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PolicyBazaar Financial Advisor Interview Questions, Process, and Tips

Updated 11 Oct 2024

Top PolicyBazaar Financial Advisor Interview Questions and Answers

View all 6 questions

PolicyBazaar Financial Advisor Interview Experiences

5 interviews found

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

I applied via Referral and was interviewed in Apr 2024. There were 2 interview rounds.

Round 1 - HR 

(2 Questions)

  • Q1. Introduction taken by the hr
  • Q2. Roles and responsibilities of company
  • Ans. 

    Company roles and responsibilities involve setting strategic direction, managing operations, ensuring compliance, and fostering a positive work culture.

    • Setting strategic direction for the company

    • Managing day-to-day operations

    • Ensuring compliance with laws and regulations

    • Fostering a positive work culture and employee engagement

  • Answered by AI
Round 2 - One-on-one 

(3 Questions)

  • Q1. Why you want to join sales
  • Ans. 

    I am passionate about helping clients achieve their financial goals and enjoy the challenge of meeting sales targets.

    • I have a strong interest in finance and enjoy working with numbers

    • I thrive in a fast-paced, competitive environment

    • I have a track record of exceeding sales targets in previous roles

  • Answered by AI
  • Q2. What do you know about insurance
  • Ans. 

    Insurance is a financial product that provides protection against financial losses.

    • Insurance is a contract between an individual or organization and an insurance company where the individual or organization pays a premium in exchange for financial protection against specified risks.

    • Types of insurance include life insurance, health insurance, auto insurance, home insurance, and more.

    • Insurance policies typically cover sp...

  • Answered by AI
  • Q3. How many types of insurance are there
  • Ans. 

    There are several types of insurance including life, health, auto, home, and disability insurance.

    • Life insurance

    • Health insurance

    • Auto insurance

    • Home insurance

    • Disability insurance

  • Answered by AI
Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
-
Round 1 - HR 

(4 Questions)

  • Q1. Tell me about your self?
  • Q2. Experience or fresher
  • Q3. Explain your last holiday
  • Q4. Sale me this( any gadget)
  • Ans. 

    Introducing the latest smartwatch that combines style and functionality for the modern tech-savvy individual.

    • Highlight the sleek design and advanced features of the smartwatch.

    • Emphasize the convenience of staying connected and organized on-the-go.

    • Mention the health and fitness tracking capabilities for an active lifestyle.

    • Offer a special promotion or discount to entice the customer to make a purchase.

  • Answered by AI
Round 2 - HR 

(2 Questions)

  • Q1. Sale me this mobile
  • Ans. 

    This mobile phone is packed with cutting-edge features and sleek design, making it a must-have for tech-savvy individuals.

    • Highlight the advanced features such as high-resolution camera, fast processor, and long-lasting battery life.

    • Emphasize the sleek and modern design that is both stylish and functional.

    • Mention the user-friendly interface and seamless connectivity options for a hassle-free experience.

    • Offer special pro...

  • Answered by AI
  • Q2. Please tell me about your daily routine?

Interview Preparation Tips

Interview preparation tips for other job seekers - No more prepared only confident in both of languages English or Hindi in basic

Financial Advisor Interview Questions Asked at Other Companies

Q1. If I give you one lakh rupees, where will you invest it? And how?
Q2. Who is the CEO of Icici prudential life insurance company
Q3. How you managed to travel paschim vihar as there is 2 weeks paid ... read more
Q4. How you build trust with US customer as they have received so man ... read more
Q5. How kuch experience do you have in this field ? What you know abo ... read more
Interview experience
4
Good
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Recruitment Consulltant and was interviewed in Aug 2023. There were 2 interview rounds.

Round 1 - HR 

(2 Questions)

  • Q1. Only introduction
  • Q2. Job description
Round 2 - Technical 

(2 Questions)

  • Q1. Self introduction
  • Q2. Job details & shifts

Interview Preparation Tips

Topics to prepare for PolicyBazaar Financial Advisor interview:
  • About insurance
Interview preparation tips for other job seekers - Best package for freshers
Interview experience
5
Excellent
Difficulty level
Hard
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Recruitment Consulltant and was interviewed before Apr 2023. There was 1 interview round.

Round 1 - HR 

(3 Questions)

  • Q1. Sell me this laptop
  • Ans. 

    This laptop is a powerful and versatile tool for work, entertainment, and everything in between.

    • High-performance processor for fast multitasking

    • Sleek design with a vibrant display

    • Long battery life for all-day productivity

    • Ample storage space for all your files and programs

  • Answered by AI
  • Q2. Family baground
  • Q3. Educational qualification

PolicyBazaar interview questions for designations

 Senior Financial Advisor

 (1)

 Sales Advisor

 (4)

 Investment Advisor

 (1)

 Service Advisor

 (1)

 Health Advisor

 (2)

 Financial Associate

 (1)

 Sales Executive

 (46)

 Associate Sales Consultant

 (34)

Interview Questionnaire 

1 Question

  • Q1. Sell me a pen.
  • Ans. 

