Upload Button Icon Add office photos

Filter interviews by

Pinnacle Financial Services Interview Questions and Answers

Be the first one to contribute and help others!

Interview questions from similar companies

I appeared for an interview before May 2016.

Interview Questionnaire 

3 Questions

  • Q1. What is technical analysis of a stock?
  • Ans. 

    Technical analysis of a stock involves studying historical price and volume data to predict future price movements.

    • It is a method used by traders and investors to make decisions based on price patterns and trends.

    • Technical analysts use various tools and indicators, such as moving averages and chart patterns, to analyze stock price data.

    • The goal is to identify potential buying or selling opportunities and to determine t...

  • Answered by AI
  • Q2. What is current term deposit rate in India?
  • Ans. 

    The current term deposit rates in India vary depending on the bank and tenure.

    • Term deposit rates in India are determined by individual banks.

    • Rates can vary based on the tenure of the deposit.

    • Different banks offer different interest rates for term deposits.

    • Customers can compare rates offered by various banks before making a decision.

    • Term deposit rates are subject to change based on market conditions.

  • Answered by AI
  • Q3. What is ELSS?
  • Ans. 

    ELSS stands for Equity Linked Savings Scheme. It is a type of mutual fund that offers tax benefits under Section 80C of the Income Tax Act.

    • ELSS is a type of mutual fund

    • It invests primarily in equity and equity-related instruments

    • ELSS has a lock-in period of 3 years

    • Investors can claim tax deductions of up to Rs. 1.5 lakh under Section 80C

    • ELSS offers the potential for higher returns compared to other tax-saving instrumen

  • Answered by AI

Interview Preparation Tips

Round: Resume Shortlist
Experience: After a season with the students regarding the company background, internship profile, career opportunity, the person asked us to submit our resumes for further proceedings.
Tips: Keep your resume up to date and clean, short and try to cover all important points in that.

Round: Technical Interview
Experience: After some formal introductory question, he directly went to the technical questions regarding the stock market. It took place for 10 minutes. In one question I got stuck. I tried to answer that but he told me, It would be a good choice to skip that question rather than bluffing- as we are interns, not an expert.
Tips: Clear your all concept before the interview. Don't bluff if the answer is not known.

Skills: Finance Basics, Finance Current Affairs
College Name: Birla Global University

I appeared for an interview in Feb 2017.

Interview Questionnaire 

1 Question

  • Q1. Why did you choose marketing as your specialization?
  • Ans. 

    I chose marketing as my specialization because of my passion for creativity, consumer behavior, and strategic thinking.

    • Passion for creativity and innovation in developing marketing campaigns

    • Interest in understanding consumer behavior and psychology to create effective strategies

    • Enjoyment of analyzing market trends and competition to make informed decisions

    • Desire to work in a dynamic and fast-paced industry that allows

  • Answered by AI

Interview Preparation Tips

Skills: Communication And Confidence

I appeared for an interview before May 2016.

Interview Questionnaire 

1 Question

  • Q1. Tell me about yourself
  • Ans. 

    I am a recent graduate with a degree in Computer Science and a passion for coding and problem-solving.

    • Graduated with a degree in Computer Science

    • Passionate about coding and problem-solving

    • Completed internships at tech companies

  • Answered by AI

Interview Preparation Tips

Round: Resume Shortlist
Experience: Shortlist of resume according to akills
Tips: Be confident

Round: HR Interview
Experience: Detail personal info and precised.

Skills: How confident you are, Knowledge about subject
College Name: Birla Institute of Management Technology

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

Interview Questionnaire 

1 Question

  • Q1. General questions

Interview Preparation Tips

Interview preparation tips for other job seekers - Its good experience and easy to crack the questions.

I applied via Referral and was interviewed before May 2021. 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 

English language arthamatic reasoning

Round 3 - RM interciew 

(1 Question)

  • Q1. About past work experience and company

Interview Preparation Tips

Interview preparation tips for other job seekers - Need strong Recommendations and previous work Experience.

Interview Questionnaire 

1 Question

  • Q1. Why you want to come is insurance sector
  • Ans. 

    I am passionate about helping people protect their assets and loved ones through insurance.

    • I have a strong desire to help individuals and families plan for the unexpected.

    • I believe in the importance of financial security and peace of mind that insurance provides.

    • I am interested in the dynamic and evolving nature of the insurance industry.

    • I enjoy analyzing risks and finding solutions to mitigate them.

    • I have a background...

  • Answered by AI

Interview Preparation Tips

Round: Test
Experience: Aptitude & Reasoning

I applied via Walk-in and was interviewed before Jun 2020. There were 5 interview rounds.

Interview Questionnaire 

3 Questions

  • Q1. Tell me about yourself
  • Ans. 

    I am a highly motivated and dedicated individual with a strong background in finance and a passion for problem-solving.

    • I have a Bachelor's degree in Finance and have worked in the finance industry for 5 years.

    • I am skilled in financial analysis, budgeting, and forecasting.

    • I have successfully managed large-scale projects and implemented cost-saving strategies.

    • I am a team player and have excellent communication and interp...

  • Answered by AI
  • Q2. How much knowledge do you have in Insurance
  • Ans. 

    I have a strong knowledge in insurance.

    • I have a deep understanding of insurance policies and coverage.

    • I am familiar with different types of insurance such as life, health, auto, and property.

    • I have experience in analyzing insurance claims and determining coverage eligibility.

    • I am knowledgeable about insurance regulations and compliance.

    • I have worked with insurance companies and clients to provide accurate and timely in...

