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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

Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
-
Round 1 - Group Discussion 

Any one topic to group discussion

Round 2 - One-on-one 

(5 Questions)

  • Q1. What Abut your background and knowledge
  • Ans. 

    I have a strong background in finance with over 10 years of experience in relationship management and a deep knowledge of investment products.

    • 10+ years of experience in finance

    • Specialize in relationship management

    • Deep knowledge of investment products

    • Experience in working with high net worth clients

    • Strong communication and negotiation skills

  • Answered by AI
  • Q2. Skills and work experience
  • Q3. Family background
  • Q4. What you know About bajaj company
  • Ans. 

    Bajaj is a well-known Indian multinational company with diverse business interests including automobiles, finance, and insurance.

    • Founded in 1926 by Jamnalal Bajaj

    • Headquartered in Pune, India

    • One of the largest manufacturers of two-wheelers in India

    • Offers a wide range of financial services through Bajaj Finance

    • Known for its popular motorcycle models like Pulsar and Dominar

  • Answered by AI
  • Q5. How much you can salary expectation
  • Ans. 

    My salary expectation is based on my experience, skills, and the market rate for this position.

    • Consider my years of experience in the industry

    • Research the average salary range for Senior Relationship Managers in this location

    • Factor in the benefits and perks offered by the company

    • Be open to negotiation based on the overall compensation package

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - To self confidence is very important to creck any interview
Interview experience
3
Average
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Recruitment Consulltant and was interviewed in Dec 2024. There was 1 interview round.

Round 1 - HR 

(2 Questions)

  • Q1. Why do you want to work with us?
  • Q2. What is your understanding of life insurance?

Interview Preparation Tips

Interview preparation tips for other job seekers - Be confident and showcase your communication skills without hesitation, and ensure you have a good understanding of life insurance.
Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
-
Round 1 - One-on-one 

(3 Questions)

  • Q1. About previous job description
  • Q2. Are you comfortable in traveling
  • Q3. How married women act is beneficial for Bussiness men
  • Ans. 

    Married women can benefit business men by providing emotional support, networking opportunities, and helping to maintain work-life balance.

    • Married women can provide emotional support to business men, helping them cope with stress and challenges in their professional lives.

    • Married women often have extensive social networks that can be beneficial for business men in terms of networking and making valuable connections.

    • Mar...

  • Answered by AI
Round 2 - HR 

(2 Questions)

  • Q1. Notice period discussion
  • Q2. Salary discussion
Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
-
Round 1 - One-on-one 

(2 Questions)

  • Q1. Which product do you sell the most. Tell me about that product?
  • Ans. 

    I sell the most of our premium investment products, which offer high returns and personalized financial planning.

    • Our premium investment products include mutual funds, stocks, and bonds

    • Clients are attracted to the high returns and personalized financial planning services offered

    • Examples of popular premium investment products include our Growth Fund and Dividend Stock Portfolio

  • Answered by AI
  • Q2. What do you understand by customer bonding
  • Ans. 

    Customer bonding is the process of creating a strong emotional connection and loyalty between a customer and a company.

    • Building trust and rapport with customers

    • Understanding and meeting their needs and preferences

    • Providing excellent customer service

    • Creating personalized experiences for customers

    • Maintaining regular communication and follow-ups

    • Offering loyalty programs or rewards

  • Answered by AI
Round 2 - HR 

(2 Questions)

  • Q1. Why do you want to leave previous company? Tell me reason?
  • Q2. Why do you want to join us?
Interview experience
4
Good
Difficulty level
-
Process Duration
-
Result
Selected Selected
Round 1 - HR 

(3 Questions)

  • Q1. Can you describe yourself?
  • Ans. 

    I am a dedicated and empathetic relationship manager with a strong focus on client satisfaction and building long-lasting connections.

    • Strong communication skills to effectively interact with clients and understand their needs

    • Proven track record of successfully managing client relationships and exceeding sales targets

    • Ability to multitask and prioritize tasks in a fast-paced environment

    • Empathetic approach to problem-solv...

  • Answered by AI
  • Q2. Can you discuss your job profile in your previous company?
  • Ans. 

    I was responsible for managing client relationships, providing financial advice, and promoting banking products.

    • Managed a portfolio of high net-worth clients

    • Provided personalized financial advice and solutions

    • Promoted various banking products and services to clients

    • Organized client events and seminars to enhance relationships

    • Collaborated with internal teams to meet client needs

  • Answered by AI
  • Q3. Salary part and work culture in the company
Round 2 - HR 

(2 Questions)

  • Q1. Can you describe yourself?
  • Ans. 

    I am a dedicated and empathetic Relationship Manager with a strong focus on building and maintaining client relationships.

    • Strong communication skills

    • Excellent problem-solving abilities

    • Proven track record of client satisfaction

    • Detail-oriented and organized

    • Ability to work well under pressure

  • Answered by AI
  • Q2. Salary Negotion

Interview Preparation Tips

Interview preparation tips for other job seekers - Good , keep learning and increase your knowledge and skills improve always
Interview experience
3
Average
Difficulty level
Moderate
Process Duration
6-8 weeks
Result
Selected Selected

I applied via Walk-in and was interviewed in Nov 2024. There was 1 interview round.

Round 1 - HR 

(2 Questions)

  • Q1. PREVIOUS JOB WORKING EXPERIENCE,WORK EXPERIENCE MARKETING SKILL,
  • Q2. WORK EXPERIENCE
Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Company Website and was interviewed in Aug 2023. 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. If you are fresh so please some more knowledge about google to help in interview
  • Q2. Why are you come ABC COMPANY THIS IS MAIN question
Round 3 - HR 

(1 Question)

  • Q1. About salery process
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 Jan 2023. There were 4 interview rounds.

Round 1 - Group Discussion 

About yourself and about your last company

Round 2 - Group Discussion 

Team work about last company and about policy done by you

Round 3 - Manage 

(2 Questions)

  • Q1. Manage interview and many other things
  • Q2. What you can do for your company and still manage all the customer
Round 4 - One-on-one 

(2 Questions)

  • Q1. Travelling from other city you can manage yourself
  • Q2. Manage the customer and fill the sales opportunity to the customer s question

Interview Preparation Tips

Interview preparation tips for other job seekers - Interview done by me and manage yourself to the customer
Interview experience
4
Good
Difficulty level
Easy
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Walk-in and was interviewed in Mar 2023. There were 3 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 - HR 

(1 Question)

  • Q1. Work experience , communication
Round 3 - One-on-one 

(1 Question)

  • Q1. Knowledge about insurance , sales

Interview Preparation Tips

Interview preparation tips for other job seekers - Be always confident , work on your communication before interview and gather knowledge of insurance

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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