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Motilal Oswal Financial Services
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Motilal Oswal Financial Services Relationship Manager Interview Questions, Process, and Tips
Top Motilal Oswal Financial Services Relationship Manager Interview Questions and Answers
- Q1. What is matual funds or sip ?
- Q2. What is Demat account ?
- Q3. What's term plan , health insurance, life cover
Motilal Oswal Financial Services Relationship Manager Interview Experiences
26 interviews found
Selected
I applied via Naukri.com and was interviewed in Aug 2022. There were 2 interview rounds.
(3 Questions)
- 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.
- Q2. What is matual funds or sip ?
- Ans.
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...
- 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.
(5 Questions)
- Q1. Why you are coming in sales ?
- 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...
- Q3. What is your plan for future in this field?
- Q4. What's term plan , health insurance, life cover
- 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...
Interview Preparation Tips
Skills evaluated in this interview
Sruthi Nizampuri
Selected
I was interviewed in Dec 2024.
(2 Questions)
- Q1. About self introduction
- Q2. About family details
(2 Questions)
- Q1. About resume and family background
- Q2. About company products
(2 Questions)
- Q1. About job role and work
- Q2. About company culture
Selected
I was interviewed in Jan 2025.
Good experience , not that much tough
(2 Questions)
- Q1. About stock Market
- Q2. What is equity
- Ans.
Equity is the value of an asset after deducting any liabilities associated with that asset.
Equity represents ownership in an asset or company.
It is calculated by subtracting liabilities from the total value of the asset.
In finance, equity can refer to stocks or ownership in a company.
Home equity is the value of a homeowner's interest in their home after deducting any mortgages or other liabilities.
Equity can also refer
Interview Preparation Tips
Selected
(2 Questions)
- Q1. Can you introduce yourself?
- Q2. Work profile???
Motilal Oswal Financial Services interview questions for designations
Anusha pasupuleti
Selected
I was interviewed in Sep 2024.
(2 Questions)
- Q1. Existing portfolio
- Q2. Salary structure
Interview Preparation Tips
Get interview-ready with Top Motilal Oswal Financial Services Interview Questions
I was interviewed in Nov 2023.
(3 Questions)
- Q1. Tell me about yourself
- Q2. What was your role in previous organisation
- Q3. What are your salary expectation
(4 Questions)
- 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...
- Q2. What is NAV in SIP
- Ans.
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...
- Q3. What are your salary expectation
- 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
(2 Questions)
- Q1. Tell me about yourself
- Q2. Salary expectation
Relationship Manager Jobs at Motilal Oswal Financial Services
Relationship Manager Interview Questions & Answers
PATADIYA AKSHAY RANJIT BHAI
posted on 29 Jun 2024
Selected
I applied via Naukri.com and was interviewed in May 2024. There were 2 interview rounds.
(2 Questions)
- Q1. Rolls and responsibilities of relationship manager
- Q2. Work of relationship manager
(2 Questions)
- 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...
- 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 ...
Interview Preparation Tips
prashant sharma
Selected
I applied via Company Website and was interviewed in Dec 2023. There were 2 interview rounds.
(2 Questions)
- Q1. How do you complete your kra
- Q2. Cross selling product
(2 Questions)
- Q1. Salary expectation
- Q2. Previous package
Interview Preparation Tips
(1 Question)
- 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
I was interviewed in May 2024.
(1 Question)
- 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
Interview Preparation Tips
I applied via Referral and was interviewed in Apr 2024. There were 2 interview rounds.
Choice the correct sentences
(2 Questions)
- Q1. About job experience
- Q2. Way lift last company
Interview Preparation Tips
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Motilal Oswal Financial Services Interview FAQs
The duration of Motilal Oswal Financial Services Relationship Manager interview process can vary, but typically it takes about less than 2 weeks to complete.
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Motilal Oswal Financial Services Interviews By Designations
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Motilal Oswal Financial Services Relationship Manager Interview Process
based on 40 interviews
2 Interview rounds
- HR Round - 1
- HR Round - 2
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Motilal Oswal Financial Services Relationship Manager Reviews and Ratings
based on 286 reviews
Rating in categories
|
Assistant Manager
864
salaries
|  ₹2 L/yr - ₹10.4 L/yr |
|
Relationship Manager
817
salaries
| ₹1.1 L/yr - ₹5.7 L/yr |
|
Senior Executive
641
salaries
| ₹2 L/yr - ₹7.5 L/yr |
|
Equity Advisor
552
salaries
| ₹1 L/yr - ₹6 L/yr |
|
Financial Advisor
374
salaries
| ₹1 L/yr - ₹5.5 L/yr |
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