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HDFC Life Group Relationship Manager Interview Questions and Answers

Updated 28 Oct 2021

HDFC Life Group Relationship Manager Interview Experiences

1 interview found

I applied via Referral and was interviewed in Sep 2021. There were 3 interview rounds.

Interview Questionnaire 

2 Questions

  • Q1. Who you will advice the client about financial planning and how could convert into business.
  • Ans. 

    I would advise the client on creating a comprehensive financial plan tailored to their specific needs and goals.

    • Assess the client's current financial situation and future goals

    • Educate the client on various investment options and risk management strategies

    • Develop a personalized financial plan that aligns with the client's goals

    • Regularly review and adjust the plan as needed

    • Provide ongoing support and guidance to help the...

  • Answered by AI
  • Q2. Detail about cross selling and up selling

Interview Preparation Tips

Interview preparation tips for other job seekers - Be confident and give answers patiently and mainly about the business by providing customer services.

Interview questions from similar companies

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

I applied via Company Website and was interviewed before Jun 2020. There were 4 interview rounds.

Interview Questionnaire 

1 Question

  • Q1. Who is Narendra Modi?

Interview Preparation Tips

Interview preparation tips for other job seekers - Dress well & smile well.
You will get hired.

I applied via Referral and was interviewed before Feb 2021. 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 - One-on-one 

(1 Question)

  • Q1. Tell me about yourself Sale me a insurance policy

Interview Preparation Tips

Interview preparation tips for other job seekers - Be confident while answering the sales pitch question.

I applied via Naukri.com and was interviewed before Jun 2020. There was 1 interview round.

Interview Questionnaire 

2 Questions

  • Q1. What your achievements for previous company??
  • Q2. Why interested in Insurance sector??

Interview Preparation Tips

Interview preparation tips for other job seekers - Speech what Your Skill

I applied via Recruitment Consultant and was interviewed in Feb 2020. There were 3 interview rounds.

Interview Questionnaire 

4 Questions

  • Q1. How you do insurance business in a public sector bank
  • Q2. Which is the basis document for insurance
  • Ans. 

    The policy document is the basis for insurance.

    • The policy document outlines the terms and conditions of the insurance contract.

    • It specifies the coverage, premium, deductibles, and exclusions.

    • It also includes the policyholder's obligations and responsibilities.

    • Examples of policy documents include auto insurance policies, health insurance policies, and homeowner's insurance policies.

  • Answered by AI
  • Q3. What's the Income Criteria for Term insurance customers
  • Ans. 

    There is no specific income criteria for term insurance customers.

    • Term insurance is designed to provide financial protection to the family of the policyholder in case of their untimely demise.

    • The premium for term insurance is calculated based on various factors such as age, health, lifestyle habits, and the sum assured.

    • While a higher income may result in a higher sum assured, it is not a mandatory requirement for purch...

  • Answered by AI
  • Q4. How are you get lead from open market
  • Ans. 

    To get leads from the open market, I utilize various strategies and channels.

    • I actively network and build relationships with potential clients through industry events and conferences.

    • I leverage social media platforms to connect with prospects and share valuable content.

    • I collaborate with marketing teams to create targeted campaigns and generate leads through email marketing and online advertising.

    • I regularly attend com...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - It's a very good institution for working here

Interview Questionnaire 

1 Question

  • Q1. About insurance policy

Interview Preparation Tips

Interview preparation tips for other job seekers - Sales , customer service, bank

I applied via Recruitment Consultant and was interviewed in May 2020. There was 1 interview round.

Interview Questionnaire 

2 Questions

  • Q1. Are you want to become your career in banca Insurance
  • Q2. Why do you want to choose pnb metlife

Interview Preparation Tips

Interview preparation tips for other job seekers - Thank you very much, it was fantastic interview nothing was difficult simply they ask common question and I have given appropriate answer and one thing I want to suggest they checked that candidate interested to work or not and friend always be specific your answer don't round them they very well known all about thing so dont make fool

I applied via Recruitment Consultant and was interviewed in Jun 2020. There was 1 interview round.

Interview Questionnaire 

1 Question

  • Q1. What's your job in last company, why you leave previous company

Interview Preparation Tips

Interview preparation tips for other job seekers - Good

Interview Questionnaire 

1 Question

  • Q1. About your self, work experience

HDFC Life Interview FAQs

What are the top questions asked in HDFC Life Group Relationship Manager interview?

Some of the top questions asked at the HDFC Life Group Relationship Manager interview -

  1. who you will advice the client about financial planning and how could convert i...read more
  2. Detail about cross selling and up sell...read more

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