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HDFC Life Relationship Manager Interview Questions, Process, and Tips

Updated 22 Jan 2025

Top HDFC Life Relationship Manager Interview Questions and Answers

View all 11 questions

HDFC Life Relationship Manager Interview Experiences

20 interviews found

Round 1 - One-on-one 

(1 Question)

  • Q1. How we will explain policy portfolio
  • Ans. 

    A policy portfolio is a collection of insurance policies held by an individual or organization.

    • A policy portfolio is created to manage risk and protect against potential losses.

    • It may include various types of insurance policies such as life insurance, health insurance, property insurance, and liability insurance.

    • The composition of a policy portfolio depends on the specific needs and circumstances of the policyholder.

    • Ea...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Job is life way of style and way of dignity

I applied via Job Fair and was interviewed in Jun 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 - Case Study 

Full case study about policy portfolio

Interview Preparation Tips

Interview preparation tips for other job seekers - Job is needed there is no job there is no food and no proper way of life

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I applied via Shine and was interviewed before Mar 2021. There were 2 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 - One-on-one 

(4 Questions)

  • Q1. What would you know about Insurance?
  • Ans. 

    Insurance is a contract between an individual and an insurance company, providing financial protection against potential losses.

    • Insurance is a risk management tool that helps individuals and businesses protect themselves against potential financial losses.

    • It involves paying a premium to an insurance company in exchange for coverage and benefits.

    • Insurance can cover various aspects such as life, health, property, auto, a...

  • Answered by AI
  • Q2. Do you know about exide life before?
  • Ans. Basically Exide is huge industry india which manfacture the battery and it has a big supply chain and service centers too all over the India It has undertaken the ING VISYA Fully It has assets under management 18431cr.
  • Answered by PATAN SHABBANI
  • Q3. Do you have two wheeler?And are you willing to travell around district borders?
  • Q4. Tell us about your family?

Interview Preparation Tips

Interview preparation tips for other job seekers - first round with branc manager
second round will be with Area Manager
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 - Group Discussion 

By tertory manager

Round 3 - HR 

(4 Questions)

  • Q1. Why should we hire you?
  • Q2. What are your strengths and weaknesses?
  • Q3. Tell me about yourself.
  • Q4. Not

Interview Preparation Tips

Interview preparation tips for other job seekers - Conversation afected by

HDFC Life interview questions for designations

 Senior Relationship Manager

 (4)

 Key Relationship Manager

 (1)

 Branch Manager

 (6)

 Pb Relationship Manager

 (1)

 Relationship Manager Sales

 (1)

 Group Relationship Manager

 (1)

 Sales Development Manager

 (24)

 Agency Development Manager

 (9)

I applied via Naukri.com and was interviewed in Oct 2020. There were 4 interview rounds.

Interview Questionnaire 

5 Questions

  • Q1. Tell me about yourself?
  • Q2. Do you think you can bring business ?
  • Q3. What is the basis things you need to sell something?
  • Ans. 

    To sell something, you need to understand the customer's needs, build trust, and communicate the value of the product or service.

    • Understand the customer's needs and pain points

    • Build trust by being honest and transparent

    • Communicate the value of the product or service

    • Address any objections or concerns the customer may have

    • Create a sense of urgency or scarcity

    • Offer incentives or bonuses to sweeten the deal

  • Answered by AI
  • Q4. Why you want to join us?
  • Q5. What do you know about company?

Interview Preparation Tips

Interview preparation tips for other job seekers - Be calm and confident. Don't request someone for giving you job. Answer every question calmly. And most importantly language doesn't matter. Speak in language which you are comfortable with.

Get interview-ready with Top HDFC Life Interview Questions

I applied via Walk-in and was interviewed in May 2021. There was 1 interview round.

Interview Questionnaire 

2 Questions

  • Q1. In India Life Insurance is a tough Job?
  • Ans. 

    Yes, life insurance is a tough job in India.

    • High competition among insurance companies

    • Challenging sales targets

    • Complex regulations and policies

    • Lack of awareness and understanding among customers

    • Need for continuous learning and updating product knowledge

  • Answered by AI
  • Q2. Is it Life Insurance is Bi product?
  • Ans. 

    Yes, life insurance is a financial product that provides financial protection to the insured's beneficiaries upon their death.

    • Life insurance is a type of insurance that pays out a sum of money to the insured's beneficiaries upon their death.

    • It is designed to provide financial support to the insured's family or dependents in the event of their untimely demise.

    • Life insurance policies can also offer additional benefits su...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - My Interview is Average but I have referred Insurance knowledge.

Relationship Manager Jobs at HDFC Life

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Interview Questionnaire 

5 Questions

  • Q1. How do you Sell me a cellphone ?
  • Ans. 

    I would recommend a cellphone based on your needs and preferences.

    • What features are important to you?

    • Do you prefer a certain brand or operating system?

    • What is your budget?

