Upload Button Icon Add office photos

HDFC Life

Compare button icon Compare button icon Compare

Filter interviews by

HDFC Life Manager - Financial Planning Interview Questions and Answers

Updated 24 Sep 2024

HDFC Life Manager - Financial Planning Interview Experiences

9 interviews found

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 Aug 2024. There were 2 interview rounds.

Round 1 - Assignment 

Online assignment ethical and English,Aptitude Question

Round 2 - One-on-one 

(2 Questions)

  • Q1. One task to sale something
  • Ans. 

    One task to sale something is to identify the target market and create a compelling sales pitch.

    • Identify the target market based on demographics, interests, and needs

    • Create a compelling sales pitch highlighting the benefits of the product or service

    • Utilize various marketing channels to reach potential customers

    • Follow up with leads and provide excellent customer service to close the sale

  • Answered by AI
  • Q2. Why join this company
  • Ans. 

    This company offers a dynamic work environment, opportunities for growth, and a strong commitment to employee development.

    • Strong company culture focused on employee growth and development

    • Opportunities for advancement within the company

    • Dynamic work environment that fosters creativity and innovation

  • Answered by AI
Interview experience
5
Excellent
Difficulty level
Easy
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Recruitment Consulltant and was interviewed in Mar 2024. There were 3 interview rounds.

Round 1 - Aptitude Test 

Aptitude, Reasoning and skill based question regarding to job and it is very easy to crack.

Round 2 - HR 

(1 Question)

  • Q1. Introduce yourself and they said overview about their company and job description.
Round 3 - Offer Letter 

(1 Question)

  • Q1. Why do you want to come to this company.

Manager - Financial Planning Interview Questions Asked at Other Companies

asked in HDFC Life
Q1. How to convince a customer for product
asked in HDFC Life
Q2. How you to grow a business
asked in HDFC Life
Q3. One task to sale something
Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
-
Round 1 - Assignment 

That is the. Assignment based test

Round 2 - HR 

(2 Questions)

  • Q1. How to convince a customer for product
  • Ans. 

    To convince a customer for a product, focus on highlighting the benefits, addressing their needs, building trust, and offering solutions.

    • Highlight the unique features and benefits of the product

    • Address the customer's specific needs and pain points

    • Build trust by providing testimonials, case studies, or guarantees

    • Offer solutions to any objections or concerns the customer may have

  • Answered by AI
  • Q2. How you to grow a business
  • Ans. 

    Growing a business involves strategic planning, market research, customer acquisition, and financial management.

    • Develop a comprehensive business plan outlining goals, strategies, and timelines.

    • Conduct market research to identify target customers, competitors, and industry trends.

    • Implement marketing strategies to attract and retain customers.

    • Focus on customer satisfaction to drive repeat business and referrals.

    • Manage fi...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Nice experience here is the lot's of things to learn
Interview experience
4
Good
Difficulty level
Easy
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Approached by Company and was interviewed in Jul 2023. There were 2 interview rounds.

Round 1 - Aptitude Test 

General questions reasoning, aptitude , English.

Round 2 - One-on-one 

(1 Question)

  • Q1. Introduction, experience regarding questions, work to do.

HDFC Life interview questions for designations

 Financial Consultant

 (6)

 Financial Analyst

 (1)

 Financial Advisor

 (1)

 Financial Service Advisor

 (1)

 Manager

 (4)

 Relationship Manager

 (20)

 Bancassurance Manager

 (16)

 Sales Manager

 (11)

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

I applied via Recruitment Consulltant and was interviewed before Apr 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 - Aptitude Test 

A test will happen including both reasoning and aptitude.

Round 3 - Technical 

(2 Questions)

  • Q1. Will be asked about details mention in resume.
  • Q2. Will be asked about details on insurance.

Interview Preparation Tips

Interview preparation tips for other job seekers - Prepare well. Be ready for field sales and target.
Interview experience
3
Average
Difficulty level
Easy
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Approached by Company and was interviewed before Oct 2022. There were 4 interview rounds.

Round 1 - Resume Shortlist 
Pro Tip by AmbitionBox:
Don’t add your photo or details such as gender, age, and address in your resume. These details do not add any value.
View all tips
Round 2 - Aptitude Test 

Easy questions of Math, Reasoning & English of intermediate level.

