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Edelweiss Life Insurance Relationship Manager Interview Questions and Answers

Updated 16 Jan 2025

Edelweiss Life Insurance Relationship Manager Interview Experiences

3 interviews found

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

I applied via Company Website and was interviewed in Nov 2023. There were 2 interview rounds.

Round 1 - Resume Shortlist 
Pro Tip by AmbitionBox:
Properly align and format text in your resume. A recruiter will have to spend more time reading poorly aligned text, leading to high chances of rejection.
View all tips
Round 2 - One-on-one 

(5 Questions)

  • Q1. Pervious job questions
  • Q2. About my self previous job experiences
  • Q3. Explain about new job
  • Q4. Discussion salary profile
  • Q5. Explain about second round
  • Ans. 

    The second round of the interview is a more in-depth assessment of the candidate's skills and experience.

    • The second round may involve a panel interview with multiple interviewers.

    • Candidates may be asked to provide specific examples of their past experience in relationship management.

    • The interviewers may also assess the candidate's problem-solving and communication skills.

    • The second round may include role-playing exerci...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - No advice for anything all are good
Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Referral and was interviewed before Jan 2024. There were 4 interview rounds.

Round 1 - One-on-one 

(4 Questions)

  • Q1. Last organisation
  • Ans. 

    I was previously employed at XYZ Company as a Relationship Manager.

    • Managed a portfolio of high net-worth clients

    • Developed and maintained strong relationships with clients

    • Provided financial advice and solutions to clients

    • Collaborated with internal teams to meet client needs

  • Answered by AI
  • Q2. Hobby
  • Q3. Expected CTC , Location, Why you leave your last organisations , supervisor name
  • Q4. How to work , Company rules
  • Ans. 

    Understanding and following company rules is essential for success in the role of Relationship Manager.

    • Familiarize yourself with the company handbook and policies

    • Attend any training sessions or workshops on company rules and regulations

    • Seek clarification from supervisors or HR if unsure about any rules

    • Lead by example in following company rules to set a positive tone for your team

    • Regularly review and update your knowled

  • Answered by AI
Round 2 - HR 

(2 Questions)

  • Q1. What is your last organisations
  • Ans. 

    I was previously employed at XYZ Corporation as a Relationship Manager.

    • Managed a portfolio of high net-worth clients

    • Developed and maintained relationships with clients to ensure satisfaction

    • Provided financial advice and solutions to meet clients' needs

  • Answered by AI
  • Q2. Where you living
  • Ans. 

    I am currently living in a cozy apartment in downtown Chicago.

    • Living in downtown Chicago

    • Cozy apartment

    • Close to amenities and public transportation

  • Answered by AI
Round 3 - Aptitude Test 

Just ask .
Don't join this company

Round 4 - Aptitude Test 

Just ask
Don't join in this company

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I applied via Naukri.com and was interviewed in May 2022. There were 2 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 - HR 

(1 Question)

  • Q1. Work experience, about your self

Interview Preparation Tips

Interview preparation tips for other job seekers - Good also good response 👍 follow up

Relationship Manager Jobs at Edelweiss Life Insurance

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Interview questions from similar companies

Interview Questionnaire 

5 Questions

  • Q1. What is mwpa
  • Ans. 

    MWPA stands for Married Women's Property Act.

    • MWPA is a legal act that grants certain property rights to married women.

    • It was enacted to protect the property rights of married women.

    • Under MWPA, a married woman can hold, control, and dispose of her property independently.

    • It ensures that a married woman's property is not automatically transferred to her husband upon marriage.

    • MWPA also provides safeguards against fraudulen...

  • Answered by AI
  • Q2. Why you left your job
  • Ans. 

    Seeking new challenges and opportunities for growth

    • Desire for career advancement

    • Looking for a new challenge

    • Seeking better work-life balance

    • Company restructuring or downsizing

    • Relocation to a new area

  • Answered by AI
  • Q3. What is insurable intrest
  • Ans. 

    Insurable interest refers to the financial or pecuniary interest that a person has in the subject matter of an insurance policy.

    • Insurable interest is the stake or financial interest that a person has in the insured property or person.

    • It is necessary for a valid insurance contract as it ensures that the policyholder will suffer a financial loss if the insured event occurs.

    • Examples of insurable interest include owning a ...

  • Answered by AI
  • Q4. Charges of ulip
  • Ans. 

    ULIP charges refer to the fees and expenses associated with investing in a Unit Linked Insurance Plan.

    • ULIP charges include premium allocation charges, policy administration charges, fund management charges, mortality charges, and surrender charges.

    • Premium allocation charges are deducted from the premium paid by the policyholder and are used to cover initial expenses.

    • Policy administration charges are levied for the main...

  • Answered by AI
  • Q5. How will you prove you as a investment adviser
  • Ans. 

    I will prove myself as an investment adviser through my track record of successful investment strategies, in-depth knowledge of financial markets, and ability to build strong client relationships.

    • Demonstrate a history of successful investment recommendations and portfolio management

    • Showcase expertise in analyzing financial markets and identifying profitable opportunities

    • Highlight strong communication and relationship-b...

  • Answered by AI
Interview experience
4
Good
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Approached by Company and was interviewed before May 2023. There were 3 interview rounds.

Round 1 - One-on-one 

(1 Question)

  • Q1. One on one Round with Manager
Round 2 - Assignment 

Knowledge test related your past experience

Round 3 - HR 

(1 Question)

  • Q1. HR Round one on one with HR.