    • Here are some options that fit your criteria: [list options]

  • Answered by AI
  • Q2. Where I recited ?
  • Q3. Education?
  • Q4. Family members?
  • Q5. Why choose the insurance sector

Interview Preparation Tips

Interview preparation tips for other job seekers - In the Exide life insurance branch Chembur the cluster manager name MR ALOK BISI the best ever person in my life he treat his employee like his son or daughter he is kind of person in the personal life however he is the evil on the bases of corporate if he want the business he kept all the emotion and kindness aside and than he treat like a leader and achieve his business before the given time

I applied via Walk-in and was interviewed before Jun 2021. There were 2 interview rounds.

Round 1 - Resume Shortlist 
Pro Tip by AmbitionBox:
Double-check your resume for any spelling mistakes. The recruiter may consider spelling mistakes as careless behavior or poor communication skills.
View all tips
Round 2 - Interview 

(2 Questions)

  • Q1. Previous work details
  • Q2. Ask previous work details

Interview Preparation Tips

Interview preparation tips for other job seekers - As per hr norms I was ok as per company norms

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

Interview Questionnaire 

5 Questions

  • Q1. Tell me something about yourself?
  • Q2. What do you know about insurance?
  • Ans. 

    Insurance is a contract between an individual and an insurance company to protect against financial loss.

    • Insurance provides financial protection against unexpected events such as accidents, illnesses, and natural disasters.

    • There are different types of insurance such as life insurance, health insurance, auto insurance, and home insurance.

    • Insurance premiums are paid regularly to the insurance company in exchange for cove...

  • Answered by AI
  • Q3. Why you left your previous job?
  • Q4. Do you know the places its a traveling job ?
  • Ans. 

    Yes, as a Relationship Manager, you may have to travel to meet clients and attend events.

    • Relationship Managers may have to travel to meet clients in different cities or countries

    • They may also attend events and conferences related to their industry

    • Some Relationship Managers may have to travel frequently, while others may only travel occasionally

    • Travel expenses are usually covered by the company

  • Answered by AI
  • Q5. Do you have two two wheeler?

Interview Preparation Tips

Interview preparation tips for other job seekers - Main point
1. Be confident
2. Learn about their company before going for any interview.
3. Dont argue for package and other things just make your interview good after its your call to say yes or no
4.let you reject or select the job not the command on them.
5. Give your 100 % in any company

I applied via Walk-in and was interviewed before Feb 2019. There were 3 interview rounds.

Interview Questionnaire 

5 Questions

  • Q1. Tell me about your ?
  • Q2. Previous jobs analays?
  • Ans. 

    I have worked in various roles in the banking industry, including as a financial analyst and a loan officer.

    • Worked as a financial analyst at XYZ Bank for 2 years

    • Managed a portfolio of 50 clients with a total value of $10 million

    • Served as a loan officer at ABC Bank for 3 years

    • Processed and approved over 100 loan applications

    • Provided financial advice and guidance to clients

  • Answered by AI
  • Q3. Previous concern achievement?
  • Ans. 

    Exceeded previous sales targets by 20% through strategic client relationship management and proactive communication.

    • Set clear and achievable goals

    • Regularly communicated with clients to understand their needs

    • Implemented personalized solutions to meet client needs

    • Monitored progress towards targets and adjusted strategies accordingly

  • Answered by AI
  • Q4. Why are you left this concern
  • Ans. 

    I left the concern due to seeking new challenges and growth opportunities.

    • Seeking new challenges and growth opportunities

    • Desire for career advancement

    • Change in personal circumstances

    • Company restructuring or changes in management

    • Better work-life balance elsewhere

  • Answered by AI
  • Q5. Hdfc life insurance company history
  • Ans. 

    HDFC Life Insurance Company is a leading life insurance provider in India, established in 2000.

    • Established in 2000 as a joint venture between HDFC Ltd. and Standard Life Aberdeen plc.

    • One of the top private life insurers in India with a wide range of insurance products.

    • Listed on the National Stock Exchange and Bombay Stock Exchange.

    • Received numerous awards for its innovative products and customer service.

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Hi friends hdfc life very worst employees response then recruiters more politics in the is job he is handled interview candidate irrespected don't maness

HDFC Life Interview FAQs

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

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

  1. What is the basis things you need to sell somethi...read more
  2. what would you know about Insuran...read more
  3. What do you know about insuran...read more
How long is the HDFC Life Relationship Manager interview process?

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

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HDFC Life Relationship Manager Interview Process

based on 14 interviews

3 Interview rounds

  • Resume Shortlist Round
  • Group Discussion Round
  • HR Round
View more
HDFC Life Relationship Manager Salary
based on 739 salaries
₹1.7 L/yr - ₹5 L/yr
32% less than the average Relationship Manager Salary in India
View more details

HDFC Life Relationship Manager Reviews and Ratings

based on 197 reviews

3.8/5

Rating in categories

3.8

Skill development

3.6

Work-life balance

3.7

Salary

3.7

Job security

3.6

Company culture

3.5

Promotions

3.4

Work satisfaction

Explore 197 Reviews and Ratings
Relationship Manager

Jalandhar,

Ludhiana

+1

1-5 Yrs

₹ 2.75-5.5 LPA

Relationship Manager

Kannur,

Malappuram

+1

1-3 Yrs

₹ 2.25-4.25 LPA

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