Motilal Oswal Financial Services Interview Questions, Process, and Tips

Q1. About Market knowledge and Client base
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Q1. Final discussion on Salary package and joining
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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.
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Q1. Say something about stock market
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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
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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...read more
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Q1. How much experience
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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.
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Q2. What is matual funds or sip ?
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Mutual funds are investment vehicles that pool money from multiple investors to invest in stocks, bonds, or other assets. SIP is a method of investing in mutual funds regularly.
• Mutual funds are managed by professional fund managers

• Investors can buy and sell mutual fund units at NAV

• SIP allows investors to invest a fixed amount at regular intervals

• SIP helps in rupee cost averaging and disciplined investing

• Examples of mut...read more
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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.
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Q1. Why you are coming in sales ?
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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...read more
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Q3. What is your plan for future in this field?
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Q4. What's term plan , health insurance, life cover
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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...read more
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Good work place mofl family

The transfer of an individual's rights or property to another person or business. This concept exists in a variety of business transactions and is often spelled out contractually.

An exam that assesses a person's ability to succeed in a specific activity or field. Aptitude tests

Q1. Work experienceSkills assessment. ... First interview. ...
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Q2. Relieving letter
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Q1. Family verification
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Q2. The candidate's experience in the selection process can affect whether they apply for another job at your company.
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Case studies like hindunburg report

Share market events , yearly event's