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HDFC Sales Financial Service Associate Interview Questions and Answers

Updated 21 Jul 2024

HDFC Sales Financial Service Associate Interview Experiences

9 interviews found

Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
-
Round 1 - One-on-one 

(2 Questions)

  • Q1. What is balance sheet ?
  • Ans. 

    Balance sheet is a financial statement that shows a company's assets, liabilities, and shareholders' equity at a specific point in time.

    • It provides a snapshot of a company's financial position.

    • Assets are what the company owns, liabilities are what it owes, and shareholders' equity is the difference between the two.

    • The balance sheet follows the accounting equation: Assets = Liabilities + Shareholders' Equity.

    • It helps in...

  • Answered by AI
  • Q2. Whatvis the work of financial services associate
  • Ans. 

    Financial services associates provide financial advice, support, and services to clients, helping them manage their finances and achieve their financial goals.

    • Assisting clients with financial planning and investment strategies

    • Providing information on financial products and services

    • Helping clients with account management and transactions

    • Building and maintaining relationships with clients

    • Analyzing financial data and prep...

  • Answered by AI

I applied via Naukri.com and was interviewed before Jul 2021. 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 Resume tips
Round 2 - One-on-one 

(2 Questions)

  • Q1. Tell me about yourself
  • Q2. Sell them anything they tell

Interview Preparation Tips

Interview preparation tips for other job seekers - Interview is very easy to give and they select very quickly cause employee turn over ratio is very high

Financial Service Associate Interview Questions Asked at Other Companies

Q1. What is Investment banking? What is Capital market?
Q2. Types of mutual funds Examples of mutual funds
asked in CIBC
Q3. What I know about banking products & services
asked in HDFC Sales
Q4. Whatvis the work of financial services associate
Q5. market global accounting mutual fund defination advantages

I applied via Recruitment Consultant and was interviewed in May 2021. There were 4 interview rounds.

Interview Questionnaire 

1 Question

  • Q1. Related works only with Insurance product and check sales knowledge

Interview Preparation Tips

Interview preparation tips for other job seekers - Don't take seriously ...feel free to attend the interview and answered very simply nothing else

Interview Questionnaire 

1 Question

  • Q1. Knowledge about banking products...nd just simple personal introduction.

Interview Preparation Tips

Interview preparation tips for other job seekers - Be confident

HDFC Sales interview questions for designations

 Financial Service Consultant

 (1)

 Customer Service Officer

 (1)

 Customer Service Associate

 (1)

 Associate Relationship Manager

 (1)

 Financial Analyst

 (1)

 Customer Service Executive

 (1)

 Relationship Manager

 (14)

 Credit Manager

 (3)

I applied via Walk-in and was interviewed in Apr 2021. 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 Resume tips
Round 2 - Aptitude Test 

General Reasoning Questions.

Round 3 - HR 

(1 Question)

  • Q1. Ask about your Professional Background.

Interview Preparation Tips

Interview preparation tips for other job seekers - Should have knowledge of banking products.

Interview Questionnaire 

1 Question

  • Q1. Family details,Highest Qualifications, Native place,hobbies, Previous experience

Interview Preparation Tips

Interview preparation tips for other job seekers - Interview goes for 3 round ,1 with Deputy manager (Our Reporting Manager), 2 :Area Manager , 3 :Regional head

They all asks same questions so no need to worry ...

I applied via Campus Placement and was interviewed before Dec 2020. There were 4 interview rounds.

Interview Questionnaire 

2 Questions

  • Q1. Ask you regarding financial services?
  • Q2. And will tell to sell anything in front of them

Interview Preparation Tips

Interview preparation tips for other job seekers - Be confident and calm.And go with little knowledge of financial services

I applied via Recruitment Consultant and was interviewed in Jan 2021. There was 1 interview round.

Interview Questionnaire 

1 Question

  • Q1. Lots of questions related my working experience and my skills.... Also my interviewer ask me to sell him one laptop bag.

Interview Preparation Tips

Interview preparation tips for other job seekers - Wear formals and tell everything true about your previous job, about yourself and be confident.

I applied via Referral and was interviewed before Jan 2021. There were 4 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 Resume tips
Round 2 - HR 

(8 Questions)

  • Q1. What are your salary expectations?
  • Q2. What is your family background?
  • Q3. Share details of your previous job.
  • Q4. Why should we hire you?
  • Q5. Why are you looking for a change?
  • Q6. What are your strengths and weaknesses?
  • Q7. Tell me about yourself.
  • Q8. Not any other questions
Round 3 - One-on-one 

(1 Question)

  • Q1. Share your job experince
Round 4 - One-on-one 

(1 Question)

  • Q1. Normal questions nothing like other

Interview Preparation Tips

Interview preparation tips for other job seekers - This is the best palace for good job & Growing future.

Interview questions from similar companies

I applied via Company Website and was interviewed in Feb 2018. There were 3 interview rounds.

Interview Questionnaire 

3 Questions

  • Q1. More questions about current affairs.
  • Q2. What is knowledge about axis securities ltd.
  • Ans. 

    Axis Securities Ltd. is a subsidiary of Axis Bank, offering a wide range of financial services including stockbroking, investment advisory, and wealth management.

    • Axis Securities Ltd. is a leading stockbroking firm in India.

    • It is a subsidiary of Axis Bank, one of the largest private sector banks in India.

    • The company provides services like equity trading, derivatives trading, mutual funds, IPOs, and more.

    • Axis Securities ...

  • Answered by AI
  • Q3. Computer knowledge.

Interview Preparation Tips

General Tips: Don't nervous to answer any question. If you don't know the answer then please say you don't have idea about that.
Duration: 1-4 weeks
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HDFC Sales Interview FAQs

How many rounds are there in HDFC Sales Financial Service Associate interview?
HDFC Sales interview process usually has 2-3 rounds. The most common rounds in the HDFC Sales interview process are One-on-one Round, Resume Shortlist and HR.
How to prepare for HDFC Sales Financial Service Associate 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 Sales. The most common topics and skills that interviewers at HDFC Sales expect are Sales, Insurance, Insurance Sales, Finance and Business Development.
What are the top questions asked in HDFC Sales Financial Service Associate interview?

Some of the top questions asked at the HDFC Sales Financial Service Associate interview -

  1. Whatvis the work of financial services associ...read more
  2. What is balance shee...read more
  3. Lots of questions related my working experience and my skills.... Also my inter...read more

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HDFC Sales Financial Service Associate Interview Process

based on 3 interviews

1 Interview rounds

  • Resume Shortlist Round
View more

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HDFC Sales Financial Service Associate Salary
based on 308 salaries
₹1.4 L/yr - ₹4 L/yr
5% less than the average Financial Service Associate Salary in India
View more details

HDFC Sales Financial Service Associate Reviews and Ratings

based on 84 reviews

3.5/5

Rating in categories

3.3

Skill development

3.2

Work-life balance

3.1

Salary

3.0

Job security

3.5

Company culture

2.9

Promotions

3.2

Work satisfaction

Explore 84 Reviews and Ratings
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