2-4 weeks
Result
Selected Selected

I applied via Walk-in and was interviewed before Sep 2023. There was 1 interview round.

Round 1 - HR 

(2 Questions)

  • Q1. Fresher or experience
  • Q2. They wil ask some questions about your previous company of your experience if your. Fresher they will ask basic knowledge they wil check some basic skills

Interview Preparation Tips

Interview preparation tips for other job seekers - Its very good job for growth useful better opportunity they will give you
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Motilal Oswal Financial Services Interview FAQs

How many rounds are there in Motilal Oswal Financial Services Relationship Manager interview?
Motilal Oswal Financial Services interview process usually has 2-3 rounds. The most common rounds in the Motilal Oswal Financial Services interview process are HR, One-on-one Round and Resume Shortlist.
How to prepare for Motilal Oswal Financial Services Relationship Manager 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 Sales, Relationship Management, demat, Mutual Funds and Equity.
What are the top questions asked in Motilal Oswal Financial Services Relationship Manager interview?

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

  1. What is matual funds or si...read more
  2. What is Demat accoun...read more
  3. What's term plan , health insurance, life co...read more
How long is the Motilal Oswal Financial Services Relationship Manager interview process?

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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Motilal Oswal Financial Services Relationship Manager Interview Process

based on 40 interviews

2 Interview rounds

  • HR Round - 1
  • HR Round - 2
View more
Motilal Oswal Financial Services Relationship Manager Salary
based on 824 salaries
₹1.2 L/yr - ₹5.7 L/yr
26% less than the average Relationship Manager Salary in India
View more details

Motilal Oswal Financial Services Relationship Manager Reviews and Ratings

based on 288 reviews

3.5/5

Rating in categories

3.5

Skill development

3.3

Work-life balance

3.5

Salary

3.2

Job security

3.4

Company culture

3.3

Promotions

3.2

Work satisfaction

Explore 288 Reviews and Ratings
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₹ 3.25-5.5 LPA

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