  • Answered by AI
  • Q3. They will ask you about your previous experience

Interview Preparation Tips

Interview preparation tips for other job seekers - Confidence is a key element to crack this Interview, there will be total 4-5 rounds of interview here

1) Focus about technical skills and Analytical skills
2) Gain knowledge about insurance and about insurance industry
3) They will check your verbal ability

I applied via Walk-in and was interviewed before Jul 2020. There were 3 interview rounds.

Interview Questionnaire 

3 Questions

  • Q1. HR RECRUITER MANAGEMENT response?
  • Ans. Not good doesn't respond quickly nor reply after getting selected nor calls and takes a very long time to give an offer letter.
  • Answered Anonymously
  • Q2. Do they tell the rehiring status?
  • Ans. No, after emailing them including the HR Director and all exit HR doesn't give reply I'm still waiting from 1year.
  • Answered Anonymously
  • Q3. Do they give chance to move internally?

Interview Preparation Tips

Interview preparation tips for other job seekers - 1. Hire HR recruiters or interns.
2. Re-hire an employee if someone wants to join again Allstate if he had some personal issue while leaving get him back with a different role.
3. Some employees are hard-working related to a different roles and rehire them who are willing to join back in ALLSTATE.

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

Interview Questionnaire 

8 Questions

  • Q1. Tell me about yourself
  • Ans. 

    Experienced sales executive with a proven track record in exceeding targets and building strong client relationships.

    • 10+ years of experience in sales, with a focus on B2B sales

    • Consistently achieved or exceeded sales targets by 20% each quarter

    • Developed and maintained strong relationships with key clients, resulting in a 30% increase in repeat business

    • Expertise in consultative selling and solution-based approach

    • Proficie...

  • Answered by AI
  • Q2. What Tata AIG life insurance
  • Ans. 

    Tata AIG Life Insurance is a joint venture between Tata Group and American International Group, offering a range of life insurance products.

    • Joint venture between Tata Group and American International Group

    • Offers a range of life insurance products

    • Provides financial protection to policyholders and their families

    • Has a strong presence in the Indian insurance market

  • Answered by AI
  • Q3. Why want to join Tata AIG life insurance
  • Ans. 

    I want to join Tata AIG life insurance because of its strong reputation, extensive product portfolio, and commitment to customer satisfaction.

    • Tata AIG life insurance has a strong reputation in the industry, which will enhance my professional profile.

    • The company offers a wide range of insurance products, allowing me to cater to diverse customer needs and maximize my sales potential.

    • Tata AIG's focus on customer satisfact...

  • Answered by AI
  • Q4. Are u experienced or fresher
  • Ans. 

    Experienced

    • I have 5 years of experience in sales, with a proven track record of exceeding targets.

    • I have successfully managed a team of sales representatives and implemented effective sales strategies.

    • I have a deep understanding of the industry and have built strong relationships with clients.

    • I have consistently achieved high customer satisfaction ratings and have received multiple awards for my sales performance.

  • Answered by AI
  • Q5. About your family?
  • Q6. What is your goal?
  • Ans. 

    My goal is to exceed sales targets and build strong relationships with clients.

    • Exceed sales targets by implementing effective sales strategies

    • Build strong relationships with clients to ensure repeat business

    • Continuously improve product knowledge to better serve clients

    • Collaborate with the sales team to achieve collective goals

  • Answered by AI
  • Q7. What is sales?
  • Ans. 

    Sales is the process of persuading a potential customer to buy a product or service.

    • Sales involves identifying potential customers and their needs

    • It requires building relationships with customers and understanding their buying behavior

    • Salespeople must be able to communicate the benefits of their product or service effectively

    • Closing the sale is the ultimate goal of the sales process

    • Examples of sales include selling car

  • Answered by AI
  • Q8. R u comfortable in any location?
  • Ans. 

    Yes, I am comfortable in any location.

    • I am adaptable and can easily adjust to new environments.

    • I have experience working in diverse locations and cultures.

    • I am willing to travel and relocate as required for the job.

    • I have a flexible mindset and can quickly adapt to different work settings.

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Be comfortable and slowly give your answer

I applied via Approached by Company and was interviewed before Jul 2021. There was 1 interview round.

Round 1 - HR 

(1 Question)

  • Q1. Routine question about ourself, they give intimation of work structure

Interview Preparation Tips

Interview preparation tips for other job seekers - Interview based on clinical knowledge, about tpa

Tell us how to improve this page.

Pinnacle Financial Services Reviews and Ratings

based on 9 reviews

4.8/5

Rating in categories

4.7

Skill development

4.4

Work-life balance

4.5

Salary

4.5

Job security

4.5

Company culture

4.5

Promotions

4.5

Work satisfaction

Explore 9 Reviews and Ratings
Assistant Relationship Manager
5 salaries
unlock blur

₹3.6 L/yr - ₹4.9 L/yr

Executive Accountant
4 salaries
unlock blur

₹3 L/yr - ₹3.6 L/yr

Senior Business Analyst
3 salaries
unlock blur

₹1.8 L/yr - ₹4.3 L/yr

Sales Team Leader
3 salaries
unlock blur

₹3 L/yr - ₹7.2 L/yr

Explore more salaries
Compare Pinnacle Financial Services with

Bajaj Allianz Life Insurance

3.9
Compare

SBI Life Insurance Company

3.8
Compare

Tata AIA Life Insurance

4.0
Compare

Aditya Birla Sun Life Insurance

4.0
Compare
Did you find this page helpful?
Yes No
write
Share an Interview