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Motilal Oswal Financial Services Service Advisor Interview Questions and Answers

Updated 22 May 2024

Motilal Oswal Financial Services Service Advisor Interview Experiences

1 interview found

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

I applied via Referral and was interviewed in Nov 2023. There were 2 interview rounds.

Round 1 - Aptitude Test 

Duration 30 minitis, topic- investment products

Round 2 - One-on-one 

(5 Questions)

  • Q1. Invest details and future and options
  • Q2. What is future and option
  • Ans. 

    Future and option are financial instruments that derive their value from an underlying asset.

    • Future contracts obligate the buyer to purchase an asset at a specific price on a future date.

    • Option contracts give the buyer the right, but not the obligation, to buy or sell an asset at a predetermined price within a specified time period.

    • Both futures and options are commonly used for hedging, speculation, and arbitrage in fi

  • Answered by AI
  • Q3. What is systematic investment plan
  • Ans. 

    Systematic Investment Plan (SIP) is a method of investing a fixed amount regularly in mutual funds to benefit from rupee cost averaging.

    • SIP involves investing a fixed amount at regular intervals, usually monthly

    • Investors benefit from rupee cost averaging, buying more units when prices are low and fewer units when prices are high

    • SIP helps in disciplined investing and reduces the impact of market volatility

    • Popular way fo

  • Answered by AI
  • Q4. What is mutal 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.

    • Mutual funds are managed by professional fund managers who make investment dec...

  • Answered by AI
  • Q5. Details about portfoliyo investment plan

Interview Preparation Tips

Interview preparation tips for other job seekers - should know innvestment products

Interview questions from similar companies

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

I applied via Naukri.com and was interviewed in Jul 2024. There was 1 interview round.

Round 1 - One-on-one 

(2 Questions)

  • Q1. Tell me more about yourself
  • Ans. 

    I am a dedicated and experienced equity advisor with a strong track record of helping clients achieve their financial goals.

    • Over 10 years of experience in the financial industry

    • Specialize in equity investments and portfolio management

    • Proven ability to analyze market trends and make strategic investment decisions

    • Excellent communication and interpersonal skills

    • Strong focus on client satisfaction and long-term relationshi

  • Answered by AI
  • Q2. What is your trading experience?
  • Ans. 

    I have over 5 years of trading experience in various markets including stocks, options, and forex.

    • Started trading stocks in college and gained experience through trial and error

    • Took courses on options trading to expand knowledge and improve strategies

    • Participated in forex trading competitions to test skills under pressure

  • Answered by AI
Interview experience
1
Bad
Difficulty level
Easy
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Job Portal and was interviewed in Sep 2024. There was 1 interview round.

Round 1 - HR 

(2 Questions)

  • Q1. Tell me About your self?
  • Ans. 

    I am a dedicated and experienced equity advisor with a strong track record of helping clients achieve their financial goals.

    • Over 10 years of experience in the financial industry

    • Specialize in equity research and analysis

    • Proven ability to provide sound investment advice

    • Strong communication and interpersonal skills

    • Track record of successful client relationships

  • Answered by AI
  • Q2. What is an equity market?
  • Ans. 

    An equity market is a platform where shares of publicly traded companies are bought and sold.

    • Equity markets provide a way for companies to raise capital by selling shares to investors.

    • Investors can buy and sell shares of companies on the stock exchange.

    • Prices of shares in the equity market are determined by supply and demand.

    • Examples of equity markets include the New York Stock Exchange (NYSE) and NASDAQ.

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - A misleading Role was called for an equity advisor role but after interview I was told it was demat account opening role
Interview experience
4
Good
Difficulty level
Easy
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Naukri.com and was interviewed before Feb 2023. There was 1 interview round.

Round 1 - One-on-one 

(1 Question)

  • Q1. 1) Tell me about yourself ? 2) In your previous company how is your business & what are the challenges you faced ? 3) Will you be able open new demat accounts & can generate revenue for the company ? 4) wh...

Interview Preparation Tips

Interview preparation tips for other job seekers - Be confident & explain your experience , share knowledge so that the recruiter will understand your worth
Interview experience
4
Good
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Campus Placement and was interviewed before Dec 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 tips
Round 2 - Group Discussion 

GD topic was Work from home vs work from Office

Round 3 - HR 

(2 Questions)

  • Q1. Tell me something about your self.
  • Ans. What is the reason behind doing MBA
  • Answered Anonymously
  • Q2. General questions about stock market

Interview Preparation Tips

Interview preparation tips for other job seekers - Have to be passionate about Stock market.

I applied via Referral and was interviewed before Jul 2020. There was 1 interview round.

Interview Questionnaire 

1 Question

  • Q1. About experience and skillset

Interview Preparation Tips

Interview preparation tips for other job seekers - be transparent and ready to take responsibilities, Good learning environment.