    This pen is not just any pen, it's a tool that can help you make a lasting impression.

    • This pen has a sleek design that will make you stand out in any meeting or presentation.

    • It writes smoothly and effortlessly, making your handwriting look neat and professional.

    • The ink is long-lasting and won't smudge or smear, ensuring your notes and signatures are always clear.

    • It's also refillable, so you can use it for years to come...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - You have to show your skils about selling, be prepare before interview about selling and show eager, that u want to earn lots of money.

Get interview-ready with Top PolicyBazaar Interview Questions

Interview questions from similar companies

Interview experience
5
Excellent
Difficulty level
Hard
Process Duration
2-4 weeks
Result
Selected Selected

I was interviewed in Jan 2025.

Round 1 - One-on-one 

(3 Questions)

  • Q1. What do you know about Indiamart?
  • Q2. What is the COO in IndiaMART
  • Q3. Dinesh Chandra agrawal
Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
-
Round 1 - Technical 

(3 Questions)

  • Q1. Tell about your self
  • Q2. What is stock exchange
  • Q3. What is news today
Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
-
Round 1 - One-on-one 

(2 Questions)

  • Q1. What is your experience in the field
  • Ans. 

    I have 5 years of experience working as a financial analyst in the banking industry.

    • Worked on financial modeling and forecasting

    • Analyzed financial statements and performance metrics

    • Prepared reports for senior management

    • Assisted in budgeting and strategic planning

    • Experience with financial software such as Excel, Bloomberg, and SAP

  • Answered by AI
  • Q2. What is AOP and Budgeting
  • Ans. 

    AOP stands for Annual Operating Plan, which is a detailed plan outlining financial and operational goals for the upcoming year. Budgeting is the process of creating a financial plan for a specific period, typically a year.

    • AOP is a detailed plan outlining financial and operational goals for the upcoming year

    • Budgeting is the process of creating a financial plan for a specific period

    • AOP helps in setting targets and aligni...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - be confident

Financial Analyst Interview Questions & Answers

Amazon user image Kirti Ranjan Das

posted on 20 Nov 2023

Interview experience
5
Excellent
Difficulty level
Hard
Process Duration
2-4 weeks
Result
Selected Selected

I applied via Company Website and was interviewed in Oct 2023. There were 7 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 

Concentrate on the questions and answer accordingly. I am sure it can be cracked within the time limit

Round 3 - One-on-one 

(1 Question)

  • Q1. It was an operational round completely based on experience and a situation that you have experience and how you have tackeled it and was there any other way it can be tackled.
Round 4 - One-on-one 

(1 Question)

  • Q1. It was also an operational round and the questions were around the improvement idea's, lean ideas and implementation of those ideas in the process that I am working.
Round 5 - One-on-one 

(1 Question)

  • Q1. It was also an operational round where the questions were acound issues and problems in the transition process. How the improvement ideas have helped in increasing productivity, reducing manual efforts and...
Round 6 - One-on-one 

(1 Question)

  • Q1. It was also an operational round in which the questions were basically around how to improve quality of work and implement ideas for a target driven process.
Round 7 - One-on-one 

(1 Question)

  • Q1. This was also an operational round but the questions were more around ensuring quality of work, ensuring one time resolutions and what are the different ways to achieve these with the experience you carry,...

Interview Preparation Tips

Interview preparation tips for other job seekers - The answers should have data points.
Ex- When you have started what was the number and post adding your ideas and experiences how the number has changed and as a process owner how you were able to track the change.
Like you can say when I started the profit was 10% but it grow upto 15%, you should have a valid example and you ahould be able to justify your answer with the data points in your current job.
Interview experience
5
Excellent
Difficulty level
Easy
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Newspaper Ad and was interviewed in May 2023. 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 - Assignment 

How to control tha finance of money in the company?

Round 3 - Group Discussion 

Discussion of company how get profit to more?

Round 4 - Aptitude Test 

Test knowledge of people skills

PolicyBazaar Interview FAQs

How many rounds are there in PolicyBazaar Financial Advisor interview?
PolicyBazaar interview process usually has 1-2 rounds. The most common rounds in the PolicyBazaar interview process are HR, Technical and One-on-one Round.
What are the top questions asked in PolicyBazaar Financial Advisor interview?

Some of the top questions asked at the PolicyBazaar Financial Advisor interview -

  1. What do you know about insura...read more
  2. How many types of insurance are th...read more
  3. sell me a p...read more

Tell us how to improve this page.

PolicyBazaar Financial Advisor Interview Process

based on 6 interviews

1 Interview rounds

  • HR Round
View more
Join PolicyBazaar Let's find you the Best Insurance

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PolicyBazaar Financial Advisor Salary
based on 251 salaries
₹1.8 L/yr - ₹5 L/yr
28% less than the average Financial Advisor Salary in India
View more details

PolicyBazaar Financial Advisor Reviews and Ratings

based on 66 reviews

3.3/5

Rating in categories

3.7

Skill development

2.6

Work-life balance

4.0

Salary

2.9

Job security

2.8

Company culture

3.1

Promotions

2.9

Work satisfaction

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