Round 3 - One-on-one 

(2 Questions)

  • Q1. General introduction of yourself.
  • Q2. Previous company experience, working, product knowledge, expectations.
Round 4 - HR 

(1 Question)

  • Q1. Salary discussion or say negotiation.
Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
More than 8 weeks
Result
Selected Selected

I applied via Referral and was interviewed before Mar 2022. 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 

(1 Question)

  • Q1. Knowledge about insurance and thier process

Interview Preparation Tips

Interview preparation tips for other job seekers - Nice job and easy to crack the interview if you are good in speaking

I applied via Naukri.com and was interviewed in Apr 2022. There were 2 interview rounds.

Round 1 - Aptitude Test 
Round 2 - Technical 

(1 Question)

  • Q1. Insurance related questions

Interview Preparation Tips

Interview preparation tips for other job seekers - Prepare on insurance products and process

I applied via Naukri.com and was interviewed in Mar 2021. There were 4 interview rounds.

Interview Questionnaire 

2 Questions

  • Q1. Few scenario based questions
  • Q2. Tell me about yourself

Interview Preparation Tips

Interview preparation tips for other job seekers - Be prepared, be confident and be groomed.

Interview questions from similar companies

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

I was interviewed in Jan 2025.

Round 1 - HR 

(2 Questions)

  • Q1. Tell me about yourself
  • Q2. Why do you want job change
Round 2 - HR 

(2 Questions)

  • Q1. How many Languages do you know
  • Q2. What is your strengths

Interview Preparation Tips

Interview preparation tips for other job seekers - Honestly is the most important with positive attitude towards with your Career and goals.

HDFC Life Interview FAQs

How many rounds are there in HDFC Life Manager - Financial Planning interview?
HDFC Life interview process usually has 2-3 rounds. The most common rounds in the HDFC Life interview process are Aptitude Test, One-on-one Round and HR.
How to prepare for HDFC Life Manager - Financial Planning 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 HDFC Life. The most common topics and skills that interviewers at HDFC Life expect are Insurance, Sales, Field Sales, Insurance Sales and Bancassurance.
What are the top questions asked in HDFC Life Manager - Financial Planning interview?

Some of the top questions asked at the HDFC Life Manager - Financial Planning interview -

  1. How to convince a customer for prod...read more
  2. How you to grow a busin...read more
  3. One task to sale someth...read more
How long is the HDFC Life Manager - Financial Planning interview process?

The duration of HDFC Life Manager - Financial Planning interview process can vary, but typically it takes about less than 2 weeks to complete.

Tell us how to improve this page.

HDFC Life Manager - Financial Planning Interview Process

based on 15 interviews

2 Interview rounds

  • Aptitude Test Round
  • One-on-one Round
View more
HDFC Life Manager - Financial Planning Salary
based on 301 salaries
₹2.1 L/yr - ₹4.5 L/yr
32% less than the average Manager - Financial Planning Salary in India
View more details

HDFC Life Manager - Financial Planning Reviews and Ratings

based on 69 reviews

3.6/5

Rating in categories

3.7

Skill development

3.5

Work-life balance

3.5

Salary

3.5

Job security

3.4

Company culture

3.3

Promotions

3.2

Work satisfaction

Explore 69 Reviews and Ratings
Corporate Agency Manager
1.9k salaries
unlock blur

₹1.8 L/yr - ₹5.2 L/yr

Senior Corporate Agency Manager
1.8k salaries
unlock blur

₹2.8 L/yr - ₹6 L/yr

Business Development Manager
1.4k salaries
unlock blur

₹1.5 L/yr - ₹5 L/yr

Bancassurance Manager
1.2k salaries
unlock blur

₹3 L/yr - ₹7.8 L/yr

Sales Development Manager
910 salaries
unlock blur

₹1.5 L/yr - ₹4.5 L/yr

Explore more salaries
Compare HDFC Life with

ICICI Prudential Life Insurance

4.1
Compare

SBI Life Insurance Company

3.8
Compare

Axis Max Life Insurance

4.1
Compare

Kotak Mahindara Life Insurance

3.7
Compare
Did you find this page helpful?
Yes No
write
Share an Interview