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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

 (47)

 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

I applied via Recruitment Consultant and was interviewed before Jun 2020. There were 4 interview rounds.

Interview Questionnaire 

2 Questions

  • Q1. Pivot and excel questions
  • Q2. All about excel

Interview Preparation Tips

Interview preparation tips for other job seekers - It was very simple self intro and excel questions and basic macro
Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
-
Round 1 - One-on-one 

(2 Questions)

  • Q1. What is your aim
  • Q2. Tell us your experience in college
Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Company Website and was interviewed before Sep 2023. There were 3 interview rounds.

Round 1 - Coding Test 

Assessment was difficult

Round 2 - Technical 

(2 Questions)

  • Q1. Tell me the difference between having and group by sql
  • Ans. 

    GROUP BY is used to group rows that have the same values into summary rows, while HAVING is used to filter groups based on a specified condition.

    • GROUP BY is used with aggregate functions to group the result-set by one or more columns.

    • HAVING is used to filter groups based on a specified condition after the GROUP BY clause.

    • HAVING is used with aggregate functions to filter the result-set based on a condition.

    • Example: SELE...

  • Answered by AI
  • Q2. What are the variables?
  • Ans. 

    Variables are factors that can change or be manipulated in a scientific experiment or study.

    • Variables can be independent (manipulated by the researcher) or dependent (affected by the independent variable).

    • Control variables are kept constant to ensure they do not affect the outcome of the study.

    • Examples of variables include age, gender, temperature, time, and dosage.

  • Answered by AI
Round 3 - HR 

(2 Questions)

  • Q1. Behavioral round
  • Q2. Same again questions

Skills evaluated in this interview

Interview experience
4
Good
Difficulty level
-
Process Duration
-
Result
-
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 - Aptitude Test 

Questions about python, r language, sql, c language, c++ are asked..

Round 3 - One-on-one 

(2 Questions)

  • Q1. What is hight level programming language
  • Ans. 

    High level programming languages are designed to be easily understood by humans and are closer to natural language.

    • High level languages are more abstract and do not require knowledge of the computer's hardware.

    • They are easier to read, write, and maintain compared to low level languages.

    • Examples include Python, Java, C++, and Ruby.

  • Answered by AI
  • Q2. Why python language is so popular?
  • Ans. 

    Python is popular due to its simplicity, readability, versatility, and strong community support.

    • Easy to learn and use, with simple syntax and readability.

    • Versatile language used in web development, data analysis, artificial intelligence, etc.

    • Strong community support with a large number of libraries and frameworks available.

    • Cross-platform compatibility allows code to run on different operating systems.

    • Dynamic typing and...

  • Answered by AI

Skills evaluated in this interview

Analyst Interview Questions & Answers

Amazon user image Devesh Tiwari

posted on 22 May 2024

Interview experience
3
Average
Difficulty level
Easy
Process Duration
Less than 2 weeks
Result
No response

I applied via Naukri.com and was interviewed in Apr 2024. There were 3 interview rounds.

Round 1 - Aptitude Test 

General assesment, grammar, vocabulary

Round 2 - Technical 

(2 Questions)

  • Q1. SQL and Python basic level
  • Q2. Sql problems regarding joins and window function
  • Ans. 

    Understanding SQL problems related to joins and window functions

    • Ensure you understand the different types of joins (inner, outer, left, right)

    • Know how to use window functions like ROW_NUMBER(), RANK(), and PARTITION BY

    • Practice writing queries that involve multiple tables and window functions

  • Answered by AI
Round 3 - HR 

(1 Question)

  • Q1. Normal questions

Interview Preparation Tips

Interview preparation tips for other job seekers - be confident and expressive

Skills evaluated in this interview

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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

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PolicyBazaar Financial Advisor Interview Process

based on 6 interviews

1 Interview rounds

  • HR Round
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PolicyBazaar Financial Advisor Salary
based on 250 salaries
₹1.8 L/yr - ₹5 L/yr
27% less than the average Financial Advisor Salary in India
View more details

PolicyBazaar Financial Advisor Reviews and Ratings

based on 67 reviews

3.4/5

Rating in categories

3.8

Skill development

2.6

Work-life balance

4.1

Salary

3.0

Job security

2.8

Company culture

3.0

Promotions

2.9

Work satisfaction

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