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

Q1. Existing portfolio
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Q2. Salary structure
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Q1. Tell me about yourself
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Q2. What was your role in previous organisation
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Q3. What are your salary expectation
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Q1. Tell me about life insurance
Ans. 
Life insurance is a financial product that provides a lump sum payment to beneficiaries upon the insured's death.
• Life insurance provides financial protection for loved ones in the event of the insured's death.

• There are different types of life insurance policies, such as term life, whole life, and universal life.

• Premiums for life insurance are based on factors like age, health, and coverage amount.

• Life insurance can als...read more
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Q2. What is NAV in SIP
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NAV in SIP stands for Net Asset Value in Systematic Investment Plan, representing the value of each unit of a mutual fund scheme.
• NAV is the price at which investors buy or sell units of a mutual fund.

• It is calculated by dividing the total value of assets in the fund by the total number of units outstanding.

• NAV fluctuates daily based on the performance of the underlying securities in the fund.

• Investors can use NAV to tr...read more
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Q3. What are your salary expectation
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Q4. How will sale products for customers
Ans. 
I will identify customer needs, recommend suitable products, and provide personalized solutions to meet their financial goals.
• Understand customer needs and financial goals

• Recommend products that align with customer needs

• Provide personalized solutions tailored to each customer

• Build trust and rapport with customers to increase sales

• Follow up with customers to ensure satisfaction and address any concerns
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Q1. Tell me about yourself
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Q2. Salary expectation
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Q1. Rolls and responsibilities of relationship manager
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Q2. Work of relationship manager
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Q1. How to convene to customer for sales
Ans. 
Convince customers by understanding their needs, building rapport, and offering tailored solutions.
• Listen actively to understand customer needs and preferences

• Build rapport by showing genuine interest and empathy

• Highlight the benefits of your product or service that align with customer needs

• Offer personalized solutions based on customer's specific requirements

• Provide excellent customer service to build trust and loyalt...read more
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Q2. How to convene agree customer to ready for sell
Ans. 
Build trust, understand needs, provide solutions, address concerns, negotiate terms.
• Establish trust by listening actively and showing empathy.

• Understand customer needs and preferences through open-ended questions.

• Provide tailored solutions that meet their specific requirements.

• Address any concerns or objections they may have with honesty and transparency.

• Negotiate terms that are mutually beneficial and ensure customer ...read more
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Q1. How do you complete your kra
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Q2. Cross selling product
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Q1. Salary expectation
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Q2. Previous package
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Q1. Tell me about you self
Ans. 
I am a dedicated and experienced Relationship Manager with a passion for building strong client relationships.
• I have over 5 years of experience in relationship management

• I excel at communication and problem-solving skills

• I have a proven track record of exceeding sales targets

• I am skilled in building and maintaining client relationships

• I am passionate about helping clients achieve their financial goals
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Q1. Can u bring us sales?? From where do you bring sales for us??
Ans. 
Yes, I can bring sales by leveraging my network, cold calling, attending networking events, and utilizing social media platforms.
• Utilize my existing network to generate leads and referrals

• Engage in cold calling to reach out to potential clients

• Attend networking events to connect with prospects and build relationships

• Utilize social media platforms to promote our services and attract new clients
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Q1. About job experience
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Q2. Way lift last company
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