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Motilal Oswal Financial Services Wealth Advisor Interview Questions and Answers

Updated 27 Dec 2024

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Wealth Advisor Interview Questions

user image Anonymous

posted on 27 Dec 2024

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

I applied via Referral and was interviewed in Nov 2024.

1 Interview Round

1

One-on-one Round (2 Questions)

  • Q1. What is your knowledge about the stock market?
  • Q2. Do you have any prior experience in sales?

Interview questions from similar companies

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

I applied via campus placement at Kumaraguru College of Technology, Coimbatore and was interviewed in Nov 2024.

2 Interview Rounds

1

Group Discussion Round

The group discussion was conducted on the basic topic of "Education System in India." After announcing the topic, the HR provided three minutes for preparation, during which participants were allowed to take notes. Subsequently, each person spoke about the topic for 30 seconds. Following the individual presentations, a three-minute discussion took place among the members.

2

One-on-one Round (4 Questions)

  • Q1. What is meant by securities?
  • Q2. What is meant by the repo rate and reverse repo rate?
  • Q3. What is the difference between stocks and mutual funds?
  • Q4. Can you provide an introduction about yourself and share details about your family background?

Interview Preparation Tips

Topics to prepare for ICICI Securities Relationship Manager interview:
  • NISM VA
  • NISM VII
  • NISM VIII
Interview preparation tips for other job seekers - The recruitment process was straightforward, and the HR team was very friendly throughout the process; it is essential to have basic knowledge in finance.
Interview experience
5
 Excellent
Difficulty level
 Hard
Duration
 Less than 2 weeks
Result
 Not Selected

I applied via LinkedIn and was interviewed in Aug 2024.

2 Interview Rounds

1

Group Discussion Round

Case based gd on risk analysis

2

Technical Round (2 Questions)

  • Q1. Basics of finance and wealth
  • Q2. Situational questions of financial ratio application

Interview Preparation Tips

Interview preparation tips for other job seekers - be proficient in finance

Wealth Manager Interview Questions

Bajaj Capital user image CHETAN GUPTA

posted on 22 Aug 2024

Interview experience
5
 Excellent
Difficulty level
 -
Duration
 -
Result
 -

1 Interview Round

1

Technical Round (4 Questions)

  • Q1. Taxation related
  • Q2. Life insurance question
  • Q3. Health insurance question
  • Q4. Past work and experience
Interview experience
5
 Excellent
Difficulty level
 Moderate
Duration
 Less than 2 weeks
Result
Selected  Selected

I applied via Recruitment Consulltant and was interviewed in Aug 2024.

1 Interview Round

1

One-on-one Round (2 Questions)

  • Q1. Team Handing Business Development
  • Q2. Business Development
Interview experience
5
 Excellent
Difficulty level
 Moderate
Duration
 Less than 2 weeks
Result
Selected  Selected

I applied via Indeed and was interviewed in Jan 2024.

1 Interview Round

1

Technical Round (4 Questions)

  • Q1. DSA kitne hai aur kitne Active hai
  • Q2. Business kaisa karonge
  • Q3. Tell me about ur self
  • Q4. Experience konsa hai aur Financial me kitne sal se ho

Interview Preparation Tips

Interview preparation tips for other job seekers - Keep Business

Branch Manager Interview Questions

Bajaj Finserv user image Rajnish Kumar Yadav

posted on 26 Oct 2024

Interview experience
4
 Good
Difficulty level
 -
Duration
 -
Result
 -

1 Interview Round

1

HR Round (2 Questions)

  • Q1. How many work experience ,
  • Q2. Privious organisations portfolio

Interview Preparation Tips

Interview preparation tips for other job seekers - All is well
Interview experience
4
 Good
Difficulty level
 -
Duration
 -
Result
 -

2 Interview Rounds

1

HR Round (2 Questions)

  • Q1. Family Background
  • Q2. Future Vision Mission
2

Technical Round (2 Questions)

  • Q1. Equity Derivative
  • Q2. Mutual Funds Performance

Interview Preparation Tips

Interview preparation tips for other job seekers - Good company to work.
Interview experience
5
 Excellent
Difficulty level
 Easy
Duration
 Less than 2 weeks
Result
 No response

I applied via Wellsfargo.com and was interviewed in Mar 2024.

1 Interview Round

1

HR Round (1 Question)

  • Q1. Tell me about experiences you’re faced with customers
Interview experience
4
 Good
Difficulty level
 -
Duration
 -
Result
 -

1 Interview Round

1

One-on-one Round (1 Question)

  • Q1. About introduction, performance and vision

Motilal Oswal Financial Services Interview FAQs

How many rounds are there in Motilal Oswal Financial Services Wealth Advisor interview?
Motilal Oswal Financial Services interview process usually has 1 rounds. The most common rounds in the Motilal Oswal Financial Services interview process are One-on-one Round.

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based on 1 Motilal Oswal Financial Services interview
Referral
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Low Confidence means the data is based on a small number of responses received from the candidates.

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Motilal Oswal Financial Services Wealth Advisor Salary
based on 4 salaries
₹2 L/yr - ₹5.8 L/yr
21% less than the average Wealth Advisor Salary in India
View more details

Motilal Oswal Financial Services Wealth Advisor Reviews and Ratings

based on 2 reviews

5.0/5

Rating in categories

4.3

Skill development

4.3

Work-Life balance

3.5

Salary & Benefits

3.5

Job Security

4.3

Company culture

3.3

Promotions/Appraisal

4.0

Work Satisfaction

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