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Motilal Oswal Financial Services
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Motilal Oswal Financial Services Wealth Manager Interview Questions and Answers
Motilal Oswal Financial Services Wealth Manager Interview Experiences
2 interviews found
Anonymous
Selected
I applied via Naukri.com and was interviewed before Sep 2023. There was 1 interview round.
(2 Questions)
- Q1. How many clients you can shift from your current location?
- Ans.
The number of clients that can be shifted depends on various factors such as client loyalty, distance, and ease of transition.
Consider the loyalty of your clients - long-term clients may be less likely to shift
Evaluate the distance between your current location and potential new locations
Assess the ease of transition for clients - factors such as convenience and service quality may impact their decision
Offer incentives...
- Q2. What is your present AUM size
- Ans.
Our present AUM size is $500 million.
Our current AUM size is $500 million
We have successfully managed assets worth $500 million
Our AUM has reached $500 million
Interview Preparation Tips
I applied via Walk-in and was interviewed in Mar 2023. There were 3 interview rounds.
Artificial intelligence
(1 Question)
- Q1. Salary discussion
Interview Preparation Tips
Wealth Manager Jobs at Motilal Oswal Financial Services
Interview questions from similar companies
I applied via LinkedIn and was interviewed in Aug 2024. There were 2 interview rounds.
Case based gd on risk analysis
(2 Questions)
- Q1. Basics of finance and wealth
- Q2. Situational questions of financial ratio application
Interview Preparation Tips
CHETAN GUPTA
(4 Questions)
- Q1. Taxation related
- Q2. Life insurance question
- Q3. Health insurance question
- Q4. Past work and experience
Selected
I applied via Campus Placement
(1 Question)
- Q1. Preferred location Expertise in handling sales
- Ans.
I prefer to work in a location with a strong sales market and potential for growth.
Prefer location with high demand for sales professionals
Seek opportunities in areas with growing industries
Consider cities with established sales networks, such as New York or San Francisco
Abdul Sohail
Selected
I applied via Approached by Company and was interviewed in Mar 2023. There were 2 interview rounds.
(2 Questions)
- Q1. 1. Equity markets 2. Advisory
- Q2. Be confident and answer all the questions
Interview Preparation Tips
Selected
I applied via Company Website and was interviewed in May 2024. There were 2 interview rounds.
A very simple test to test our aptitude skills
(1 Question)
- Q1. Tell about the Indian ecoy
- Ans.
The Indian economy is one of the fastest growing economies in the world, driven by diverse sectors such as agriculture, manufacturing, services, and technology.
India is the 5th largest economy in the world by nominal GDP.
The economy is driven by sectors such as IT, pharmaceuticals, agriculture, and textiles.
India is known for its large consumer market and growing middle class.
The government has implemented various econ...
Interview Preparation Tips
Interview Questionnaire
2 Questions
- Q1. WHATS IS YOUR BOOK MAKE UP
- Q2. IT REQUIRES NOS OF CLIENT , AUM HANDLED BY YOU , EQUITY AND NON EQUITY AUM ETC
Simple topics
(2 Questions)
- Q1. Based on resume and
- Q2. What is insurance What is bonds Family background
- Ans.
Insurance is a contract between an individual and an insurance company, providing financial protection against potential losses.
Insurance is a risk management tool that helps individuals and businesses protect themselves against potential financial losses.
It involves paying a premium to an insurance company in exchange for coverage against specific risks.
Insurance policies can cover various aspects such as health, prop...
Interview Preparation Tips
I applied via Job Portal
(1 Question)
- Q1. What is wealth management?
- Ans.
Wealth management is a comprehensive financial advisory service that combines investment advice, financial planning, and other financial services to help individuals and families grow, protect, and manage their wealth.
Wealth management involves creating a personalized financial plan based on the client's goals, risk tolerance, and time horizon.
It includes investment management, where the wealth manager selects and mana...
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Motilal Oswal Financial Services Wealth Manager Interview Process
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Motilal Oswal Financial Services Wealth Manager Reviews and Ratings
based on 8 reviews
Rating in categories
|
Relationship Manager
941
salaries
|  ₹1.8 L/yr - ₹6.7 L/yr |
|
Assistant Manager
863
salaries
| ₹2 L/yr - ₹10.2 L/yr |
|
Senior Executive
670
salaries
| ₹2 L/yr - ₹7.5 L/yr |
|
Equity Advisor
542
salaries
| ₹1 L/yr - ₹6 L/yr |
|
Financial Advisor
370
salaries
| ₹1 L/yr - ₹5.5 L/yr |
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