I applied via Recruitment Consulltant and was interviewed in May 2022. 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 - Coding Test 

Online insurance and cases wise test

Round 3 - HR 

(4 Questions)

  • Q1. Personal details, relevant experience doucment, your policy sold Mis, your achievements doucment, Pramotion latter .
  • Q2. Asking your background to know you well.
  • Q3. Know your monthly incentive through your bank account statement, an salary slip.
  • Q4. Your present manager contact number and your feedback.

Interview Preparation Tips

Interview preparation tips for other job seekers - Be confident for your work knowledge,be confident of your achievements and incentives, be confident on your sales skills.
Interview experience
5
Excellent
Difficulty level
Hard
Process Duration
Less than 2 weeks
Result
Selected Selected

I was interviewed in Sep 2023.

Round 1 - HR 

(4 Questions)

  • Q1. What do you know about PNB Met Life?
  • Q2. What is pnb met life
  • Ans. 

    PNB MetLife is a leading life insurance company in India.

    • Joint venture between Punjab National Bank and MetLife International Holdings

    • Offers a range of life insurance products such as term insurance, savings, and retirement plans

    • Has a strong presence across India with a wide network of branches and advisors

  • Answered by AI
  • Q3. How much can we help you with?
  • Q4. We have high expectations from you, will you fulfill them?
Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Recruitment Consulltant and was interviewed in Sep 2023. There were 2 interview rounds.

Round 1 - HR 

(1 Question)

  • Q1. 1)What is your privious job profile, explain in brief? 2) will you comfortable with traveling?
Round 2 - Behavioral 

(1 Question)

  • Q1. 1) what would you know about insurance? 2)How will you convence customer?
  • Ans. 

    I would know about different types of insurance policies, coverage options, claim procedures, and customer service standards.

    • Understanding various types of insurance such as life, health, auto, home, and travel insurance

    • Knowledge of coverage options, deductibles, premiums, and exclusions

    • Familiarity with claim procedures, documentation requirements, and settlement processes

    • Ability to explain complex insurance terms and ...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - All over process is good, but working environment is not good, TL, CM are very dominanting, they were always use bad words for the team members, all are very egoistic persons I have been ever seen, nobody will help to employees
I am recommending to all dont ever join PNB MetLife.
Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
-
Result
Selected Selected

I applied via Recruitment Consulltant and was interviewed in Dec 2023. There were 2 interview rounds.

Round 1 - Aptitude Test 

Maths reasoning data interpretation

Round 2 - HR 

(4 Questions)

  • Q1. Role of previous organization
  • Q2. Tell me about yourself
  • Q3. One task to you sale this pen.
  • Ans. 

    Highlight the unique features of the pen, demonstrate its quality and usefulness, and create a sense of urgency to purchase.

    • Start by showcasing the sleek design and smooth writing experience of the pen.

    • Highlight any special features such as being refillable or having a comfortable grip.

    • Create a sense of urgency by mentioning limited stock or a special discount for immediate purchase.

    • Offer a demonstration by allowing th...

  • Answered by AI
  • Q4. Describe insurance
  • Ans. 

    Insurance is a financial product that provides protection against financial losses due to unexpected events.

    • Insurance involves a contract between a policyholder and an insurance company.

    • Policyholders pay premiums in exchange for coverage against specified risks.

    • Types of insurance include health, life, auto, home, and business insurance.

    • Insurance helps individuals and businesses manage risk and protect their assets.

    • Clai...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - be confident
that's it

I applied via Recruitment Consultant and was interviewed in Oct 2019. There were 3 interview rounds.

Interview Questionnaire 

2 Questions

  • Q1. Tell me about yourself
  • Q2. Share your experience you had with your old company ? And which is your best month for your progress

Interview Preparation Tips

Interview preparation tips for other job seekers - Be bold and open .. people are friendly and open to your thoughts

Edelweiss Life Insurance Interview FAQs

How many rounds are there in Edelweiss Life Insurance Relationship Manager interview?
Edelweiss Life Insurance interview process usually has 2-3 rounds. The most common rounds in the Edelweiss Life Insurance interview process are Resume Shortlist, HR and One-on-one Round.
How to prepare for Edelweiss Life Insurance 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 Edelweiss Life Insurance. The most common topics and skills that interviewers at Edelweiss Life Insurance expect are Life Insurance, Direct Sales, Insurance Sales, Relationship Management and Field Sales.
What are the top questions asked in Edelweiss Life Insurance Relationship Manager interview?

Some of the top questions asked at the Edelweiss Life Insurance Relationship Manager interview -

  1. How to work , Company rul...read more
  2. Explain about second ro...read more

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Edelweiss Life Insurance Relationship Manager Interview Process

based on 5 interviews

Interview experience

4.6
  
Excellent
View more
Edelweiss Life Insurance Relationship Manager Salary
based on 283 salaries
₹2 L/yr - ₹6 L/yr
26% less than the average Relationship Manager Salary in India
View more details

Edelweiss Life Insurance Relationship Manager Reviews and Ratings

based on 75 reviews

3.6/5

Rating in categories

3.5

Skill development

3.6

Work-life balance

3.6

Salary

3.3

Job security

3.5

Company culture

3.4

Promotions

3.3

Work satisfaction

Explore 75 Reviews and Ratings
Relationship Manager Direct Sales

Kolkata

1-5 Yrs

₹ 2.5-5.5 LPA

Relationship Manager - Bancassurance

Noida,

New Delhi

+1

1-2 Yrs

₹ 3.75-4.8 LPA

Relationship Manager (Life Insurance Sales) - Equitas Bank

Pondicherry / Puducherry,

Chennai

+1

1-6 Yrs

₹ 2.75-3.75 LPA

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