I applied via Recruitment Consultant and was interviewed before May 2020. There was 1 interview round.

Interview Questionnaire 

2 Questions

  • Q1. Question which were asked is about myself my stock market intrest and knowledge.
  • Q2. About how stock pattern.

Interview Preparation Tips

Interview preparation tips for other job seekers - My advice for interview is just to be cool and simple to represent yourself with knowledge of subject which you have.
Interview experience
4
Good
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
-

I applied via Walk-in and was interviewed in Mar 2024. There were 2 interview rounds.

Round 1 - Interview 

(3 Questions)

  • Q1. What does the company do?
  • Q2. What is shares/SIP/Mutual fund?
  • Ans. 

    Shares/SIP/Mutual fund are different investment options in the financial market.

    • Shares represent ownership in a company and can be bought and sold on stock exchanges.

    • SIP (Systematic Investment Plan) is a method of investing a fixed amount regularly in mutual funds.

    • Mutual funds pool money from multiple investors to invest in a diversified portfolio of securities.

    • Shares offer potential for high returns but come with high...

  • Answered by AI
  • Q3. What is derivatives.
  • Ans. 

    Derivatives are financial instruments whose value is derived from an underlying asset or group of assets.

    • Derivatives can be used for hedging, speculation, or arbitrage.

    • Common types of derivatives include options, futures, forwards, and swaps.

    • Derivatives allow investors to take on leverage and potentially amplify returns.

    • They are traded on exchanges or over-the-counter (OTC) markets.

    • Example: A call option on a stock giv...

  • Answered by AI
Round 2 - Aptitude Test 

How fast can you calculate, game, AI interview (just have to record yourself while anwering some question)

Interview Preparation Tips

Interview preparation tips for other job seekers - Check the basic questions like mentioned above and understand well about what the company does.
Interview experience
1
Bad
Difficulty level
Moderate
Process Duration
-
Result
No response

I applied via Company Website

Round 1 - HR 

(5 Questions)

  • Q1. Tell me about yourself
  • Q2. What's the difference between stock market and share market?
  • Ans. 

    Stock market and share market are terms used interchangeably to refer to the same financial market where securities like stocks are bought and sold.

    • Both terms refer to the same financial market where securities like stocks are bought and sold

    • Stock market is a broader term that encompasses all types of securities, while share market specifically refers to the market for shares of companies

    • In some countries, the term 'st...

  • Answered by AI
  • Q3. What segments you usually trade in?
  • Ans. 

    I primarily trade in the technology, healthcare, and consumer goods segments.

    • Technology sector - stocks like Apple, Microsoft, and Amazon

    • Healthcare sector - companies like Johnson & Johnson, Pfizer, and Merck

    • Consumer goods sector - companies like Procter & Gamble, Coca-Cola, and Walmart

  • Answered by AI
  • Q4. How many brokers account you hold currently?
  • Ans. 

    I currently hold accounts with 3 brokers.

    • I have accounts with 3 different brokers.

    • Each broker offers different investment options and services.

    • Having multiple accounts allows me to diversify my investments.

    • Examples: Charles Schwab, Fidelity, TD Ameritrade

  • Answered by AI
  • Q5. Would you be able to make sacrifice of quitting trading and investing, if you've been selected for this role?

Interview Preparation Tips

Interview preparation tips for other job seekers - This was the worst interview experience so far in my career. It was completely unethical behaviour on the part of the HR. I was scheduled for 2nd round after my screening. A few moments later I've been informed by the receptionist that I have to leave, and I haven't heard from them since.

I applied via Referral and was interviewed before Jul 2020. There was 1 interview round.

Interview Questionnaire 

1 Question

  • Q1. About experience in market and reason for change

Interview Preparation Tips

Interview preparation tips for other job seekers - be transparent and genuine with all the information.

Motilal Oswal Financial Services Interview FAQs

How many rounds are there in Motilal Oswal Financial Services Service Advisor interview?
Motilal Oswal Financial Services interview process usually has 2 rounds. The most common rounds in the Motilal Oswal Financial Services interview process are Aptitude Test and One-on-one Round.
What are the top questions asked in Motilal Oswal Financial Services Service Advisor interview?

Some of the top questions asked at the Motilal Oswal Financial Services Service Advisor interview -

  1. what is systematic investment p...read more
  2. what is future and opt...read more
  3. what is mutal f...read more

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Motilal Oswal Financial Services Service Advisor Salary
based on 7 salaries
₹2 L/yr - ₹4.5 L/yr
30% more than the average Service Advisor Salary in India
View more details

Motilal Oswal Financial Services Service Advisor Reviews and Ratings

based on 6 reviews

3.8/5

Rating in categories

4.5

Skill development

3.8

Work-life balance

3.8

Salary

3.3

Job security

4.0

Company culture

3.8

Promotions

3.1

Work satisfaction

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