PolicyBazaar Interview Questions, Process, and Tips

Q1. Tell me about yourself
Ans. 
Experienced Relationship Manager with a background in finance and a passion for helping clients achieve their financial goals.
• Over 5 years of experience in financial services industry

• Strong communication and interpersonal skills

• Proven track record of building and maintaining client relationships

• Expertise in financial planning and investment strategies
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Q2. Difference between Ulips and Mutual Funds
Ans. 
ULIPs are insurance cum investment products, while mutual funds are purely investment products.
• ULIPs offer life insurance along with investment options, while mutual funds are purely investment vehicles.

• ULIPs have higher charges and fees compared to mutual funds.

• Mutual funds offer more flexibility and transparency compared to ULIPs.

• ULIPs have a lock-in period, while mutual funds do not have such restrictions.
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Q1. Tell me about yourself
Ans. 
I am a dedicated Relationship Manager with 5 years of experience in building strong client relationships and driving business growth.
• 5 years of experience as a Relationship Manager

• Proven track record of building strong client relationships

• Skilled in driving business growth through effective communication and strategic planning
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Q2. Checking you condidence
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Asking marketing experience and convincing skills and confidance

Q1. Participating Plan structure, ULIP V/S Trad., Why So many job changes
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Q2. Relocation to Bhubaneswar
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Q3. Local language mandatory check
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Q1. Background verification and relieved letter or accepted Resignation mandatory before joining
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Q2. How soon joining, Relocation assistance needed, Individual Role managing last sales teams
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Q1. Sales experience
Ans. 
I have 5 years of sales experience in the financial industry, consistently exceeding targets.
• Worked as a Sales Executive for XYZ Bank for 3 years

• Achieved 120% of sales targets for 2 consecutive years

• Implemented innovative sales strategies resulting in a 15% increase in revenue

• Strong negotiation and communication skills
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