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Motilal Oswal Relationship Manager Interview Questions and Answers

Updated 10 Jul 2024

Motilal Oswal Relationship Manager Interview Experiences

1 interview found

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

I applied via Indeed and was interviewed in Jan 2024. There was 1 interview round.

Round 1 - Technical 

(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

Interview questions from similar companies

I applied via Referral and was interviewed in Jul 2020. There were 3 interview rounds.

Interview Questionnaire 

4 Questions

  • Q1. What is your Designation
  • Q2. Sales ASSOCIATES
  • Q3. What do you want to leave the company
  • Q4. Travelling issues

Interview Preparation Tips

Interview preparation tips for other job seekers - Must Have marketing knowledge in sales

I applied via Approached by Company and was interviewed before Aug 2021. There were 3 interview rounds.

Round 1 - Aptitude Test 

General questions relating to mutual funds, simple maths and business module.

Round 2 - One-on-one 

(1 Question)

  • Q1. Make sure you are strong with communication and address your plans and strategy for business development. Accept all the tasks and responsibilities with yes sir, so that the manager gets a good feel.
Round 3 - HR 

(1 Question)

  • Q1. Always ask for hike against the proposed CTC . Hr always takes your side here because it's business development and he knows you will have to be paid well to generate business.

Interview Preparation Tips

Interview preparation tips for other job seekers - Speak with confidence, agree to tasks and responsibilities.

I applied via Naukri.com and was interviewed in Dec 2020. There was 1 interview round.

Interview Questionnaire 

3 Questions

  • Q1. Your past experience
  • Q2. What is role to and responsibility .
  • Q3. What is client protofolio.
  • Ans. 

    A client portfolio refers to a collection of clients and their associated accounts or investments managed by a relationship manager.

    • It includes information about the clients' financial goals, risk tolerance, and investment preferences.

    • The portfolio may consist of various types of accounts such as individual, joint, corporate, or trust accounts.

    • Relationship managers use the client portfolio to provide personalized finan...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - it good one.

I applied via Campus Placement and was interviewed before Feb 2021. There was 1 interview round.

Round 1 - One-on-one 

(1 Question)

  • Q1. Share market related questions

Interview Preparation Tips

Interview preparation tips for other job seekers - All the best if you are going for the interview

I applied via Campus Placement and was interviewed before Nov 2019. There were 4 interview rounds.

Interview Questionnaire 

4 Questions

  • Q1. Tell me About yourself. Very common general question
  • Q2. Why you want to join isec
  • Q3. How will your personality be beneficial for sales job
  • Q4. Are you flexible with targets and insurance
  • Ans. 

    Yes, I am flexible with targets and insurance.

    • I understand that targets and insurance policies can vary depending on the client's needs and preferences.

    • I am willing to work with clients to find the best solutions for their specific situation.

    • I am open to adjusting targets and policies as needed to ensure client satisfaction.

    • For example, if a client is hesitant about a certain insurance policy, I would be happy to explo...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Be polite and if you are okay with having targets and the immense level of pressure of sales
Then only apply, else avoid.

I applied via Campus Placement and was interviewed in Dec 2020. There were 4 interview rounds.

Interview Questionnaire 

1 Question

  • Q1. The process followed up with GD (case study discussion), technical and HR round (together). Technical questions were related to mutual funds, NAV, CAGR, and so on.

Interview Preparation Tips

Interview preparation tips for other job seekers - Be thorough with basic concepts. Be confident while answering & justify your answer by mentioning real examples.

I applied via Campus Placement and was interviewed before Jan 2021. There were 3 interview rounds.

Interview Questionnaire 

3 Questions

  • Q1. Tell me something about ur self..?What is equity,f&o, intraday?
  • Q2. Do u trade ? Any certification related to stock market..?
  • Ans. 

    Yes, I have experience in trading and hold a certification in stock market analysis.

    • I have been actively trading for the past 3 years and have gained valuable experience in analyzing market trends and making informed investment decisions.

    • I hold a certification in stock market analysis from XYZ institute, which has equipped me with the necessary skills to understand market dynamics and make profitable trades.

    • I have also...

  • Answered by AI
  • Q3. What ur understanding to profile, ur future goal , something about icici securities?

Interview Preparation Tips

Interview preparation tips for other job seekers - Please understand the requirement of profile before applying. Do ready regarding equity, intraday,f&o ,icici securities.

I applied via Naukri.com and was interviewed before Mar 2021. There were 3 interview rounds.

Round 1 - Group Discussion 

Indian economy

Round 2 - Technical 

(1 Question)

  • Q1. Explane about,MF . WHY SHOULD I INVEST
Round 3 - HR 

(1 Question)

  • Q1. Tell me about yourself.

Interview Preparation Tips

Interview preparation tips for other job seekers - If you a sells person you are wellcome

I applied via Indeed and was interviewed before Apr 2021. There were 3 interview rounds.

Round 1 - Resume Shortlist 
Pro Tip by AmbitionBox:
Keep your resume crisp and to the point. A recruiter looks at your resume for an average of 6 seconds, make sure to leave the best impression.
View all tips
Round 2 - One-on-one 

(2 Questions)

  • Q1. Self introduction, customer service
  • Q2. About insurance and financial products
Round 3 - HR 

(2 Questions)

  • Q1. About past Experience & personal information
  • Q2. Previous company reliveing letter, previous company reporting manager contact details

Interview Preparation Tips

Interview preparation tips for other job seekers - Pressurized job, have good backup, have potential customers base, multiple products and multiple targets on each product, after 2yrs only think about hike in salary, worst in customer service

Motilal Oswal Interview FAQs

How many rounds are there in Motilal Oswal Relationship Manager interview?
Motilal Oswal interview process usually has 1 rounds. The most common rounds in the Motilal Oswal interview process are Technical.
How to prepare for Motilal Oswal Relationship Manager interview?
Go through your CV in detail and study all the technologies mentioned in your CV. Prepare at least two technologies or languages in depth if you are appearing for a technical interview at Motilal Oswal. The most common topics and skills that interviewers at Motilal Oswal expect are Relationship Management, Sales, demat, Casa and Insurance Sales.
What are the top questions asked in Motilal Oswal Relationship Manager interview?

Some of the top questions asked at the Motilal Oswal Relationship Manager interview -

  1. Experience konsa hai aur Financial me kitne sal se ...read more
  2. DSA kitne hai aur kitne Active ...read more
  3. Business kaisa karo...read more

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Motilal Oswal Relationship Manager Interview Process

based on 2 interviews

Interview experience

5
  
Excellent
View more
Motilal Oswal Relationship Manager Salary
based on 75 salaries
₹1.7 L/yr - ₹4.5 L/yr
38% less than the average Relationship Manager Salary in India
View more details

Motilal Oswal Relationship Manager Reviews and Ratings

based on 17 reviews

4.6/5

Rating in categories

4.5

Skill development

4.3

Work-life balance

4.5

Salary

4.5

Job security

4.5

Company culture

4.1

Promotions

4.4

Work satisfaction

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